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Eaton Vance Floating-Rate ETF

6 hedge funds and large institutions have $64.7M invested in Eaton Vance Floating-Rate ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

98.22% more ownership

Funds ownership: 0%98.22% (+98%)

Holders
6
Holders Change
+6
Holders Change %
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.7M +$49.3M +981,400 New
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$11M +$10.9M +217,795 New
Jane Street
3
Jane Street
New York
$1.6M +$1.59M +31,649 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.37M +$1.36M +27,090 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$721K +$715K +14,235 New
Citadel Advisors
6
Citadel Advisors
Florida
$236K +$234K +4,655 New

EVLN Hedge Fund Activity: Q1 2024 in Review

6 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q1 2024, worth a combined $64.7M.

Buyers outnumbered sellers: 6 funds opened new EVLN positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $49.3M.

  • 6 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q1 2024, up from 0 in Q4 2023.
  • Funds reported $64.7M of Eaton Vance Floating-Rate ETF stock for Q1 2024.
  • 6 funds opened new Eaton Vance Floating-Rate ETF positions in Q1 2024 and 0 closed out, a net change of +6 holders.
  • The largest Eaton Vance Floating-Rate ETF buyer in Q1 2024 was Morgan Stanley, an estimated $49.3M added.

Based on aggregated 13F filings for Q1 2024.