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Eaton Vance Floating-Rate ETF

33 hedge funds and large institutions have $317M invested in Eaton Vance Floating-Rate ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
9
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$252M -$25.1M -502,569 -9%
EIA
2
Eldridge Investment Advisors
New Hampshire
$10.2M +$5.55M +111,370 +120%
LPL Financial
3
LPL Financial
California
$9.78M +$4.26M +85,369 +77%
Corient Private Wealth
4
Corient Private Wealth
Florida
$7.18M -$1.35M -27,032 -16%
Jane Street
5
Jane Street
New York
$6.21M +$201K +4,036 +3%
FFA
6
Founders Financial Alliance
North Carolina
$5.87M +$5.87M +117,786 New
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$4.07M -$1.57M -31,520 -28%
CTC
8
Central Trust Company
Missouri
$3.44M +$382K +7,657 +12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.19M +$632K +12,674 +41%
GWP
10
Gateway Wealth Partners
Wisconsin
$2.08M -$110K -2,212 -5%
Goldman Sachs
11
Goldman Sachs
New York
$2.08M +$2.08M +41,677 New
FPW
12
Flagship Private Wealth
Massachusetts
$1.43M +$1.43M +28,655 New
VWA
13
Visionary Wealth Advisors
Illinois
$1.34M +$268K +5,379 +25%
NLP
14
Next Level Private
New York
$1.18M -$50.9K -1,020 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$922K -$585K -11,736 -39%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$838K +$319K +6,380 +61%
First Trust Advisors
17
First Trust Advisors
Illinois
$778K +$778K +15,600 New
SWP
18
Stratos Wealth Partners
Ohio
$763K -$135K -2,700 -15%
DFG
19
Dynamic Financial Group
Iowa
$680K +$680K +13,635 New
Citadel Advisors
20
Citadel Advisors
Florida
$655K +$655K +13,145 New
IPW
21
Impact Partnership Wealth
Georgia
$640K +$640K +12,835 New
GIA
22
Gladstone Institutional Advisory
Florida
$571K -$12.7K -254 -2%
FWA
23
FSC Wealth Advisors
New York
$484K -$14.5K -291 -3%
Raymond James Financial
24
Raymond James Financial
Florida
$465K +$465K +9,330 New
QFW
25
QTR Family Wealth
Florida
$415K +$76K +1,524 +22%