Eaton Vance Total Return Bond ETF

EVTR

Market cap $2.99B

Overview Fund Activity

51.88 USD

-0.02

0.04%

At close Updated Sep 16, 11:46 AM EDT

1 day

-0.04%

5 days

0.19%

1 month

1.77%

3 months

3.14%

6 months

2.47%

Year to date

4.01%

1 year

-0.65%

5 years

3.8%

10 years

3.8%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

121% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 8 (+2) [Q2]

29% more capital invested

Capital invested by funds: $1.23B [Q1] → $1.59B (+$356M) [Q2]

21% more funds holding

Funds holding: 92 [Q1] → 111 (+19) [Q2]

4.26% more ownership

Funds ownership: 74.4% [Q1] → 78.65% (+4.26%) [Q2]

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Financial journalist opinion

Eaton Vance Launches Mortgage-Backed Securities ETF

Eaton Vance has expanded its active fixed-income offerings with the launch of a mortgage-backed securities (MBS) ETF. Listed on NYSE Arca, the Eaton Vance Mortgage Opportunities ETF (EVMO) was created through the conversion of the Morgan Stanley Mortgage Securities Trust (MTGDX) mutual fund.

Eaton Vance Launches Mortgage-Backed Securities ETF

The Fed's Inflation Fight Creates Room for Active Bond ETFs

With all the talk about inflation returning, advisors are keeping a close eye on how the Federal Reserve may respond. On Wednesday, the Federal Reserve opted to keep interest rates at the same position they have been in since December.

The Fed's Inflation Fight Creates Room for Active Bond ETFs

Make Eaton Vance Your One-Stop Shop for Bond ETFs

Investors increasingly seek refuge in bonds at the end of the first quarter as economic uncertainty grows. With recession and inflation risks on the rise, bonds hold strong appeal for their low correlations to equities.

Make Eaton Vance Your One-Stop Shop for Bond ETFs

Worried About Equities? Consider EVTR's Fixed Income Strategy

While some experts were betting on economic uncertainty affecting 2025's stock market, things have played out a bit more drastically. Escalating tariff threats and the potential for a recession have sent many investors running for cover.

Worried About Equities? Consider EVTR's Fixed Income Strategy

Ride Out a Normalizing Yield Curve With EVTR

Even though many fixed income strategies are seeing good results, some investors remain uncertain over where bond yields are heading. Luckily for the uncertain, evidence is mounting that the yield curve is normalizing.

Ride Out a Normalizing Yield Curve With EVTR

U.S. ETF Count Reaches 4,000 With Launches From Cohen & Steers, Thornburg & More

The U.S. exchange traded fund industry reached a significant milestone on Wednesday. There are now over 4,000 ETFs trading at the same time.

U.S. ETF Count Reaches 4,000 With Launches From Cohen & Steers, Thornburg & More

Use ETFs to Access Opportunities Among MBS Investments

Before investing in any particular asset class, investors should do some proper research to better understand what drives its performance. This is especially true for those currently considering investing in mortgage-backed securities (MBS).

Use ETFs to Access Opportunities Among MBS Investments

Applying the Barbell Strategy to Fixed Income ETFs

For many experienced fixed income investors, the barbell strategy is often used to set one's portfolio up for balanced success. The barbell strategy itself is fairly straightforward.

Applying the Barbell Strategy to Fixed Income ETFs

A Look Back at Morgan Stanley First 2 ETF Years

Approximately two years ago, just before an Exchange conference kicked off, one of the largest asset managers entered into the ETF market. Morgan Stanley Investment Management (MSIM), home to some of the strongest asset management brands, launched their initial suite of ETFs in January 2023.

A Look Back at Morgan Stanley First 2 ETF Years

Tight Credit Spreads Make The Case For Higher Quality Bonds

Right now, bond investors have probably noticed that yield spreads are currently in a fairly tight position. Sure, these spreads can benefit investors who prefer investment grade bonds, but high yield strategies may offer less benefits now.

Tight Credit Spreads Make The Case For Higher Quality Bonds

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