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Eaton Vance Total Return Bond ETF

127 hedge funds and large institutions have $2.62B invested in Eaton Vance Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$258K
BCM
102
Brookstone Capital Management
Illinois
$253K
MFG
103
Mosaic Financial Group
Illinois
$248K
MSA
104
Marino Stram & Associates
Massachusetts
$220K
VWA
105
Visionary Wealth Advisors
Illinois
$212K
BAM
106
Belpointe Asset Management
Nevada
$212K
CWM
107
Centurion Wealth Management
Virginia
$203K
PTC
108
Private Trust Company
Ohio
$177K
SPIA
109
Steward Partners Investment Advisory
New York
$168K
HI
110
Harbour Investments
Wisconsin
$130K
BDPWM
111
Barnes Dennig Private Wealth Management
Ohio
$130K
JP Morgan Chase
112
JP Morgan Chase
New York
$90.2K
MA
113
Montag & Associates
Georgia
$58.7K
UBS Group
114
UBS Group
Switzerland
$54.2K
AA
115
Ancora Advisors
Ohio
$41.2K
TCM
116
TruNorth Capital Management
Michigan
$35.9K
EB
117
Eastern Bank
Massachusetts
$33.4K
MCM
118
MAI Capital Management
Ohio
$31K
TF
119
Tompkins Financial
New York
$26.2K
T2I
120
Turim 21 Investimentos
Brazil
$20.1K
AFWM
121
Abich Financial Wealth Management
Virginia
$15.6K
GRP
122
Global Retirement Partners
California
$9.3K
PGAM
123
Princeton Global Asset Management
New Jersey
$9K
HPC
124
HM Payson & Co
Maine
$8.34K
SS
125
Sunbelt Securities
Texas
$1.75K