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Eaton Vance Total Return Bond ETF

176 hedge funds and large institutions have $4.11B invested in Eaton Vance Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 106 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 22

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $3.46B → $4.11B (+$644M)

12% more funds holding

Funds holding: 157176 (+19)

0.22% more ownership

Funds ownership: 82.88%83.1% (+0.22%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
176
Holders Change
+19
Holders Change %
+12.1%
% of All Funds
2.17%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
34
Increased
106
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
26
Destiny Wealth Partners
Florida
$14.7M +$58.3K +1,132 +0.4%
CTA
27
Clear Trail Advisors
Texas
$14.7M +$14.9M +288,719 New
BIP
28
Bouvel Investment Partners
Pennsylvania
$13.2M -$276K -5,352 -2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$13.1M +$5.49M +106,511 +70%
SA
30
Sanctuary Advisors
Indiana
$12.8M +$2.61M +50,590 +25%
MWM
31
Madrid Wealth Management
New Mexico
$12.6M +$1.97M +38,223 +18%
WWM
32
Western Wealth Management
Colorado
$12.4M +$1.09M +21,161 +9%
HWM
33
Horizon Wealth Management
Illinois
$12.2M -$18.5M -358,903 -60%
HI
34
Harbour Investments
Wisconsin
$12M +$12M +233,636 +7,204%
SCP
35
Stevens Capital Partners
Nebraska
$12M -$3.17M -61,566 -21%
LOIP
36
Live Oak Investment Partners
Texas
$11.9M +$3.48M +67,481 +40%
SCA
37
Snowden Capital Advisors
New York
$11.5M +$11.7K +227 +0.1%
SL
38
Systelligence LLC
Minnesota
$10.4M -$5.34M -103,652 -34%
PSCM
39
Per Stirling Capital Management
Texas
$8.53M +$146K +2,830 +2%
BRIA
40
Balanced Rock Investment Advisors
Massachusetts
$7.82M +$366K +7,103 +5%
PIA
41
Pinion Investment Advisors
Kansas
$7.71M +$2.01M +39,022 +35%
AAS
42
Asset Allocation Strategies
Michigan
$7.68M +$2.24M +43,419 +40%
KWM
43
Kingsview Wealth Management
Oregon
$7.28M +$229K +4,449 +3%
PF
44
Penney Financial
Texas
$7.06M +$234K +4,549 +3%
WSFG
45
Wall Street Financial Group
Illinois
$7.05M +$1.09M +21,140 +18%
Goldman Sachs
46
Goldman Sachs
New York
$6.97M -$3.41M -66,218 -33%
EIA
47
Eldridge Investment Advisors
New Hampshire
$6.96M -$32.1K -623 -0.5%
PAG
48
Private Advisor Group
New Jersey
$6.79M +$192K +3,729 +3%
OFA
49
Oak Family Advisors
Illinois
$6.63M +$3.09M +60,067 +85%
MML Investors Services
50
MML Investors Services
Massachusetts
$6.54M +$2.02M +39,170 +44%