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Eaton Vance Total Return Bond ETF

80 hedge funds and large institutions have $764M invested in Eaton Vance Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+30
Holders Change %
+60%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
31
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$2.38M +$2.38M +47,825 New
SPIA
27
Steward Partners Investment Advisory
New York
$2.07M +$2.07M +41,607 New
WSFG
28
Wall Street Financial Group
Illinois
$2M +$696K +13,953 +54%
FTS
29
Fifth Third Securities
Ohio
$1.7M +$1.7M +34,044 New
GIA
30
Gladstone Institutional Advisory
Florida
$1.68M +$422K +8,471 +33%
Ameriprise
31
Ameriprise
Minnesota
$1.59M -$1.4M -28,125 -47%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.52M +$460K +9,224 +43%
MCM
33
MidAtlantic Capital Management
Virginia
$1.22M +$58.8K +1,179 +5%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.2M -$29.6K -593 -2%
IWC
35
Integrated Wealth Concepts
Massachusetts
$1.08M +$6.33K +127 +0.6%
IW
36
IronOak Wealth
Texas
$954K +$954K +19,126 New
PAG
37
Private Advisor Group
New Jersey
$874K +$874K +17,530 New
SCA
38
Snowden Capital Advisors
New York
$833K +$103K +2,075 +14%
SA
39
Sanctuary Advisors
Indiana
$822K +$822K +16,344 New
FZCM
40
Flynn Zito Capital Management
New York
$804K +$804K +16,125 New
SHF
41
Stage Harbor Financial
Massachusetts
$802K +$422K +8,468 +111%
HWM
42
Horizon Wealth Management
Illinois
$659K +$659K +13,221 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$649K -$22.2K -446 -3%
MML Investors Services
44
MML Investors Services
Massachusetts
$570K -$1.27M -25,488 -69%
Comerica Bank
45
Comerica Bank
Texas
$546K +$365K +7,328 +202%
AI
46
Atria Investments
North Carolina
$516K +$2.59K +52 +0.5%
SFC
47
Strategic Financial Concepts
Texas
$492K +$66.6K +1,336 +16%
TFM
48
Trademark Financial Management
Minnesota
$475K +$475K +9,530 New
KWM
49
Kingsview Wealth Management
Oregon
$427K +$45.1K +904 +12%
SWM
50
SeaCrest Wealth Management
New York
$425K +$115K +2,311 +37%