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Eaton Vance Total Return Bond ETF

113 hedge funds and large institutions have $1.62B invested in Eaton Vance Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

129% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $1.24B → $1.62B (+$386M)

20% more funds holding

Funds holding: 94113 (+19)

5.66% more ownership

Funds ownership: 74.59%80.25% (+5.7%)

Holders
113
Holders Change
+19
Holders Change %
+20.21%
% of All Funds
1.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
26
Increased
55
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
76
Kestra Private Wealth Services
Texas
$500K +$97.8K +1,943 +25%
DADC
77
D.A. Davidson & Co
Montana
$492K +$487K +9,667 New
OFS
78
OneAscent Financial Services
Alabama
$479K +$43.8K +870 +10%
BFA
79
Beacon Financial Advisory
Ohio
$407K +$156K +3,092 +63%
KWM
80
Kingsview Wealth Management
Oregon
$402K -$15.1K -300 -4%
BCG
81
Breakwater Capital Group
New Jersey
$401K +$74.4K +1,479 +23%
GWSG
82
GPS Wealth Strategies Group
Colorado
$390K +$1.61K +32 +0.4%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$355K +$351K +6,972 New
SWP
84
Stratos Wealth Partners
Ohio
$338K +$72K +1,430 +27%
Cerity Partners
85
Cerity Partners
New York
$286K
CAG
86
Centerpoint Advisory Group
Kansas
$285K +$70.5K +1,400 +33%
MFS
87
Miller Financial Services
Michigan
$273K +$2.52K +50 +0.9%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$256K +$253K +5,025 New
BCM
89
Brookstone Capital Management
Illinois
$249K -$6.49K -129 -3%
AAS
90
Asset Allocation Strategies
Michigan
$239K +$236K +4,698 New
AWM
91
AE Wealth Management
Kansas
$233K +$231K +4,586 New
SIM
92
Studio Investment Management
Illinois
$218K +$215K +4,278 New
Goldman Sachs
93
Goldman Sachs
New York
$218K +$216K +4,283 New
PMWMG
94
Parr McKnight Wealth Management Group
Minnesota
$213K -$2.47K -49 -1%
CAM
95
Cozad Asset Management
Illinois
$210K
BAM
96
Belpointe Asset Management
Nevada
$203K -$4.18K -83 -2%
FFN
97
Focus Financial Network
Minnesota
$201K +$198K +3,939 New
SPIA
98
Steward Partners Investment Advisory
New York
$165K +$54K +1,072 +50%
JP Morgan Chase
99
JP Morgan Chase
New York
$116K +$56.5K +1,123 +96%
CFB
100
Cullen/Frost Bankers
Texas
$94.6K +$93.6K +1,860 New

EVTR Hedge Fund Activity: Q2 2025 in Review

113 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q2 2025, worth a combined $1.62B — up 31% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EVTR positions and 7 closed out — a net gain of 19 holders — while 55 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $259M. The largest seller was Jane Street, exiting entirely with an estimated $7.02M sold.

  • 113 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $1.62B of Eaton Vance Total Return Bond ETF stock for Q2 2025, up 31% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Total Return Bond ETF positions in Q2 2025 and 7 closed out, a net change of +19 holders.
  • The largest Eaton Vance Total Return Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $259M added.
  • The largest Eaton Vance Total Return Bond ETF seller in Q2 2025 was Jane Street, an estimated $7.02M sold.

Based on aggregated 13F filings for Q2 2025.