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Eaton Vance Total Return Bond ETF

111 hedge funds and large institutions have $1.59B invested in Eaton Vance Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+19
Holders Change %
+20.65%
% of All Funds
1.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
26
Increased
53
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.65M +$2.01M +39,458 +43%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$6.5M +$320K +6,300 +5%
BRIA
28
Balanced Rock Investment Advisors
Massachusetts
$6.21M +$6.21M +121,997 New
PF
29
Penney Financial
Texas
$5.75M +$5.75M +113,122 New
Citadel Advisors
30
Citadel Advisors
Florida
$4.74M +$1.08M +21,267 +30%
PAG
31
Private Advisor Group
New Jersey
$4.33M +$3.16M +62,089 +269%
AF
32
Apexium Financial
Texas
$4.23M +$2.42M +47,414 +134%
FZCM
33
Flynn Zito Capital Management
New York
$4.05M +$63.7K +1,253 +2%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.89M +$341K +6,705 +10%
GWP
35
Gateway Wealth Partners
Wisconsin
$3.5M -$98.2K -1,931 -3%
ARG
36
Advisory Resource Group
Oklahoma
$3.46M +$126K +2,470 +4%
TFM
37
Trademark Financial Management
Minnesota
$3.24M +$199K +3,922 +7%
Truist Financial
38
Truist Financial
North Carolina
$3.08M -$571K -11,229 -16%
FTS
39
Fifth Third Securities
Ohio
$2.95M +$98.3K +1,932 +3%
OP
40
ORG Partners
Indiana
$2.68M +$511K +10,062 +24%
PIA
41
Pinion Investment Advisors
Kansas
$2.51M -$987K -19,402 -28%
MFG
42
Merit Financial Group
Georgia
$2.3M -$755K -14,851 -25%
GIA
43
Gladstone Institutional Advisory
Florida
$2.24M +$161K +3,165 +8%
SCP
44
Stevens Capital Partners
Nebraska
$2.04M +$2.04M +39,968 New
SHF
45
Stage Harbor Financial
Massachusetts
$1.99M +$409K +8,042 +26%
NA
46
NewEdge Advisors
Louisiana
$1.93M -$741K -14,558 -28%
FFS
47
Founders Financial Securities
Maryland
$1.88M +$1.88M +36,884 New
EH
48
Equitable Holdings
New York
$1.6M +$327K +6,437 +26%
AAS
49
Ameritas Advisory Services
Nebraska
$1.57M +$1.57M +30,799 New
Ameriprise
50
Ameriprise
Minnesota
$1.54M -$43.1K -848 -3%