Eaton Vance Floating-Rate ETF
EVLN
16 hedge funds and large institutions have $114M invested in Eaton Vance Floating-Rate ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
33% more funds holding
Funds holding: 12 → 16 (+4)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
86% less capital invested
Capital invested by funds: $809M → $114M (-$695M)
88.66% less ownership
Funds ownership: 99.57% → 10.91% (-89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.1M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$8.19M |
| 3 |
SCP
Shorepoint Capital Partners
Norwood,
Massachusetts
|
+$2.85M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.79M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPSF
Texas Permanent School Fund
Austin,
Texas
|
-$706M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$8.88M |
| 3 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$4.95M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.11M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.01M |
EVLN Hedge Fund Activity: Q3 2024 in Review
16 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q3 2024, worth a combined $114M — down 86% from $809M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EVLN positions and 5 closed out — a net gain of 4 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.1M. The largest seller was Texas Permanent School Fund, exiting entirely with an estimated $706M sold.
- 16 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q3 2024, up from 12 in Q2 2024.
- Funds reported $114M of Eaton Vance Floating-Rate ETF stock for Q3 2024, down 86% quarter-over-quarter.
- 9 funds opened new Eaton Vance Floating-Rate ETF positions in Q3 2024 and 5 closed out, a net change of +4 holders.
- The largest Eaton Vance Floating-Rate ETF buyer in Q3 2024 was Morgan Stanley, an estimated $13.1M added.
- The largest Eaton Vance Floating-Rate ETF seller in Q3 2024 was Texas Permanent School Fund, an estimated $706M sold.
Based on aggregated 13F filings for Q3 2024.