We are live on ! Find out more
EVTR icon

Eaton Vance Total Return Bond ETF

113 hedge funds and large institutions have $1.62B invested in Eaton Vance Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

129% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $1.24B → $1.62B (+$386M)

20% more funds holding

Funds holding: 94113 (+19)

5.66% more ownership

Funds ownership: 74.59%80.25% (+5.7%)

Holders
113
Holders Change
+19
Holders Change %
+20.21%
% of All Funds
1.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
26
Increased
55
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.65M +$1.99M +39,458 +43%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$6.5M +$317K +6,300 +5%
BRIA
28
Balanced Rock Investment Advisors
Massachusetts
$6.21M +$6.14M +121,997 New
PF
29
Penney Financial
Texas
$5.75M +$5.69M +113,122 New
Citadel Advisors
30
Citadel Advisors
Florida
$4.74M +$1.07M +21,267 +30%
WSFG
31
Wall Street Financial Group
Illinois
$4.63M +$2.41M +47,825 +111%
PAG
32
Private Advisor Group
New Jersey
$4.33M +$3.12M +62,089 +269%
AF
33
Apexium Financial
Texas
$4.23M +$2.39M +47,414 +134%
FZCM
34
Flynn Zito Capital Management
New York
$4.05M +$63.1K +1,253 +2%
MML Investors Services
35
MML Investors Services
Massachusetts
$3.89M +$337K +6,705 +10%
GWP
36
Gateway Wealth Partners
Wisconsin
$3.5M -$97.2K -1,931 -3%
ARG
37
Advisory Resource Group
Oklahoma
$3.46M +$124K +2,470 +4%
TFM
38
Trademark Financial Management
Minnesota
$3.24M +$197K +3,922 +7%
Truist Financial
39
Truist Financial
North Carolina
$3.08M -$565K -11,229 -16%
FTS
40
Fifth Third Securities
Ohio
$2.95M +$97.2K +1,932 +3%
OP
41
ORG Partners
Indiana
$2.68M +$506K +10,062 +24%
PIA
42
Pinion Investment Advisors
Kansas
$2.51M -$976K -19,402 -28%
MFG
43
Merit Financial Group
Georgia
$2.3M -$747K -14,851 -25%
GIA
44
Gladstone Institutional Advisory
Florida
$2.24M +$159K +3,165 +8%
SCP
45
Stevens Capital Partners
Nebraska
$2.04M +$2.01M +39,968 New
SHF
46
Stage Harbor Financial
Massachusetts
$1.99M +$405K +8,042 +26%
NA
47
NewEdge Advisors
Louisiana
$1.93M -$733K -14,558 -28%
FFS
48
Founders Financial Securities
Maryland
$1.88M +$1.86M +36,884 New
EH
49
Equitable Holdings
New York
$1.6M +$324K +6,437 +26%
AAS
50
Ameritas Advisory Services
Nebraska
$1.57M +$1.55M +30,799 New

EVTR Hedge Fund Activity: Q2 2025 in Review

113 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q2 2025, worth a combined $1.62B — up 31% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EVTR positions and 7 closed out — a net gain of 19 holders — while 55 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $259M. The largest seller was Jane Street, exiting entirely with an estimated $7.02M sold.

  • 113 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $1.62B of Eaton Vance Total Return Bond ETF stock for Q2 2025, up 31% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Total Return Bond ETF positions in Q2 2025 and 7 closed out, a net change of +19 holders.
  • The largest Eaton Vance Total Return Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $259M added.
  • The largest Eaton Vance Total Return Bond ETF seller in Q2 2025 was Jane Street, an estimated $7.02M sold.

Based on aggregated 13F filings for Q2 2025.