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Eaton Vance Total Return Bond ETF

128 hedge funds and large institutions have $2.63B invested in Eaton Vance Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
OWA
76
Opal Wealth Advisors
New York
$994K
CFD
77
Creative Financial Designs
Indiana
$878K
BFA
78
Blueprint Financial Advisors
North Carolina
$788K
BIP
79
Blueprint Investment Partners
North Carolina
$788K
RA
80
RFG Advisory
Alabama
$773K
KAS
81
KPP Advisory Services
Kentucky
$721K
OC
82
Oppenheimer & Co
New York
$702K
Cerity Partners
83
Cerity Partners
New York
$643K
SA
84
Sanctuary Advisors
Indiana
$609K
SFC
85
Strategic Financial Concepts
Texas
$555K
WWA
86
WCG Wealth Advisors
Nevada
$528K
KAS
87
Kestra Advisory Services
Texas
$525K
IWC
88
Integrated Wealth Concepts
Massachusetts
$524K
CFP
89
Catalyst Financial Partners
Massachusetts
$515K
BFA
90
Beacon Financial Advisory
Ohio
$486K
SWP
91
Stratos Wealth Partners
Ohio
$464K
OFS
92
OneAscent Financial Services
Alabama
$432K
MAM
93
MMA Asset Management
Pennsylvania
$416K
GWSG
94
GPS Wealth Strategies Group
Colorado
$389K
BCG
95
Breakwater Capital Group
New Jersey
$384K
MFS
96
Miller Financial Services
Michigan
$338K
KPWS
97
Kestra Private Wealth Services
Texas
$324K
HWMO
98
Heritage Wealth Management (Ohio)
Ohio
$319K
CAG
99
Centerpoint Advisory Group
Kansas
$289K
Renaissance Technologies
100
Renaissance Technologies
New York
$288K