EVTR icon

Eaton Vance Total Return Bond ETF

156 hedge funds and large institutions have $3.46B invested in Eaton Vance Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
26
Destiny Wealth Partners
Florida
$14.9M
BIP
27
Bouvel Investment Partners
Pennsylvania
$13.7M
DADC
28
D.A. Davidson & Co
Montana
$13.4M
SCA
29
Snowden Capital Advisors
New York
$11.6M
WWM
30
Western Wealth Management
Colorado
$11.5M
MWM
31
Madrid Wealth Management
New Mexico
$10.9M
Goldman Sachs
32
Goldman Sachs
New York
$10.5M
SA
33
Sanctuary Advisors
Indiana
$10.4M
LOIP
34
Live Oak Investment Partners
Texas
$8.61M
PSCM
35
Per Stirling Capital Management
Texas
$8.51M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.83M
BRIA
37
Balanced Rock Investment Advisors
Massachusetts
$7.57M
KWM
38
Kingsview Wealth Management
Oregon
$7.16M
EIA
39
Eldridge Investment Advisors
New Hampshire
$7.09M
PF
40
Penney Financial
Texas
$6.93M
MOS
41
MGO One Seven
Ohio
$6.8M
PAG
42
Private Advisor Group
New Jersey
$6.69M
NEWAS
43
N.E.W. Advisory Services
Wisconsin
$6.68M
WSFG
44
Wall Street Financial Group
Illinois
$6.07M
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$6.02M
UCFA
46
United Capital Financial Advisors
Texas
$5.88M
PS
47
Principal Securities
Iowa
$5.86M
PIA
48
Pinion Investment Advisors
Kansas
$5.81M
AAS
49
Asset Allocation Strategies
Michigan
$5.55M
CF
50
Centaurus Financial
California
$5.25M