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Eaton Vance Total Return Bond ETF

125 hedge funds and large institutions have $2.62B invested in Eaton Vance Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
CFD
76
Creative Financial Designs
Indiana
$878K
BFA
77
Blueprint Financial Advisors
North Carolina
$788K
BIP
78
Blueprint Investment Partners
North Carolina
$788K
RA
79
RFG Advisory
Alabama
$773K
KAS
80
KPP Advisory Services
Kentucky
$721K
OC
81
Oppenheimer & Co
New York
$702K
Cerity Partners
82
Cerity Partners
New York
$643K
SFC
83
Strategic Financial Concepts
Texas
$555K
WWA
84
WCG Wealth Advisors
Nevada
$528K
KAS
85
Kestra Advisory Services
Texas
$525K
IWC
86
Integrated Wealth Concepts
Massachusetts
$524K
CFP
87
Catalyst Financial Partners
Massachusetts
$515K
BFA
88
Beacon Financial Advisory
Ohio
$486K
SWP
89
Stratos Wealth Partners
Ohio
$464K
OFS
90
OneAscent Financial Services
Alabama
$432K
MAM
91
MMA Asset Management
Pennsylvania
$416K
GWSG
92
GPS Wealth Strategies Group
Colorado
$389K
BCG
93
Breakwater Capital Group
New Jersey
$384K
MFS
94
Miller Financial Services
Michigan
$338K
KPWS
95
Kestra Private Wealth Services
Texas
$324K
HWMO
96
Heritage Wealth Management (Ohio)
Ohio
$319K
CAG
97
Centerpoint Advisory Group
Kansas
$289K
Renaissance Technologies
98
Renaissance Technologies
New York
$288K
SIM
99
Studio Investment Management
Illinois
$278K
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$258K