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Eaton Vance Total Return Bond ETF

156 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 44 funds opening new positions, 88 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
51
Trademark Financial Management
Minnesota
$4.86M
MML Investors Services
52
MML Investors Services
Massachusetts
$4.61M
DWM
53
Drive Wealth Management
Utah
$4.4M
ARG
54
Advisory Resource Group
Oklahoma
$3.87M
Truist Financial
55
Truist Financial
North Carolina
$3.84M
BBWP
56
Beacon Bridge Wealth Partners
Pennsylvania
$3.82M
OFA
57
Oak Family Advisors
Illinois
$3.64M
SHF
58
Stage Harbor Financial
Massachusetts
$3.62M
AWA
59
Acorn Wealth Advisors
Michigan
$3.55M
FZCM
60
Flynn Zito Capital Management
New York
$3.55M
USCWA
61
U.S. Capital Wealth Advisors
Texas
$3.46M
PE
62
PCM Encore
Colorado
$3.32M
Corient Private Wealth
63
Corient Private Wealth
Florida
$3.31M
HWMO
64
Heritage Wealth Management (Ohio)
Ohio
$3.23M
FTS
65
Fifth Third Securities
Ohio
$3.15M
PPG
66
Peak Planning Group
Colorado
$3.03M
AAS
67
Ameritas Advisory Services
Nebraska
$2.94M
OP
68
ORG Partners
Indiana
$2.91M
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$2.91M
FFS
70
Founders Financial Securities
Maryland
$2.71M
SF
71
Summit Financial
New Jersey
$2.63M
Bank of New York Mellon
72
Bank of New York Mellon
New York
$2.56M
EH
73
Equitable Holdings
New York
$2.55M
Stifel Financial
74
Stifel Financial
Missouri
$2.47M
GIA
75
Gladstone Institutional Advisory
Florida
$2.42M