Eaton Vance Total Return Bond ETF
EVTR
94 hedge funds and large institutions have $1.24B invested in Eaton Vance Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 12 reducing their positions, and 11 closing their positions.
317% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 12
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
61% more capital invested
Capital invested by funds: $766M → $1.24B (+$471M)
16% more funds holding
Funds holding: 81 → 94 (+13)
4.99% more ownership
Funds ownership: 69.61% → 74.59% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$273M |
| 2 |
LPL Financial
San Diego,
California
|
+$20.7M |
| 3 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
+$17M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$16.3M |
| 5 |
QWM
Quadcap Wealth Management
Frisco,
Texas
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$4.99M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.8M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$4.12M |
| 4 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$3.66M |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$3.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBHC
101
Brown Brothers Harriman & Co
New York
| – | -$196K | -3,921 | Closed |
|
|
SAM
102
Synergy Asset Management
Vancouver,
Washington
| – | -$184K | -3,549 | Closed |
|
|
CAS
103
Coppell Advisory Solutions
Coppell,
Texas
| – | -$9.93K | -199 | Closed |
|
|
DRP
104
Decker Retirement Planning
Levi,
Utah
| – | -$9.62K | -193 | Closed |
|
105
UBS Group
Zurich,
Switzerland
| – | -$1.45K | -29 | Closed |
|
EVTR Hedge Fund Activity: Q1 2025 in Review
94 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q1 2025, worth a combined $1.24B — up 61% from $766M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new EVTR positions and 11 closed out — a net gain of 16 holders — while 50 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $273M. The largest seller was Equitable Holdings, cutting an estimated $4.99M.
- 94 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q1 2025, up from 81 in Q4 2024.
- Funds reported $1.24B of Eaton Vance Total Return Bond ETF stock for Q1 2025, up 61% quarter-over-quarter.
- 27 funds opened new Eaton Vance Total Return Bond ETF positions in Q1 2025 and 11 closed out, a net change of +16 holders.
- The largest Eaton Vance Total Return Bond ETF buyer in Q1 2025 was Morgan Stanley, an estimated $273M added.
- The largest Eaton Vance Total Return Bond ETF seller in Q1 2025 was Equitable Holdings, an estimated $4.99M sold.
Based on aggregated 13F filings for Q1 2025.