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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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
KPWS
76
Kestra Private Wealth Services
Texas
$500K
DADC
77
D.A. Davidson & Co
Montana
$492K
OFS
78
OneAscent Financial Services
Alabama
$479K
BFA
79
Beacon Financial Advisory
Ohio
$407K
KWM
80
Kingsview Wealth Management
Oregon
$402K
BCG
81
Breakwater Capital Group
New Jersey
$401K
GWSG
82
GPS Wealth Strategies Group
Colorado
$390K
Bank of New York Mellon
83
Bank of New York Mellon
New York
$355K
SWP
84
Stratos Wealth Partners
Ohio
$338K
Cerity Partners
85
Cerity Partners
New York
$286K
CAG
86
Centerpoint Advisory Group
Kansas
$285K
MFS
87
Miller Financial Services
Michigan
$273K
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$256K
BCM
89
Brookstone Capital Management
Illinois
$249K
AAS
90
Asset Allocation Strategies
Michigan
$239K
AWM
91
AE Wealth Management
Kansas
$233K
SIM
92
Studio Investment Management
Illinois
$218K
Goldman Sachs
93
Goldman Sachs
New York
$218K
PMWMG
94
Parr McKnight Wealth Management Group
Minnesota
$213K
CAM
95
Cozad Asset Management
Illinois
$210K
BAM
96
Belpointe Asset Management
Nevada
$203K
FFN
97
Focus Financial Network
Minnesota
$201K
SPIA
98
Steward Partners Investment Advisory
New York
$165K
JP Morgan Chase
99
JP Morgan Chase
New York
$116K
CFB
100
Cullen/Frost Bankers
Texas
$94.6K