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Eaton Vance Floating-Rate ETF
EVLN

47 hedge funds and large institutions have $1.4B invested in Eaton Vance Floating-Rate ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

34% more funds holding

Funds holding: 35 → 47 (+12)

11% more capital invested

Capital invested by funds: $1.27B → $1.4B (+$133M)

0.8% more ownership

Funds ownership: 94.12% → 94.92% (+0.8%)

Holders
47
Holders Change
+12
Holders Change %
+34.29%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
23
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VC
Vestor Capital
Illinois
+$34.5M
2
Ameriprise
Ameriprise
Minnesota
+$27.6M
3
Morgan Stanley
Morgan Stanley
New York
+$24.4M
4
Goldman Sachs
Goldman Sachs
New York
+$16.9M
5
LPL Financial
LPL Financial
California
+$4.57M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.63M
2
EIA
Eldridge Investment Advisors
New Hampshire
-$766K
3
First Trust Advisors
First Trust Advisors
Illinois
-$390K
4
Citadel Advisors
Citadel Advisors
Florida
-$338K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$63.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$769K -$63.5K -1,271 -8%
SWP
27
Stratos Wealth Partners
Ohio
$760K – – –
DFG
28
Dynamic Financial Group
Iowa
$670K -$7.6K -152 -1%
GIA
29
Gladstone Institutional Advisory
Florida
$570K +$1.05K +21 +0.2%
FWA
30
FSC Wealth Advisors
New York
$557K +$74.4K +1,489 +15%
OWP
31
Obermeyer Wealth Partners
Colorado
$497K +$500K +10,000 New
Raymond James Financial
32
Raymond James Financial
Florida
$476K +$12.3K +246 +3%
QFW
33
QTR Family Wealth
Florida
$440K +$26.5K +530 +6%
Creative Planning
34
Creative Planning
Kansas
$397K +$7.2K +144 +2%
First Trust Advisors
35
First Trust Advisors
Illinois
$387K -$390K -7,800 -50%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$376K +$378K +7,571 New
FT
37
Fiduciary Trust
Massachusetts
$342K +$71K +1,421 +26%
WP
38
Wealthspan Partners
Iowa
$324K +$326K +6,524 New
Citadel Advisors
39
Citadel Advisors
Florida
$317K -$338K -6,767 -51%
PIA
40
Panoramic Investment Advisors
Colorado
$289K +$14.7K +294 +5%
KIM
41
Kane Investment Management
California
$253K +$254K +5,089 New
FFS
42
Founders Financial Securities
Maryland
$202K +$203K +4,068 New
Comerica Bank
43
Comerica Bank
Texas
$130K +$700 +14 +0.5%
BBHC
44
Brown Brothers Harriman & Co
New York
$39.3K – – –
IA
45
IFP Advisors
Florida
$19.9K +$20K +401 New
AFWM
46
Abich Financial Wealth Management
Virginia
$14.8K +$14.8K +297 New
SPIA
47
Steward Partners Investment Advisory
New York
$12.9K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
– -$6.18K -124 Closed
1
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EVLN Hedge Fund Activity: Q3 2025 in Review

47 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q3 2025, worth a combined $1.4B — up 11% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EVLN positions and 1 closed out — a net gain of 13 holders — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Vestor Capital, opening a new position worth an estimated $34.5M. The largest seller was Jane Street, cutting an estimated $3.63M.

  • 47 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q3 2025, up from 35 in Q2 2025.
  • Funds reported $1.4B of Eaton Vance Floating-Rate ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Floating-Rate ETF positions in Q3 2025 and 1 closed out, a net change of +13 holders.
  • The largest Eaton Vance Floating-Rate ETF buyer in Q3 2025 was Vestor Capital, an estimated $34.5M added.
  • The largest Eaton Vance Floating-Rate ETF seller in Q3 2025 was Jane Street, an estimated $3.63M sold.

Based on aggregated 13F filings for Q3 2025.