EVTR icon

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
Holders Change %
% of All Funds
Holding in Top 10
6
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
Comerica Bank
51
Comerica Bank
Texas
$1.09M
SWM
52
SeaCrest Wealth Management
New York
$745K
SCA
53
Snowden Capital Advisors
New York
$653K
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$643K
CFD
55
Creative Financial Designs
Indiana
$598K
TNBTD
56
Trustmark National Bank Trust Department
Mississippi
$587K
SFC
57
Strategic Financial Concepts
Texas
$548K
AAS
58
Avantax Advisory Services
Texas
$547K
KAS
59
KPP Advisory Services
Kentucky
$479K
OC
60
Oppenheimer & Co
New York
$459K
OFS
61
OneAscent Financial Services
Alabama
$432K
KWM
62
Kingsview Wealth Management
Oregon
$415K
KPWS
63
Kestra Private Wealth Services
Texas
$399K
GWSG
64
GPS Wealth Strategies Group
Colorado
$386K
BCG
65
Breakwater Capital Group
New Jersey
$324K
Cerity Partners
66
Cerity Partners
New York
$285K
MFS
67
Miller Financial Services
Michigan
$269K
SWP
68
Stratos Wealth Partners
Ohio
$264K
BCM
69
Brookstone Capital Management
Illinois
$254K
BFA
70
Beacon Financial Advisory
Ohio
$249K
PEA
71
Park Edge Advisors
Ohio
$231K
AWA
72
Acorn Wealth Advisors
Michigan
$227K
P
73
&Partners
Tennessee
$220K
PMWMG
74
Parr McKnight Wealth Management Group
Minnesota
$215K
CAG
75
Centerpoint Advisory Group
Kansas
$213K