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Eaton Vance Total Return Bond ETF

111 hedge funds and large institutions have $1.59B invested in Eaton Vance Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+19
Holders Change %
+20.65%
% of All Funds
1.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
26
Increased
53
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFS
76
OneAscent Financial Services
Alabama
$479K +$44.3K +870 +10%
BFA
77
Beacon Financial Advisory
Ohio
$407K +$157K +3,092 +63%
KWM
78
Kingsview Wealth Management
Oregon
$402K -$15.3K -300 -4%
BCG
79
Breakwater Capital Group
New Jersey
$401K +$75.2K +1,479 +23%
GWSG
80
GPS Wealth Strategies Group
Colorado
$390K +$1.63K +32 +0.4%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$355K +$355K +6,972 New
SWP
82
Stratos Wealth Partners
Ohio
$338K +$72.7K +1,430 +27%
Cerity Partners
83
Cerity Partners
New York
$286K
CAG
84
Centerpoint Advisory Group
Kansas
$285K +$71.2K +1,400 +33%
MFS
85
Miller Financial Services
Michigan
$273K +$2.54K +50 +0.9%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$256K +$256K +5,025 New
BCM
87
Brookstone Capital Management
Illinois
$249K -$6.56K -129 -3%
AAS
88
Asset Allocation Strategies
Michigan
$239K +$239K +4,698 New
AWM
89
AE Wealth Management
Kansas
$233K +$233K +4,586 New
SIM
90
Studio Investment Management
Illinois
$218K +$218K +4,278 New
Goldman Sachs
91
Goldman Sachs
New York
$218K +$218K +4,283 New
PMWMG
92
Parr McKnight Wealth Management Group
Minnesota
$213K -$2.49K -49 -1%
CAM
93
Cozad Asset Management
Illinois
$210K
BAM
94
Belpointe Asset Management
Nevada
$203K -$4.22K -83 -2%
FFN
95
Focus Financial Network
Minnesota
$201K +$201K +3,939 New
SPIA
96
Steward Partners Investment Advisory
New York
$165K +$54.5K +1,072 +50%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$116K +$57.1K +1,123 +96%
CFB
98
Cullen/Frost Bankers
Texas
$94.6K +$94.6K +1,860 New
MA
99
Montag & Associates
Georgia
$58.1K +$58.1K +1,137 New
RFG
100
REAP Financial Group
Texas
$49.3K +$559 +11 +1%