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Eaton Vance Total Return Bond ETF

92 hedge funds and large institutions have $1.23B invested in Eaton Vance Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.25%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
27
Increased
49
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$1.09M +$538K +10,628 +97%
SWM
52
SeaCrest Wealth Management
New York
$745K +$314K +6,193 +73%
SCA
53
Snowden Capital Advisors
New York
$653K -$196K -3,850 -23%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$643K +$352K +6,943 +121%
CFD
55
Creative Financial Designs
Indiana
$598K +$598K +11,813 New
TNBTD
56
Trustmark National Bank Trust Department
Mississippi
$587K +$587K +11,600 New
SFC
57
Strategic Financial Concepts
Texas
$548K +$48.1K +950 +10%
AAS
58
Avantax Advisory Services
Texas
$547K +$136K +2,680 +33%
KAS
59
KPP Advisory Services
Kentucky
$479K +$264K +5,216 +123%
OC
60
Oppenheimer & Co
New York
$459K +$226K +4,469 +97%
OFS
61
OneAscent Financial Services
Alabama
$432K +$91.8K +1,815 +27%
KWM
62
Kingsview Wealth Management
Oregon
$415K -$18.8K -372 -4%
KPWS
63
Kestra Private Wealth Services
Texas
$399K +$25K +493 +7%
GWSG
64
GPS Wealth Strategies Group
Colorado
$386K +$216K +4,271 +127%
BCG
65
Breakwater Capital Group
New Jersey
$324K +$324K +6,397 New
Cerity Partners
66
Cerity Partners
New York
$285K +$78.3K +1,546 +38%
MFS
67
Miller Financial Services
Michigan
$269K +$23K +454 +9%
SWP
68
Stratos Wealth Partners
Ohio
$264K +$264K +5,210 New
BCM
69
Brookstone Capital Management
Illinois
$254K +$254K +5,024 New
BFA
70
Beacon Financial Advisory
Ohio
$249K +$249K +4,915 New
PEA
71
Park Edge Advisors
Ohio
$231K +$231K +4,557 New
AWA
72
Acorn Wealth Advisors
Michigan
$227K +$11.6K +229 +5%
P
73
&Partners
Tennessee
$220K +$220K +4,432 New
PMWMG
74
Parr McKnight Wealth Management Group
Minnesota
$215K -$47.6K -940 -18%
CAG
75
Centerpoint Advisory Group
Kansas
$213K +$213K +4,210 New