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Eaton Vance Total Return Bond ETF

92 hedge funds and large institutions have $1.23B invested in Eaton Vance Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.25%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
27
Increased
49
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
76
Cozad Asset Management
Illinois
$209K
KAS
77
Kestra Advisory Services
Texas
$206K +$206K +4,077 New
BAM
78
Belpointe Asset Management
Nevada
$206K +$206K +4,069 New
PS
79
Principal Securities
Iowa
$150K
Bank of America
80
Bank of America
North Carolina
$113K +$113K +2,227 New
SPIA
81
Steward Partners Investment Advisory
New York
$110K -$2M -39,444 -95%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$59K +$58.2K +1,149 +7,660%
RFG
83
REAP Financial Group
Texas
$48.5K +$405 +8 +0.8%
HI
84
Harbour Investments
Wisconsin
$46.5K
AA
85
Ancora Advisors
Ohio
$40.5K
CCM
86
Coldstream Capital Management
Washington
$34.9K +$34.9K +690 New
EB
87
Eastern Bank
Massachusetts
$32.9K -$40.8K -805 -55%
MCM
88
MAI Capital Management
Ohio
$30.5K
TF
89
Tompkins Financial
New York
$25.8K +$25.8K +510 New
IA
90
IFP Advisors
Florida
$12.7K +$12.7K +251 New
Jones Financial Companies
91
Jones Financial Companies
Missouri
$4.92K +$4.92K +97 New
SS
92
Sunbelt Securities
Texas
$1.72K -$6.48K -128 -79%
IAA
93
Independent Advisor Alliance
North Carolina
-$4.12M -82,634 Closed
IA
94
Inspire Advisors
Idaho
-$3.66M -73,354 Closed
HWM
95
Horizon Wealth Management
Illinois
-$659K -13,221 Closed
AI
96
Atria Investments
North Carolina
-$516K -10,358 Closed
CA
97
Crewe Advisors
Utah
-$279K -5,592 Closed
Corient Private Wealth
98
Corient Private Wealth
Florida
-$228K -4,569 Closed
BBHC
99
Brown Brothers Harriman & Co
New York
-$196K -3,921 Closed
SAM
100
Synergy Asset Management
Washington
-$184K -3,549 Closed