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Eaton Vance Floating-Rate ETF

30 hedge funds and large institutions have $1.28B invested in Eaton Vance Floating-Rate ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

451% more capital invested

Capital invested by funds: $232M → $1.28B (+$1.05B)

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

77.49% more ownership

Funds ownership: 19.51%97% (+77%)

50% more funds holding

Funds holding: 2030 (+10)

Holders
30
Holders Change
+10
Holders Change %
+50%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
11
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
1
Texas Permanent School Fund
Texas
$942M +$956M +19,045,670 New
Morgan Stanley
2
Morgan Stanley
New York
$274M +$93.9M +1,869,662 +51%
SCP
3
Shorepoint Capital Partners
Massachusetts
$16.9M +$1.42M +28,366 +9%
Corient Private Wealth
4
Corient Private Wealth
Florida
$8.46M +$67.3K +1,340 +0.8%
Jane Street
5
Jane Street
New York
$5.96M -$524K -10,433 -8%
Kovitz Investment Group Partners
6
Kovitz Investment Group Partners
Illinois
$5.6M +$5.68M +113,192 New
LPL Financial
7
LPL Financial
California
$5.48M +$2.56M +50,992 +85%
EIA
8
Eldridge Investment Advisors
New Hampshire
$4.59M +$1.69M +33,702 +57%
CTC
9
Central Trust Company
Missouri
$3.03M +$588K +11,712 +24%
GWP
10
Gateway Wealth Partners
Wisconsin
$2.18M +$2.21M +44,018 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.55M +$408K +8,118 +35%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.5M +$897K +17,857 +144%
NLP
13
Next Level Private
New York
$1.22M +$1.23M +24,587 New
AWS
14
Atria Wealth Solutions
New York
$1.08M +$1.1M +21,813 New
VWA
15
Visionary Wealth Advisors
Illinois
$1.07M +$1.08M +21,559 New
SWP
16
Stratos Wealth Partners
Ohio
$890K +$904K +18,000 New
Bank of America
17
Bank of America
North Carolina
$758K -$1.27M -25,319 -62%
GIA
18
Gladstone Institutional Advisory
Florida
$579K +$164K +3,269 +39%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$513K -$48.3K -962 -8%
FWA
20
FSC Wealth Advisors
New York
$495K +$168K +3,347 +50%
Creative Planning
21
Creative Planning
Kansas
$447K +$454K +9,033 New
MPW
22
Monterey Private Wealth
California
$447K +$454K +9,033 New
QFW
23
QTR Family Wealth
Florida
$336K +$341K +6,800 New
FTUS
24
Flow Traders U.S.
New York
$301K -$72.2K -1,437 -19%
PIA
25
Panoramic Investment Advisors
Colorado
$286K +$41.4K +825 +17%

EVLN Hedge Fund Activity: Q1 2025 in Review

30 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q1 2025, worth a combined $1.28B — up 451% from $232M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EVLN positions and 2 closed out — a net gain of 11 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Texas Permanent School Fund, opening a new position worth an estimated $956M. The largest seller was Bank of America, cutting an estimated $1.27M.

  • 30 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q1 2025, up from 20 in Q4 2024.
  • Funds reported $1.28B of Eaton Vance Floating-Rate ETF stock for Q1 2025, up 451% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Floating-Rate ETF positions in Q1 2025 and 2 closed out, a net change of +11 holders.
  • The largest Eaton Vance Floating-Rate ETF buyer in Q1 2025 was Texas Permanent School Fund, an estimated $956M added.
  • The largest Eaton Vance Floating-Rate ETF seller in Q1 2025 was Bank of America, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2025.