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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
11
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$98.7M
2
Jane Street
Jane Street
New York
+$6.38M
3
SCP
Shorepoint Capital Partners
Massachusetts
+$3.72M
4
CTC
Central Trust Company
Missouri
+$2.49M
5
Bank of America
Bank of America
North Carolina
+$2.05M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$1.41M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$236K
3
Osaic Holdings
Osaic Holdings
Arizona
-$43.7K
4
TCOV
Trust Company of Vermont
Vermont
-$6.76K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$185M +$98.7M +1,956,205 +113%
SCP
2
Shorepoint Capital Partners
Massachusetts
$15.8M +$3.72M +73,669 +31%
Corient Private Wealth
3
Corient Private Wealth
Florida
$8.55M +$350K +6,933 +4%
Jane Street
4
Jane Street
New York
$6.6M +$6.38M +126,525 +2,812%
LPL Financial
5
LPL Financial
California
$3.01M +$1.54M +30,496 +104%
EIA
6
Eldridge Investment Advisors
New Hampshire
$2.98M +$1.76M +34,850 +143%
CTC
7
Central Trust Company
Missouri
$2.5M +$2.49M +49,332 +19,422%
Bank of America
8
Bank of America
North Carolina
$2.05M +$2.05M +40,656 New
IAA
9
Independent Advisor Alliance
North Carolina
$1.19M +$1.19M +23,653 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.17M +$14.6K +290 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$623K +$248K +4,924 +66%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$571K -$236K -4,673 -29%
GIA
13
Gladstone Institutional Advisory
Florida
$425K +$426K +8,439 New
FTUS
14
Flow Traders U.S.
New York
$379K -$1.41M -27,968 -79%
FWA
15
FSC Wealth Advisors
New York
$335K +$21.9K +434 +7%
BW
16
Bison Wealth
Georgia
$317K +$318K +6,300 New
FT
17
Fiduciary Trust
Massachusetts
$276K – – –
PIA
18
Panoramic Investment Advisors
Colorado
$250K +$250K +4,963 New
SPIA
19
Steward Partners Investment Advisory
New York
$13.1K +$1.51K +30 +13%
LWANC
20
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.7K +$11.7K +232 New
Osaic Holdings
21
Osaic Holdings
Arizona
– -$43.7K -873 Closed
TCOV
22
Trust Company of Vermont
Vermont
– -$6.76K -135 Closed

EVLN Hedge Fund Activity: Q4 2024 in Review

20 of the 7,592 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.