Eaton Vance Total Return Bond ETF
EVTR
51 hedge funds and large institutions have $404M invested in Eaton Vance Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 4 closing their positions.
450% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 4
320% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 5
159% more capital invested
Capital invested by funds: $156M → $404M (+$248M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
55% more funds holding
Funds holding: 33 → 51 (+18)
17.69% more ownership
Funds ownership: 45.06% → 62.75% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$118M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$30.5M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$19.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$16.6M |
| 5 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$20.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$729K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$449K |
| 4 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
-$277K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$123K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
51
International Assets Investment Management
Orlando,
Florida
| $2.02K | +$5.25M | +102,668 | +4,762% |
|
|
52
UBS Group
Zurich,
Switzerland
| – | -$449K | -9,043 | Closed |
|
|
CAC
53
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$277K | -5,588 | Closed |
|
|
54
Wells Fargo
San Francisco,
California
| – | -$123K | -2,468 | Closed |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| – | -$894 | -18 | Closed |
|
EVTR Hedge Fund Activity: Q3 2024 in Review
51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q3 2024, worth a combined $404M — up 159% from $156M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new EVTR positions and 4 closed out — a net gain of 18 holders — while 21 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $118M. The largest seller was Strategic Financial Concepts, cutting an estimated $20.5M.
- 51 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q3 2024, up from 33 in Q2 2024.
- Funds reported $404M of Eaton Vance Total Return Bond ETF stock for Q3 2024, up 159% quarter-over-quarter.
- 22 funds opened new Eaton Vance Total Return Bond ETF positions in Q3 2024 and 4 closed out, a net change of +18 holders.
- The largest Eaton Vance Total Return Bond ETF buyer in Q3 2024 was Morgan Stanley, an estimated $118M added.
- The largest Eaton Vance Total Return Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $20.5M sold.
Based on aggregated 13F filings for Q3 2024.