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Eaton Vance Total Return Bond ETF

92 hedge funds and large institutions have $1.23B invested in Eaton Vance Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.25%
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
49
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.62M +$1.81M +35,656 +64%
FZCM
27
Flynn Zito Capital Management
New York
$3.97M +$3.15M +62,286 +386%
Citadel Advisors
28
Citadel Advisors
Florida
$3.64M +$3.64M +71,861 New
Truist Financial
29
Truist Financial
North Carolina
$3.63M +$391K +7,716 +12%
GWP
30
Gateway Wealth Partners
Wisconsin
$3.58M +$3.58M +70,786 New
MML Investors Services
31
MML Investors Services
Massachusetts
$3.53M +$2.95M +58,253 +509%
PIA
32
Pinion Investment Advisors
Kansas
$3.48M +$3.48M +68,782 New
ARG
33
Advisory Resource Group
Oklahoma
$3.32M +$311K +6,141 +10%
MFG
34
Merit Financial Group
Georgia
$3.04M +$13.1K +258 +0.4%
TFM
35
Trademark Financial Management
Minnesota
$3.03M +$2.54M +50,257 +527%
FTS
36
Fifth Third Securities
Ohio
$2.84M +$1.12M +22,111 +65%
NA
37
NewEdge Advisors
Louisiana
$2.66M +$236K +4,658 +10%
WSFG
38
Wall Street Financial Group
Illinois
$2.19M +$165K +3,267 +8%
GIA
39
Gladstone Institutional Advisory
Florida
$2.07M +$356K +7,022 +21%
OP
40
ORG Partners
Indiana
$1.84M +$1.84M +42,621 New
AF
41
Apexium Financial
Texas
$1.8M +$1.8M +35,370 New
Ameriprise
42
Ameriprise
Minnesota
$1.58M -$42.5K -839 -3%
SHF
43
Stage Harbor Financial
Massachusetts
$1.58M +$761K +15,030 +93%
FTUS
44
Flow Traders U.S.
New York
$1.5M -$1.28M -25,291 -46%
CWM
45
Cornerstone Wealth Management
Missouri
$1.44M +$1.44M +28,490 New
MCM
46
MidAtlantic Capital Management
Virginia
$1.28M +$42K +829 +3%
EH
47
Equitable Holdings
New York
$1.27M -$5.02M -99,199 -80%
PAG
48
Private Advisor Group
New Jersey
$1.17M +$282K +5,578 +32%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.14M +$483K +9,531 +73%
IWC
50
Integrated Wealth Concepts
Massachusetts
$1.1M +$3.09K +61 +0.3%