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Eaton Vance Total Return Bond ETF

157 hedge funds and large institutions have $3.46B invested in Eaton Vance Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

487% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 15

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

32% more capital invested

Capital invested by funds: $2.63B → $3.46B (+$838M)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

23% more funds holding

Funds holding: 128157 (+29)

1.02% less ownership

Funds ownership: 83.9%82.88% (-1%)

Holders
157
Holders Change
+29
Holders Change %
+22.66%
% of All Funds
1.91%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.19%
New
45
Increased
88
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
26
Destiny Wealth Partners
Florida
$14.9M +$589K +11,403 +4%
BIP
27
Bouvel Investment Partners
Pennsylvania
$13.7M +$1.29M +24,997 +10%
DADC
28
D.A. Davidson & Co
Montana
$13.4M +$5.07M +98,219 +60%
SCA
29
Snowden Capital Advisors
New York
$11.6M +$2.94M +56,953 +34%
WWM
30
Western Wealth Management
Colorado
$11.5M +$218K +4,212 +2%
MWM
31
Madrid Wealth Management
New Mexico
$10.9M +$10.9M +210,935 New
Goldman Sachs
32
Goldman Sachs
New York
$10.5M +$10.5M +203,529 New
SA
33
Sanctuary Advisors
Indiana
$10.4M +$9.85M +190,772 +1,612%
LOIP
34
Live Oak Investment Partners
Texas
$8.61M +$8.64M +167,205 New
PSCM
35
Per Stirling Capital Management
Texas
$8.51M +$467K +9,038 +6%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.83M +$1.63M +31,509 +26%
BRIA
37
Balanced Rock Investment Advisors
Massachusetts
$7.57M +$545K +10,555 +8%
KWM
38
Kingsview Wealth Management
Oregon
$7.16M +$3.99M +77,225 +125%
EIA
39
Eldridge Investment Advisors
New Hampshire
$7.09M +$153K +2,962 +2%
PF
40
Penney Financial
Texas
$6.93M +$852K +16,494 +14%
MOS
41
MGO One Seven
Ohio
$6.8M +$6.82M +132,041 New
PAG
42
Private Advisor Group
New Jersey
$6.69M +$1.31M +25,367 +24%
NEWAS
43
N.E.W. Advisory Services
Wisconsin
$6.68M +$5.59M +108,261 +505%
Corient Private Wealth
44
Corient Private Wealth
Florida
$6.61M +$3.37M +65,162 +103%
WSFG
45
Wall Street Financial Group
Illinois
$6.07M +$1.29M +24,899 +27%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$6.02M +$6.04M +116,921 New
UCFA
47
United Capital Financial Advisors
Texas
$5.88M +$5.9M +114,279 New
PS
48
Principal Securities
Iowa
$5.86M +$497K +9,613 +9%
PIA
49
Pinion Investment Advisors
Kansas
$5.81M +$1.52M +29,521 +35%
AAS
50
Asset Allocation Strategies
Michigan
$5.55M +$1.62M +31,455 +41%