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Eaton Vance Total Return Bond ETF

125 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, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
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
BCM
101
Brookstone Capital Management
Illinois
$253K
MFG
102
Mosaic Financial Group
Illinois
$248K
MSA
103
Marino Stram & Associates
Massachusetts
$220K
VWA
104
Visionary Wealth Advisors
Illinois
$212K
BAM
105
Belpointe Asset Management
Nevada
$212K
CWM
106
Centurion Wealth Management
Virginia
$203K
PTC
107
Private Trust Company
Ohio
$177K
SPIA
108
Steward Partners Investment Advisory
New York
$168K
HI
109
Harbour Investments
Wisconsin
$130K
BDPWM
110
Barnes Dennig Private Wealth Management
Ohio
$130K
JP Morgan Chase
111
JP Morgan Chase
New York
$90.2K
MA
112
Montag & Associates
Georgia
$58.7K
UBS Group
113
UBS Group
Switzerland
$54.2K
AA
114
Ancora Advisors
Ohio
$41.2K
TCM
115
TruNorth Capital Management
Michigan
$35.9K
EB
116
Eastern Bank
Massachusetts
$33.4K
MCM
117
MAI Capital Management
Ohio
$31K
TF
118
Tompkins Financial
New York
$26.2K
T2I
119
Turim 21 Investimentos
Brazil
$20.1K
AFWM
120
Abich Financial Wealth Management
Virginia
$15.6K
GRP
121
Global Retirement Partners
California
$9.3K
PGAM
122
Princeton Global Asset Management
New Jersey
$9K
HPC
123
HM Payson & Co
Maine
$8.34K
SS
124
Sunbelt Securities
Texas
$1.75K
IRAG
125
Investment Research & Advisory Group
Georgia
$522