Eaton Vance Floating-Rate ETF
EVLN
35 hedge funds and large institutions have $1.27B invested in Eaton Vance Floating-Rate ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
17% more funds holding
Funds holding: 30 → 35 (+5)
1% less capital invested
Capital invested by funds: $1.28B → $1.27B (-$12.7M)
2.88% less ownership
Funds ownership: 97% → 94.12% (-2.9%)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
+$5.84M |
| 2 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
+$5.52M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.23M |
| 4 |
Goldman Sachs
New York
|
+$2.06M |
| 5 |
FPW
Flagship Private Wealth
Woburn,
Massachusetts
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$24.9M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$1.56M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$1.34M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$791K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$758K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Raymond James Financial
St Petersburg,
Florida
| $465K | +$462K | +9,330 | New |
|
|
QFW
27
QTR Family Wealth
Lake Mary,
Florida
| $415K | +$75.5K | +1,524 | +22% |
|
28
Creative Planning
Overland Park,
Kansas
| $392K | -$58.2K | -1,175 | -13% |
|
|
AWS
29
Atria Wealth Solutions
New York
| $293K | -$791K | -15,957 | -73% |
|
|
PIA
30
Panoramic Investment Advisors
Denver,
Colorado
| $276K | -$12.8K | -259 | -4% |
|
|
FT
31
Fiduciary Trust
Boston,
Massachusetts
| $273K | – | – | – |
|
32
Comerica Bank
Dallas,
Texas
| $130K | +$6.89K | +139 | +6% |
|
|
BBHC
33
Brown Brothers Harriman & Co
New York
| $39.4K | +$39.2K | +791 | New |
|
|
SPIA
34
Steward Partners Investment Advisory
New York
| $13K | – | – | – |
|
35
Fidelity Investments
Boston,
Massachusetts
| $6.18K | +$6.14K | +124 | New |
|
|
36
Bank of America
Charlotte,
North Carolina
| – | -$758K | -15,337 | Closed |
|
|
FTUS
37
Flow Traders U.S.
New York
| – | -$301K | -6,095 | Closed |
|
|
PAG
38
Private Advisor Group
Morristown,
New Jersey
| – | -$231K | -4,667 | Closed |
|
EVLN Hedge Fund Activity: Q2 2025 in Review
35 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q2 2025, worth a combined $1.27B — down 0.99% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EVLN positions and 3 closed out — a net gain of 7 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Founders Financial Alliance, opening a new position worth an estimated $5.84M. The largest seller was Morgan Stanley, cutting an estimated $24.9M.
- 35 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q2 2025, up from 30 in Q1 2025.
- Funds reported $1.27B of Eaton Vance Floating-Rate ETF stock for Q2 2025, down 0.99% quarter-over-quarter.
- 10 funds opened new Eaton Vance Floating-Rate ETF positions in Q2 2025 and 3 closed out, a net change of +7 holders.
- The largest Eaton Vance Floating-Rate ETF buyer in Q2 2025 was Founders Financial Alliance, an estimated $5.84M added.
- The largest Eaton Vance Floating-Rate ETF seller in Q2 2025 was Morgan Stanley, an estimated $24.9M sold.
Based on aggregated 13F filings for Q2 2025.