We are live on ! Find out more
EVLN icon

Eaton Vance Floating-Rate ETF

48 hedge funds and large institutions have $1.18B invested in Eaton Vance Floating-Rate ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0.17% more ownership

Funds ownership: 91.51%91.68% (+0.17%)

0% more funds holding

Funds holding: 4848 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

4% less capital invested

Capital invested by funds: $1.22B → $1.18B (-$49.1M)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
17
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
1
Texas Permanent School Fund
Texas
$723M
Morgan Stanley
2
Morgan Stanley
New York
$306M -$5.09M -104,089 -2%
Ameriprise
3
Ameriprise
Minnesota
$29.1M +$974K +19,914 +3%
AF
4
Allworth Financial
California
$26.5M +$2.44M +49,890 +10%
LPL Financial
5
LPL Financial
California
$19.3M +$530K +10,834 +3%
SWASL
6
Spartan Wealth Advisory Services LLC
Michigan
$10M +$10.2M +207,588 New
EIA
7
Eldridge Investment Advisors
New Hampshire
$8.65M -$509K -10,401 -5%
Corient Private Wealth
8
Corient Private Wealth
Florida
$7.09M -$7.45M -152,174 -51%
OWP
9
Obermeyer Wealth Partners
Colorado
$5.73M +$4.21M +86,000 +262%
FFA
10
Founders Financial Alliance
North Carolina
$5.5M -$576K -11,777 -9%
Goldman Sachs
11
Goldman Sachs
New York
$4.94M -$15.7M -321,021 -76%
CTC
12
Central Trust Company
Missouri
$4.85M +$542K +11,073 +12%
IPW
13
Impact Partnership Wealth
Georgia
$2.33M +$477K +9,748 +25%
WWM
14
Western Wealth Management
Colorado
$2.03M +$2.06M +42,075 New
QFW
15
QTR Family Wealth
Florida
$1.87M -$881 -18 -0%
VWA
16
Visionary Wealth Advisors
Illinois
$1.66M +$126K +2,583 +8%
FFS
17
Founders Financial Securities
Maryland
$1.24M -$353K -7,222 -22%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.19M +$635K +12,974 +111%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.18M -$786K -16,070 -40%
SWP
20
Stratos Wealth Partners
Ohio
$1.15M +$444K +9,081 +61%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.07M +$171K +3,487 +19%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$868K +$128K +2,607 +17%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$816K +$824K +16,848 New
Citadel Advisors
24
Citadel Advisors
Florida
$810K +$334K +6,819 +68%
Wells Fargo
25
Wells Fargo
California
$770K -$2.63M -53,674 -77%