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Eaton Vance Total Return Bond ETF
EVTR

94 hedge funds and large institutions have $1.24B invested in Eaton Vance Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 12

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

61% more capital invested

Capital invested by funds: $766M → $1.24B (+$471M)

16% more funds holding

Funds holding: 81 → 94 (+13)

4.99% more ownership

Funds ownership: 69.61% → 74.59% (+5%)

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.26%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
27
Increased
50
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$273M
2
LPL Financial
LPL Financial
California
+$20.7M
3
SPG
Strategic Planning Group
Utah
+$17M
4
Raymond James Financial
Raymond James Financial
Florida
+$16.3M
5
QWM
Quadcap Wealth Management
Texas
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$4.99M
2
Wells Fargo
Wells Fargo
California
-$4.8M
3
IAA
Independent Advisor Alliance
North Carolina
-$4.12M
4
IA
Inspire Advisors
Idaho
-$3.66M
5
SL
Systelligence LLC
Minnesota
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.62M +$1.79M +35,656 +64%
FZCM
27
Flynn Zito Capital Management
New York
$3.97M +$3.13M +62,286 +386%
Citadel Advisors
28
Citadel Advisors
Florida
$3.64M +$3.62M +71,861 New
Truist Financial
29
Truist Financial
North Carolina
$3.63M +$388K +7,716 +12%
GWP
30
Gateway Wealth Partners
Wisconsin
$3.58M +$3.56M +70,786 New
MML Investors Services
31
MML Investors Services
Massachusetts
$3.53M +$2.93M +58,253 +509%
PIA
32
Pinion Investment Advisors
Kansas
$3.48M +$3.46M +68,782 New
ARG
33
Advisory Resource Group
Oklahoma
$3.32M +$309K +6,141 +10%
MFG
34
Merit Financial Group
Georgia
$3.04M +$13K +258 +0.4%
TFM
35
Trademark Financial Management
Minnesota
$3.03M +$2.53M +50,257 +527%
FTS
36
Fifth Third Securities
Ohio
$2.84M +$1.11M +22,111 +65%
NA
37
NewEdge Advisors
Louisiana
$2.66M +$234K +4,658 +10%
PPG
38
Peak Planning Group
Colorado
$2.38M -$118K -2,350 -5%
WSFG
39
Wall Street Financial Group
Illinois
$2.19M +$164K +3,267 +8%
GIA
40
Gladstone Institutional Advisory
Florida
$2.07M +$353K +7,022 +21%
OP
41
ORG Partners
Indiana
$1.84M +$2.14M +42,621 New
AF
42
Apexium Financial
Texas
$1.8M +$1.78M +35,370 New
Ameriprise
43
Ameriprise
Minnesota
$1.58M -$42.2K -839 -3%
SHF
44
Stage Harbor Financial
Massachusetts
$1.58M +$756K +15,030 +93%
FTUS
45
Flow Traders U.S.
New York
$1.5M -$1.27M -25,291 -46%
CWM
46
Cornerstone Wealth Management
Missouri
$1.44M +$1.43M +28,490 New
MCM
47
MidAtlantic Capital Management
Virginia
$1.28M +$41.7K +829 +3%
EH
48
Equitable Holdings
New York
$1.27M -$4.99M -99,199 -80%
PAG
49
Private Advisor Group
New Jersey
$1.17M +$281K +5,578 +32%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.14M +$479K +9,531 +73%
1
2
3 4 5

EVTR Hedge Fund Activity: Q1 2025 in Review

94 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q1 2025, worth a combined $1.24B — up 61% from $766M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EVTR positions and 11 closed out — a net gain of 16 holders — while 50 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $273M. The largest seller was Equitable Holdings, cutting an estimated $4.99M.

  • 94 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q1 2025, up from 81 in Q4 2024.
  • Funds reported $1.24B of Eaton Vance Total Return Bond ETF stock for Q1 2025, up 61% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Total Return Bond ETF positions in Q1 2025 and 11 closed out, a net change of +16 holders.
  • The largest Eaton Vance Total Return Bond ETF buyer in Q1 2025 was Morgan Stanley, an estimated $273M added.
  • The largest Eaton Vance Total Return Bond ETF seller in Q1 2025 was Equitable Holdings, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2025.