We are live on ! Find out more
EVTR icon

Eaton Vance Total Return Bond ETF

176 hedge funds and large institutions have $4.11B invested in Eaton Vance Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 106 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 22

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $3.46B → $4.11B (+$644M)

12% more funds holding

Funds holding: 157176 (+19)

0.22% more ownership

Funds ownership: 82.88%83.1% (+0.22%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
176
Holders Change
+19
Holders Change %
+12.1%
% of All Funds
2.17%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
34
Increased
106
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
76
Fifth Third Securities
Ohio
$3.22M +$117K +2,268 +4%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$3.16M +$647K +12,567 +25%
PPG
78
Peak Planning Group
Colorado
$3.16M +$176K +3,413 +6%
Citadel Advisors
79
Citadel Advisors
Florida
$3.07M +$2.69M +52,269 +632%
IA
80
IFP Advisors
Florida
$3.07M +$3.02M +58,547 +2,987%
EH
81
Equitable Holdings
New York
$2.96M +$403K +7,829 +16%
FFS
82
Founders Financial Securities
Maryland
$2.93M +$234K +4,543 +9%
Stifel Financial
83
Stifel Financial
Missouri
$2.74M +$314K +6,085 +13%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$2.7M +$2.75M +53,300 New
GIA
85
Gladstone Institutional Advisory
Florida
$2.58M +$198K +3,847 +8%
CWM
86
Cornerstone Wealth Management
Missouri
$2.57M +$263K +5,100 +11%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$2.54M +$712K +13,827 +38%
MFG
88
Merit Financial Group
Georgia
$2.27M +$245K +4,747 +12%
TNBTD
89
Trustmark National Bank Trust Department
Mississippi
$2.18M +$97.1K +1,884 +5%
P
90
&Partners
Tennessee
$2.05M +$189K +3,669 +10%
HP
91
Holistic Planning
Texas
$1.96M +$965K +18,736 +94%
Members Trust
92
Members Trust
Florida
$1.82M +$1.38M +26,800 +294%
AI
93
Atria Investments
North Carolina
$1.8M +$511K +9,923 +39%
BTWM
94
Baker Tilly Wealth Management
Wisconsin
$1.78M +$960K +18,629 +114%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$1.72M +$363K +7,037 +26%
EWP
96
Evergreen Wealth Partners
Montana
$1.59M +$246K +4,776 +18%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$1.52M +$181K +3,514 +13%
Renaissance Technologies
98
Renaissance Technologies
New York
$1.49M +$1.51M +29,300 New
IFG
99
Independent Financial Group
California
$1.46M +$1.48M +28,731 New
IPAM
100
Investment Partners Asset Management
New Jersey
$1.44M +$394K +7,640 +37%