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Eaton Vance Total Return Bond ETF

157 hedge funds and large institutions have $3.46B invested in Eaton Vance Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

487% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 15

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

32% more capital invested

Capital invested by funds: $2.63B → $3.46B (+$838M)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

23% more funds holding

Funds holding: 128157 (+29)

1.02% less ownership

Funds ownership: 83.9%82.88% (-1%)

Holders
157
Holders Change
+29
Holders Change %
+22.66%
% of All Funds
1.91%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.19%
New
45
Increased
88
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Centaurus Financial
California
$5.25M +$5.27M +101,999 New
TFM
52
Trademark Financial Management
Minnesota
$4.86M +$1.02M +19,838 +27%
MML Investors Services
53
MML Investors Services
Massachusetts
$4.61M +$359K +6,942 +8%
DWM
54
Drive Wealth Management
Utah
$4.4M +$4.41M +85,350 New
ARG
55
Advisory Resource Group
Oklahoma
$3.87M +$196K +3,796 +5%
Truist Financial
56
Truist Financial
North Carolina
$3.84M +$510K +9,870 +15%
BBWP
57
Beacon Bridge Wealth Partners
Pennsylvania
$3.82M +$3.83M +74,105 New
OFA
58
Oak Family Advisors
Illinois
$3.64M +$311K +6,017 +9%
SHF
59
Stage Harbor Financial
Massachusetts
$3.62M +$1.09M +21,151 +43%
AWA
60
Acorn Wealth Advisors
Michigan
$3.55M +$758K +14,678 +27%
FZCM
61
Flynn Zito Capital Management
New York
$3.55M -$455K -8,809 -11%
USCWA
62
U.S. Capital Wealth Advisors
Texas
$3.46M +$3.47M +67,093 New
PE
63
PCM Encore
Colorado
$3.32M +$3.33M +64,426 New
HWMO
64
Heritage Wealth Management (Ohio)
Ohio
$3.23M +$2.92M +56,481 +912%
FTS
65
Fifth Third Securities
Ohio
$3.15M +$49K +948 +2%
PPG
66
Peak Planning Group
Colorado
$3.03M +$3.04M +58,891 New
AAS
67
Ameritas Advisory Services
Nebraska
$2.94M +$2.95M +57,111 New
OP
68
ORG Partners
Indiana
$2.91M +$222K +4,300 +8%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$2.91M -$25.2K -487 -0.9%
FFS
70
Founders Financial Securities
Maryland
$2.71M +$812K +15,729 +43%
SF
71
Summit Financial
New Jersey
$2.63M +$986K +19,091 +60%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$2.56M +$2.57M +49,776 New
EH
73
Equitable Holdings
New York
$2.55M +$509K +9,861 +25%
Stifel Financial
74
Stifel Financial
Missouri
$2.47M +$726K +14,048 +41%
GIA
75
Gladstone Institutional Advisory
Florida
$2.42M +$165K +3,186 +7%