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Eaton Vance Total Return Bond ETF

113 hedge funds and large institutions have $1.62B invested in Eaton Vance Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

129% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $1.24B → $1.62B (+$386M)

20% more funds holding

Funds holding: 94113 (+19)

5.66% more ownership

Funds ownership: 74.59%80.25% (+5.7%)

Holders
113
Holders Change
+19
Holders Change %
+20.21%
% of All Funds
1.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
26
Increased
55
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$1.54M -$42.7K -848 -3%
CWM
52
Cornerstone Wealth Management
Missouri
$1.44M -$10.5K -208 -0.7%
Stifel Financial
53
Stifel Financial
Missouri
$1.37M +$1.35M +26,865 New
MCM
54
MidAtlantic Capital Management
Virginia
$1.36M +$70.7K +1,404 +6%
Comerica Bank
55
Comerica Bank
Texas
$1.1M +$805 +16 +0.1%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$981K +$332K +6,589 +52%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$970K -$175K -3,479 -15%
PS
58
Principal Securities
Iowa
$917K +$756K +15,022 +501%
SCA
59
Snowden Capital Advisors
New York
$904K +$244K +4,850 +38%
P
60
&Partners
Tennessee
$876K +$644K +12,797 +289%
SWM
61
SeaCrest Wealth Management
New York
$868K +$118K +2,351 +16%
BFA
62
Blueprint Financial Advisors
North Carolina
$833K +$824K +16,371 New
LWL
63
Leo Wealth LLC
Texas
$721K +$714K +14,183 New
SA
64
Sanctuary Advisors
Indiana
$719K -$163K -3,242 -19%
AWS
65
Atria Wealth Solutions
New York
$700K +$690K +13,714 New
AAS
66
Avantax Advisory Services
Texas
$652K +$101K +2,005 +19%
SC
67
Soundwatch Capital
Connecticut
$634K +$178K +3,536 New
CFD
68
Creative Financial Designs
Indiana
$609K +$8.25K +164 +1%
OC
69
Oppenheimer & Co
New York
$597K +$134K +2,671 +29%
KAS
70
KPP Advisory Services
Kentucky
$596K +$114K +2,258 +24%
TNBTD
71
Trustmark National Bank Trust Department
Mississippi
$590K
RA
72
RFG Advisory
Alabama
$569K +$563K +11,178 New
KAS
73
Kestra Advisory Services
Texas
$551K +$340K +6,765 +166%
SFC
74
Strategic Financial Concepts
Texas
$549K -$1.21K -24 -0.2%
IWC
75
Integrated Wealth Concepts
Massachusetts
$518K -$580K -11,520 -53%

EVTR Hedge Fund Activity: Q2 2025 in Review

113 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q2 2025, worth a combined $1.62B — up 31% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EVTR positions and 7 closed out — a net gain of 19 holders — while 55 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $259M. The largest seller was Jane Street, exiting entirely with an estimated $7.02M sold.

  • 113 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $1.62B of Eaton Vance Total Return Bond ETF stock for Q2 2025, up 31% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Total Return Bond ETF positions in Q2 2025 and 7 closed out, a net change of +19 holders.
  • The largest Eaton Vance Total Return Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $259M added.
  • The largest Eaton Vance Total Return Bond ETF seller in Q2 2025 was Jane Street, an estimated $7.02M sold.

Based on aggregated 13F filings for Q2 2025.