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Eaton Vance Total Return Bond ETF

125 hedge funds and large institutions have $2.62B invested in Eaton Vance Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
KWM
51
Kingsview Wealth Management
Oregon
$3.18M
FTS
52
Fifth Third Securities
Ohio
$3.1M
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$2.93M
AWA
54
Acorn Wealth Advisors
Michigan
$2.79M
OP
55
ORG Partners
Indiana
$2.69M
SHF
56
Stage Harbor Financial
Massachusetts
$2.53M
GIA
57
Gladstone Institutional Advisory
Florida
$2.25M
MFG
58
Merit Financial Group
Georgia
$2.25M
CWM
59
Cornerstone Wealth Management
Missouri
$2.23M
EH
60
Equitable Holdings
New York
$2.04M
NA
61
NewEdge Advisors
Louisiana
$2M
P
62
&Partners
Tennessee
$1.9M
FFS
63
Founders Financial Securities
Maryland
$1.9M
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$1.75M
Stifel Financial
65
Stifel Financial
Missouri
$1.74M
SF
66
Summit Financial
New Jersey
$1.65M
Comerica Bank
67
Comerica Bank
Texas
$1.6M
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$1.38M
MCM
69
MidAtlantic Capital Management
Virginia
$1.31M
SWM
70
SeaCrest Wealth Management
New York
$1.3M
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.27M
Citadel Advisors
72
Citadel Advisors
Florida
$1.16M
NEWAS
73
N.E.W. Advisory Services
Wisconsin
$1.1M
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$1.02M
OWA
75
Opal Wealth Advisors
New York
$994K