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Eaton Vance Total Return Bond ETF

80 hedge funds and large institutions have $764M invested in Eaton Vance Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+30
Holders Change %
+60%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
31
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$405K +$405K +8,131 New
KPWS
52
Kestra Private Wealth Services
Texas
$368K +$368K +7,390 New
OFS
53
OneAscent Financial Services
Alabama
$335K +$335K +6,723 New
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$287K +$287K +5,759 New
CA
55
Crewe Advisors
Utah
$279K
PMWMG
56
Parr McKnight Wealth Management Group
Minnesota
$258K +$258K +5,177 New
PPP
57
Private Portfolio Partners
New Jersey
$244K -$12K -240 -5%
MFS
58
Miller Financial Services
Michigan
$242K +$242K +4,855 New
OC
59
Oppenheimer & Co
New York
$229K -$49.9K -1,000 -18%
Corient Private Wealth
60
Corient Private Wealth
Florida
$228K +$228K +4,569 New
QWM
61
Quadcap Wealth Management
Texas
$224K +$224K +4,493 New
KAS
62
KPP Advisory Services
Kentucky
$212K +$212K +4,250 New
AWA
63
Acorn Wealth Advisors
Michigan
$212K +$212K +4,250 New
CAM
64
Cozad Asset Management
Illinois
$206K +$206K +4,130 New
Cerity Partners
65
Cerity Partners
New York
$203K
BBHC
66
Brown Brothers Harriman & Co
New York
$196K +$196K +3,921 New
SAM
67
Synergy Asset Management
Washington
$184K +$184K +3,549 New
GWSG
68
GPS Wealth Strategies Group
Colorado
$167K +$167K +3,358 New
PS
69
Principal Securities
Iowa
$150K +$145K +2,912 +3,309%
WI
70
Wintrust Investments
Illinois
$78K +$78K +1,564 New
EB
71
Eastern Bank
Massachusetts
$72.5K +$72.5K +1,455 New
RFG
72
REAP Financial Group
Texas
$47.4K +$47.4K +951 New
HI
73
Harbour Investments
Wisconsin
$45.8K +$28.4K +569 +163%
AA
74
Ancora Advisors
Ohio
$39.9K +$39.9K +800 New
MCM
75
MAI Capital Management
Ohio
$30K +$30K +602 New