Eaton Vance Total Return Bond ETF
EVTR
81 hedge funds and large institutions have $766M invested in Eaton Vance Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 32 increasing their positions, 8 reducing their positions, and 7 closing their positions.
457% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 7
300% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 8
90% more capital invested
Capital invested by funds: $404M → $766M (+$362M)
59% more funds holding
Funds holding: 51 → 81 (+30)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6.86% more ownership
Funds ownership: 62.75% → 69.61% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$131M |
| 2 |
Morgan Stanley
New York
|
+$115M |
| 3 |
LPL Financial
San Diego,
California
|
+$34.2M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$11.5M |
| 5 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$8.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$11.1M |
| 2 |
Jane Street
New York
|
-$1.93M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.74M |
| 4 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$1.47M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
76
MAI Capital Management
Independence,
Ohio
| $30K | +$30.5K | +602 | New |
|
|
CAS
77
Coppell Advisory Solutions
Coppell,
Texas
| $9.93K | +$10.1K | +199 | New |
|
|
DRP
78
Decker Retirement Planning
Levi,
Utah
| $9.62K | +$9.77K | +193 | New |
|
|
SS
79
Sunbelt Securities
Houston,
Texas
| $8.1K | +$101 | +2 | +1% |
|
80
UBS Group
Zurich,
Switzerland
| $1.45K | +$1.47K | +29 | New |
|
81
JP Morgan Chase
New York
| $748 | +$759 | +15 | New |
|
|
RWA
82
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$11.1M | -213,879 | Closed |
|
|
IAIM
83
International Assets Investment Management
Orlando,
Florida
| – | -$2.02K | -104,824 | Closed |
|
|
84
Jane Street
New York
| – | -$1.93M | -37,225 | Closed |
|
|
85
Citadel Advisors
Miami,
Florida
| – | -$1.74M | -33,651 | Closed |
|
|
ZIMP
86
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| – | -$1.47M | -28,474 | Closed |
|
|
CAG
87
Csenge Advisory Group
Clearwater,
Florida
| – | -$745K | -14,600 | Closed |
|
|
LWL
88
Leo Wealth LLC
Hurst,
Texas
| – | -$391K | -7,545 | Closed |
|
EVTR Hedge Fund Activity: Q4 2024 in Review
81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q4 2024, worth a combined $766M — up 90% from $404M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new EVTR positions and 7 closed out — a net gain of 32 holders — while 32 added to existing stakes and 8 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $131M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $11.1M sold.
- 81 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q4 2024, up from 51 in Q3 2024.
- Funds reported $766M of Eaton Vance Total Return Bond ETF stock for Q4 2024, up 90% quarter-over-quarter.
- 39 funds opened new Eaton Vance Total Return Bond ETF positions in Q4 2024 and 7 closed out, a net change of +32 holders.
- The largest Eaton Vance Total Return Bond ETF buyer in Q4 2024 was Wells Fargo, an estimated $131M added.
- The largest Eaton Vance Total Return Bond ETF seller in Q4 2024 was Redhawk Wealth Advisors, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2024.