EVTR icon

Eaton Vance Total Return Bond ETF

127 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, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
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
SA
83
Sanctuary Advisors
Indiana
$609K
SFC
84
Strategic Financial Concepts
Texas
$555K
WWA
85
WCG Wealth Advisors
Nevada
$528K
KAS
86
Kestra Advisory Services
Texas
$525K
IWC
87
Integrated Wealth Concepts
Massachusetts
$524K
CFP
88
Catalyst Financial Partners
Massachusetts
$515K
BFA
89
Beacon Financial Advisory
Ohio
$486K
SWP
90
Stratos Wealth Partners
Ohio
$464K
OFS
91
OneAscent Financial Services
Alabama
$432K
MAM
92
MMA Asset Management
Pennsylvania
$416K
GWSG
93
GPS Wealth Strategies Group
Colorado
$389K
BCG
94
Breakwater Capital Group
New Jersey
$384K
MFS
95
Miller Financial Services
Michigan
$338K
KPWS
96
Kestra Private Wealth Services
Texas
$324K
HWMO
97
Heritage Wealth Management (Ohio)
Ohio
$319K
CAG
98
Centerpoint Advisory Group
Kansas
$289K
Renaissance Technologies
99
Renaissance Technologies
New York
$288K
SIM
100
Studio Investment Management
Illinois
$278K