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Eaton Vance Floating-Rate ETF

12 hedge funds and large institutions have $809M invested in Eaton Vance Floating-Rate ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,151% more capital invested

Capital invested by funds: $64.7M → $809M (+$744M)

100% more funds holding

Funds holding: 612 (+6)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

1.35% more ownership

Funds ownership: 98.22%99.57% (+1.4%)

Holders
12
Holders Change
+6
Holders Change %
+100%
% of All Funds
0.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
4
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change

EVLN Hedge Fund Activity: Q2 2024 in Review

12 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q2 2024, worth a combined $809M — up 1,151% from $64.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVLN positions and 0 closed out — a net gain of 6 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Texas Permanent School Fund, opening a new position worth an estimated $712M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $1.29M.

  • 12 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q2 2024, up from 6 in Q1 2024.
  • Funds reported $809M of Eaton Vance Floating-Rate ETF stock for Q2 2024, up 1,151% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Floating-Rate ETF positions in Q2 2024 and 0 closed out, a net change of +6 holders.
  • The largest Eaton Vance Floating-Rate ETF buyer in Q2 2024 was Texas Permanent School Fund, an estimated $712M added.
  • The largest Eaton Vance Floating-Rate ETF seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2024.