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Eaton Vance Floating-Rate ETF
EVLN

47 hedge funds and large institutions have $1.4B invested in Eaton Vance Floating-Rate ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

34% more funds holding

Funds holding: 35 → 47 (+12)

11% more capital invested

Capital invested by funds: $1.27B → $1.4B (+$133M)

0.8% more ownership

Funds ownership: 94.12% → 94.92% (+0.8%)

Holders
47
Holders Change
+12
Holders Change %
+34.29%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
23
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VC
Vestor Capital
Illinois
+$34.5M
2
Ameriprise
Ameriprise
Minnesota
+$27.6M
3
Morgan Stanley
Morgan Stanley
New York
+$24.4M
4
Goldman Sachs
Goldman Sachs
New York
+$16.9M
5
LPL Financial
LPL Financial
California
+$4.57M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.63M
2
EIA
Eldridge Investment Advisors
New Hampshire
-$766K
3
First Trust Advisors
First Trust Advisors
Illinois
-$390K
4
Citadel Advisors
Citadel Advisors
Florida
-$338K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$63.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
TPSF
1
Texas Permanent School Fund
Texas
$946M – – –
Morgan Stanley
2
Morgan Stanley
New York
$275M +$24.4M +488,680 +10%
VC
3
Vestor Capital
Illinois
$34.3M +$34.5M +690,659 New
Ameriprise
4
Ameriprise
Minnesota
$27.4M +$27.6M +552,321 New
SCP
5
Shorepoint Capital Partners
Massachusetts
$20M +$20.2M +403,284 New
Goldman Sachs
6
Goldman Sachs
New York
$18.8M +$16.9M +337,172 +809%
LPL Financial
7
LPL Financial
California
$14.3M +$4.57M +91,347 +47%
EIA
8
Eldridge Investment Advisors
New Hampshire
$9.38M -$766K -15,329 -8%
Corient Private Wealth
9
Corient Private Wealth
Florida
$7.16M +$11.8K +237 +0.2%
FFA
10
Founders Financial Alliance
North Carolina
$6.44M +$597K +11,952 +10%
CTC
11
Central Trust Company
Missouri
$4.37M +$955K +19,104 +28%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$4.17M +$86.8K +1,736 +2%
NECFA
13
New England Capital Financial Advisors
Connecticut
$3.44M +$3.46M +69,232 New
TRCT
14
Tower Research Capital (TRC)
New York
$3.11M +$3.13M +62,650 New
Wells Fargo
15
Wells Fargo
California
$2.91M +$2.93M +58,648 New
Jane Street
16
Jane Street
New York
$2.58M -$3.63M -72,600 -58%
GWP
17
Gateway Wealth Partners
Wisconsin
$2.3M +$225K +4,511 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.23M +$49.6K +993 +2%
FPW
19
Flagship Private Wealth
Massachusetts
$1.7M +$282K +5,650 +20%
NLP
20
Next Level Private
New York
$1.47M +$304K +6,087 +26%
VWA
21
Visionary Wealth Advisors
Illinois
$1.46M +$122K +2,438 +9%
IPW
22
Impact Partnership Wealth
Georgia
$1.4M +$770K +15,405 +120%
FTUS
23
Flow Traders U.S.
New York
$1.17M +$1.18M +23,645 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.16M +$240K +4,799 +26%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.05M +$69.2K +1,385 +7%
1
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EVLN Hedge Fund Activity: Q3 2025 in Review

47 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q3 2025, worth a combined $1.4B — up 11% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EVLN positions and 1 closed out — a net gain of 13 holders — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Vestor Capital, opening a new position worth an estimated $34.5M. The largest seller was Jane Street, cutting an estimated $3.63M.

  • 47 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q3 2025, up from 35 in Q2 2025.
  • Funds reported $1.4B of Eaton Vance Floating-Rate ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Floating-Rate ETF positions in Q3 2025 and 1 closed out, a net change of +13 holders.
  • The largest Eaton Vance Floating-Rate ETF buyer in Q3 2025 was Vestor Capital, an estimated $34.5M added.
  • The largest Eaton Vance Floating-Rate ETF seller in Q3 2025 was Jane Street, an estimated $3.63M sold.

Based on aggregated 13F filings for Q3 2025.