EVTR icon

Eaton Vance Total Return Bond ETF

175 hedge funds and large institutions have $4.1B invested in Eaton Vance Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$238M
2 +$72.4M
3 +$68.9M
4
AA
ALPS Advisors
Colorado
+$52.4M
5
Ameriprise
Ameriprise
Minnesota
+$46.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$3.16M
PPG
77
Peak Planning Group
Colorado
$3.16M
Citadel Advisors
78
Citadel Advisors
Florida
$3.07M
IA
79
IFP Advisors
Florida
$3.07M
EH
80
Equitable Holdings
New York
$2.96M
FFS
81
Founders Financial Securities
Maryland
$2.93M
Stifel Financial
82
Stifel Financial
Missouri
$2.74M
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$2.7M
GIA
84
Gladstone Institutional Advisory
Florida
$2.58M
CWM
85
Cornerstone Wealth Management
Missouri
$2.57M
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$2.54M
MFG
87
Merit Financial Group
Georgia
$2.27M
TNBTD
88
Trustmark National Bank Trust Department
Mississippi
$2.18M
P
89
&Partners
Tennessee
$2.05M
HP
90
Holistic Planning
Texas
$1.96M
Members Trust
91
Members Trust
Florida
$1.82M
AI
92
Atria Investments
North Carolina
$1.8M
BTWM
93
Baker Tilly Wealth Management
Wisconsin
$1.78M
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$1.72M
EWP
95
Evergreen Wealth Partners
Montana
$1.59M
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$1.52M
Renaissance Technologies
97
Renaissance Technologies
New York
$1.49M
IFG
98
Independent Financial Group
California
$1.46M
IPAM
99
Investment Partners Asset Management
New Jersey
$1.44M
SWM
100
SeaCrest Wealth Management
New York
$1.4M