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Eaton Vance Floating-Rate ETF

48 hedge funds and large institutions have $1.22B invested in Eaton Vance Floating-Rate ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

2% more funds holding

Funds holding: 4748 (+1)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

3.41% less ownership

Funds ownership: 94.92%91.51% (-3.4%)

13% less capital invested

Capital invested by funds: $1.4B → $1.22B (-$177M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
19
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$732K -$24.8K -500 -3%
DFG
27
Dynamic Financial Group
Iowa
$646K -$21K -423 -3%
NLP
28
Next Level Private
New York
$629K -$840K -16,940 -57%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$578K -$576K -11,605 -50%
GIA
30
Gladstone Institutional Advisory
Florida
$566K -$1.44K -29 -0.3%
Citadel Advisors
31
Citadel Advisors
Florida
$494K +$179K +3,611 +57%
Raymond James Financial
32
Raymond James Financial
Florida
$491K +$17.6K +355 +4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$381K +$6.05K +122 +2%
First Trust Advisors
34
First Trust Advisors
Illinois
$346K -$39.7K -800 -10%
PCA
35
Prosperity Capital Advisors
Ohio
$339K +$340K +6,860 New
Creative Planning
36
Creative Planning
Kansas
$335K -$61.6K -1,241 -16%
FT
37
Fiduciary Trust
Massachusetts
$334K -$6.89K -139 -2%
BEI
38
Benjamin Edwards Inc
Missouri
$322K +$323K +6,510 New
BFA
39
Bill Few Associates
Pennsylvania
$295K +$295K +5,956 New
FAG
40
Fortitude Advisory Group
Washington
$251K +$252K +5,076 New
BWAM
41
Blue Water Asset Management
Michigan
$250K +$251K +5,053 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$224K +$224K +4,518 New
Comerica Bank
43
Comerica Bank
Texas
$136K +$6.95K +140 +5%
BBHC
44
Brown Brothers Harriman & Co
New York
$39.1K
SPIA
45
Steward Partners Investment Advisory
New York
$12.9K
AssetMark Inc
46
AssetMark Inc
California
$5.05K +$5.06K +102 New
IA
47
IFP Advisors
Florida
$4.95K -$14.9K -301 -75%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$49 +$50 +1 New
VC
49
Vestor Capital
Illinois
-$34.3M -690,659 Closed
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
-$4.17M -83,408 Closed

EVLN Hedge Fund Activity: Q4 2025 in Review

48 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q4 2025, worth a combined $1.22B — down 13% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVLN positions and 6 closed out — a net gain of 3 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $45.5M. The largest seller was Texas Permanent School Fund, cutting an estimated $200M.

  • 48 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q4 2025, up from 47 in Q3 2025.
  • Funds reported $1.22B of Eaton Vance Floating-Rate ETF stock for Q4 2025, down 13% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Floating-Rate ETF positions in Q4 2025 and 6 closed out, a net change of +3 holders.
  • The largest Eaton Vance Floating-Rate ETF buyer in Q4 2025 was Morgan Stanley, an estimated $45.5M added.
  • The largest Eaton Vance Floating-Rate ETF seller in Q4 2025 was Texas Permanent School Fund, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2025.