Eaton Vance Floating-Rate ETF
EVLN
51 hedge funds and large institutions have $1.22B invested in Eaton Vance Floating-Rate ETF in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 5 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 12
100% more capital inflows, than outflows
Capital inflows: $70M | Capital outflows: $35M
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
6% more funds holding
Funds holding: 48 → 51 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.04% less ownership
Funds ownership: 91.68% → 89.64% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$52M |
| 2 |
PA
Perennial Advisors
New York
|
+$4.79M |
| 3 |
MPWS
McCarter Private Wealth Services
Boston,
Massachusetts
|
+$4.67M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$2.3M |
| 5 |
Rockefeller Capital Management
New York
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$26.5M |
| 2 |
Goldman Sachs
New York
|
-$4.94M |
| 3 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
-$746K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$647K |
| 5 |
LWP
LeClair Wealth Partners
Dublin,
Ohio
|
-$467K |
EVLN Hedge Fund Activity: Q2 2026 in Review
51 of the 8,352 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q2 2026, worth a combined $1.22B — up 3.6% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EVLN positions and 5 closed out — a net gain of 4 holders — while 26 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $52M. The largest seller was Allworth Financial, exiting entirely with an estimated $26.5M sold.
- 51 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q2 2026, up from 48 in Q1 2026.
- Funds reported $1.22B of Eaton Vance Floating-Rate ETF stock for Q2 2026, up 3.6% quarter-over-quarter.
- 9 funds opened new Eaton Vance Floating-Rate ETF positions in Q2 2026 and 5 closed out, a net change of +4 holders.
- The largest Eaton Vance Floating-Rate ETF buyer in Q2 2026 was Morgan Stanley, an estimated $52M added.
- The largest Eaton Vance Floating-Rate ETF seller in Q2 2026 was Allworth Financial, an estimated $26.5M sold.
Based on aggregated 13F filings for Q2 2026.