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Eaton Vance Total Return Bond ETF

156 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 44 funds opening new positions, 88 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
OC
101
Oppenheimer & Co
New York
$705K
MFS
102
Miller Financial Services
Michigan
$683K
HA
103
Helium Advisors
Washington
$616K
OFS
104
OneAscent Financial Services
Alabama
$598K
WWA
105
WCG Wealth Advisors
Nevada
$590K
Cerity Partners
106
Cerity Partners
New York
$564K
MFG
107
Mosaic Financial Group
Illinois
$552K
SWP
108
Stratos Wealth Partners
Ohio
$537K
IWC
109
Integrated Wealth Concepts
Massachusetts
$528K
KAS
110
Kestra Advisory Services
Texas
$522K
CFP
111
Catalyst Financial Partners
Massachusetts
$515K
DAS
112
Dynamic Advisor Solutions
Arizona
$487K
Members Trust
113
Members Trust
Florida
$470K
OMC
114
Old Mission Capital
Illinois
$463K
Citadel Advisors
115
Citadel Advisors
Florida
$426K
BCG
116
Breakwater Capital Group
New Jersey
$399K
TWA
117
TCI Wealth Advisors
Arizona
$385K
ERIC
118
Eagle Rock Investment Company
Georgia
$325K
SIM
119
Studio Investment Management
Illinois
$325K
MSA
120
Marino Stram & Associates
Massachusetts
$312K
SPIA
121
Steward Partners Investment Advisory
New York
$300K
MAM
122
MMA Asset Management
Pennsylvania
$299K
CAG
123
Centerpoint Advisory Group
Kansas
$299K
SAM
124
Silvercrest Asset Management
New York
$299K
ZF
125
Zhang Financial
Michigan
$296K