Eaton Vance Floating-Rate ETF
EVLN
48 hedge funds and large institutions have $1.18B invested in Eaton Vance Floating-Rate ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
0.17% more ownership
Funds ownership: 91.51% → 91.68% (+0.17%)
0% more funds holding
Funds holding: 48 → 48 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
4% less capital invested
Capital invested by funds: $1.22B → $1.18B (-$49.1M)
Top Buyers
| 1 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
+$4.21M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$2.44M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$2.06M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$974K |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$824K |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$15.7M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$7.45M |
| 3 |
Morgan Stanley
New York
|
-$5.09M |
| 4 |
Jane Street
New York
|
-$3.05M |
| 5 |
NECFA
New England Capital Financial Advisors
Meriden,
Connecticut
|
-$3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWP
51
Gateway Wealth Partners
Appleton,
Wisconsin
| – | -$1.12M | -22,549 | Closed |
|
|
FPW
52
Flagship Private Wealth
Woburn,
Massachusetts
| – | -$986K | -19,937 | Closed |
|
53
Envestnet Asset Management
Chicago,
Illinois
| – | -$381K | -7,693 | Closed |
|
54
First Trust Advisors
Wheaton,
Illinois
| – | -$346K | -7,000 | Closed |
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$224K | -4,518 | Closed |
|
56
AssetMark Inc
Concord,
California
| – | -$5.05K | -102 | Closed |
|
57
Fidelity Investments
Boston,
Massachusetts
| – | -$49 | -1 | Closed |
|
EVLN Hedge Fund Activity: Q1 2026 in Review
48 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q1 2026, worth a combined $1.18B — down 4% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EVLN positions and 9 closed out — a net gain of 1 holder — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Obermeyer Wealth Partners, adding an estimated $4.21M. The largest seller was Goldman Sachs, cutting an estimated $15.7M.
- 48 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $1.18B of Eaton Vance Floating-Rate ETF stock for Q1 2026, down 4% quarter-over-quarter.
- 10 funds opened new Eaton Vance Floating-Rate ETF positions in Q1 2026 and 9 closed out, a net change of +1 holder.
- The largest Eaton Vance Floating-Rate ETF buyer in Q1 2026 was Obermeyer Wealth Partners, an estimated $4.21M added.
- The largest Eaton Vance Floating-Rate ETF seller in Q1 2026 was Goldman Sachs, an estimated $15.7M sold.
Based on aggregated 13F filings for Q1 2026.