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Eaton Vance Total Return Bond ETF

176 hedge funds and large institutions have $4.11B invested in Eaton Vance Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 106 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 22

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $3.46B → $4.11B (+$644M)

12% more funds holding

Funds holding: 157176 (+19)

0.22% more ownership

Funds ownership: 82.88%83.1% (+0.22%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
176
Holders Change
+19
Holders Change %
+12.1%
% of All Funds
2.17%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
34
Increased
106
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$6.41M +$6.5M +126,230 New
PS
52
Principal Securities
Iowa
$6.03M +$265K +5,145 +5%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$6.01M +$3.19M +61,893 +110%
UCFA
54
United Capital Financial Advisors
Texas
$5.84M +$42.8K +831 +0.7%
BFA
55
Blueprint Financial Advisors
North Carolina
$5.84M +$5.93M +115,042 New
BIP
56
Blueprint Investment Partners
North Carolina
$5.84M +$5.93M +115,042 New
DWM
57
Drive Wealth Management
Utah
$5.68M +$1.34M +26,045 +31%
SF
58
Summit Financial
New Jersey
$5.51M +$2.94M +56,974 +111%
CF
59
Centaurus Financial
California
$5.26M +$90.2K +1,751 +2%
SHF
60
Stage Harbor Financial
Massachusetts
$5.1M +$1.55M +30,091 +43%
WAM
61
WNY Asset Management
New York
$4.91M +$4.98M +96,736 New
Mariner
62
Mariner
Kansas
$4.78M +$4.85M +94,190 New
AWA
63
Acorn Wealth Advisors
Michigan
$4.22M +$732K +14,213 +21%
FZCM
64
Flynn Zito Capital Management
New York
$4.17M +$685K +13,302 +19%
Truist Financial
65
Truist Financial
North Carolina
$3.98M +$196K +3,797 +5%
ARG
66
Advisory Resource Group
Oklahoma
$3.89M +$76.8K +1,491 +2%
BBWP
67
Beacon Bridge Wealth Partners
Pennsylvania
$3.84M +$77.9K +1,512 +2%
HWMO
68
Heritage Wealth Management (Ohio)
Ohio
$3.76M +$585K +11,358 +18%
NA
69
NewEdge Advisors
Louisiana
$3.69M +$1.52M +29,575 +69%
USCWA
70
U.S. Capital Wealth Advisors
Texas
$3.52M +$115K +2,230 +3%
TFM
71
Trademark Financial Management
Minnesota
$3.41M -$1.39M -27,054 -29%
FFN
72
Focus Financial Network
Minnesota
$3.31M +$2.59M +50,250 +344%
AAS
73
Ameritas Advisory Services
Nebraska
$3.3M +$408K +7,913 +14%
Corient Private Wealth
74
Corient Private Wealth
Florida
$3.28M -$3.28M -63,698 -50%
PE
75
PCM Encore
Colorado
$3.28M +$11.3K +219 +0.3%