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Eaton Vance Total Return Bond ETF
EVTR

157 hedge funds and large institutions have $3.46B invested in Eaton Vance Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

487% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 15

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

32% more capital invested

Capital invested by funds: $2.63B → $3.46B (+$838M)

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

23% more funds holding

Funds holding: 128 → 157 (+29)

1.02% less ownership

Funds ownership: 83.9% → 82.88% (-1%)

Holders
157
Holders Change
+29
Holders Change %
+22.66%
% of All Funds
1.91%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.19%
New
45
Increased
88
Reduced
15
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$283M
2
Ameriprise
Ameriprise
Minnesota
+$132M
3
Wells Fargo
Wells Fargo
California
+$62.8M
4
Bank of America
Bank of America
North Carolina
+$43M
5
PAM
Prodigy Asset Management
Nebraska
+$36.7M

Top Sellers

1
Jane Street
Jane Street
New York
-$19.9M
2
MYIA
Mount Yale Investment Advisors
Colorado
-$15.3M
3
FTUS
Flow Traders U.S.
New York
-$3.69M
4
GWP
Gateway Wealth Partners
Wisconsin
-$3.48M
5
SL
Systelligence LLC
Minnesota
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
76
Cornerstone Wealth Management
Missouri
$2.34M +$107K +2,070 +5%
Comerica Bank
77
Comerica Bank
Texas
$2.28M +$681K +13,175 +42%
NA
78
NewEdge Advisors
Louisiana
$2.22M +$218K +4,211 +11%
TNBTD
79
Trustmark National Bank Trust Department
Mississippi
$2.12M +$737K +14,275 +53%
MFG
80
Merit Financial Group
Georgia
$2.06M -$189K -3,655 -8%
P
81
&Partners
Tennessee
$1.89M -$48.7K -943 -3%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$1.86M +$106K +2,052 +6%
AOWM
83
Asset One Wealth Management
Washington
$1.46M +$1.46M +28,320 New
SWM
84
SeaCrest Wealth Management
New York
$1.39M +$86.9K +1,682 +7%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$1.38M +$360K +6,974 +35%
MCM
86
MidAtlantic Capital Management
Virginia
$1.37M +$56.1K +1,087 +4%
EWP
87
Evergreen Wealth Partners
Montana
$1.36M +$1.37M +26,478 New
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$1.36M +$96.5K +1,868 +8%
AI
89
Atria Investments
North Carolina
$1.32M +$1.32M +25,586 New
GHI
90
Gross & Hartman Investments
Pennsylvania
$1.26M +$1.27M +24,509 New
IPAM
91
Investment Partners Asset Management
New Jersey
$1.07M +$1.07M +20,765 New
HP
92
Holistic Planning
Texas
$1.02M +$1.03M +19,888 New
OWA
93
Opal Wealth Advisors
New York
$995K – – –
KAS
94
KPP Advisory Services
Kentucky
$877K +$156K +3,020 +22%
BTWM
95
Baker Tilly Wealth Management
Wisconsin
$842K +$845K +16,355 New
CFD
96
Creative Financial Designs
Indiana
$831K -$48.7K -942 -6%
BFA
97
Beacon Financial Advisory
Ohio
$777K +$292K +5,646 +60%
RA
98
RFG Advisory
Alabama
$773K – – –
LWL
99
Leo Wealth LLC
Texas
$758K +$760K +14,715 New
FFN
100
Focus Financial Network
Minnesota
$753K +$756K +14,628 New
2 3
4
5 6

EVTR Hedge Fund Activity: Q4 2025 in Review

157 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q4 2025, worth a combined $3.46B — up 32% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new EVTR positions and 14 closed out — a net gain of 31 holders — while 88 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $283M. The largest seller was Jane Street, exiting entirely with an estimated $19.9M sold.

  • 157 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q4 2025, up from 128 in Q3 2025.
  • Funds reported $3.46B of Eaton Vance Total Return Bond ETF stock for Q4 2025, up 32% quarter-over-quarter.
  • 45 funds opened new Eaton Vance Total Return Bond ETF positions in Q4 2025 and 14 closed out, a net change of +31 holders.
  • The largest Eaton Vance Total Return Bond ETF buyer in Q4 2025 was Morgan Stanley, an estimated $283M added.
  • The largest Eaton Vance Total Return Bond ETF seller in Q4 2025 was Jane Street, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2025.