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Eaton Vance Floating-Rate ETF

33 hedge funds and large institutions have $317M invested in Eaton Vance Floating-Rate ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
9
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$392K -$58.6K -1,175 -13%
AWS
27
Atria Wealth Solutions
New York
$293K -$797K -15,957 -73%
PIA
28
Panoramic Investment Advisors
Colorado
$276K -$12.9K -259 -4%
FT
29
Fiduciary Trust
Massachusetts
$273K
Comerica Bank
30
Comerica Bank
Texas
$130K +$6.93K +139 +6%
BBHC
31
Brown Brothers Harriman & Co
New York
$39.4K +$39.4K +791 New
SPIA
32
Steward Partners Investment Advisory
New York
$13K
Fidelity Investments
33
Fidelity Investments
Massachusetts
$6.18K +$6.18K +124 New
Bank of America
34
Bank of America
North Carolina
-$758K -15,337 Closed
FTUS
35
Flow Traders U.S.
New York
-$301K -6,095 Closed
PAG
36
Private Advisor Group
New Jersey
-$231K -4,667 Closed
Osaic Holdings
37
Osaic Holdings
Arizona
-$8.6K -174 Closed