Eaton Vance Floating-Rate ETF
EVLN
20 hedge funds and large institutions have $232M invested in Eaton Vance Floating-Rate ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
103% more capital invested
Capital invested by funds: $114M → $232M (+$118M)
25% more funds holding
Funds holding: 16 → 20 (+4)
8.6% more ownership
Funds ownership: 10.91% → 19.51% (+8.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$98.7M |
| 2 |
Jane Street
New York
|
+$6.38M |
| 3 |
SCP
Shorepoint Capital Partners
Norwood,
Massachusetts
|
+$3.72M |
| 4 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$2.49M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.41M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$236K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$43.7K |
| 4 |
TCOV
Trust Company of Vermont
Brattleboro,
Vermont
|
-$6.76K |
EVLN Hedge Fund Activity: Q4 2024 in Review
20 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q4 2024, worth a combined $232M — up 103% from $114M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EVLN positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $98.7M. The largest seller was Flow Traders U.S., cutting an estimated $1.41M.
- 20 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q4 2024, up from 16 in Q3 2024.
- Funds reported $232M of Eaton Vance Floating-Rate ETF stock for Q4 2024, up 103% quarter-over-quarter.
- 6 funds opened new Eaton Vance Floating-Rate ETF positions in Q4 2024 and 2 closed out, a net change of +4 holders.
- The largest Eaton Vance Floating-Rate ETF buyer in Q4 2024 was Morgan Stanley, an estimated $98.7M added.
- The largest Eaton Vance Floating-Rate ETF seller in Q4 2024 was Flow Traders U.S., an estimated $1.41M sold.
Based on aggregated 13F filings for Q4 2024.