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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
FTUS
51
Flow Traders U.S.
New York
-$1.17M -23,645 Closed
FWA
52
FSC Wealth Advisors
New York
-$557K -11,204 Closed
PIA
53
Panoramic Investment Advisors
Colorado
-$289K -5,823 Closed
KIM
54
Kane Investment Management
California
-$253K -5,089 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.