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Eaton Vance Total Return Bond ETF

113 hedge funds and large institutions have $1.62B invested in Eaton Vance Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

129% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $1.24B → $1.62B (+$386M)

20% more funds holding

Funds holding: 94113 (+19)

5.66% more ownership

Funds ownership: 74.59%80.25% (+5.7%)

Holders
113
Holders Change
+19
Holders Change %
+20.21%
% of All Funds
1.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
26
Increased
55
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Montag & Associates
Georgia
$58.1K +$57.2K +1,137 New
RFG
102
REAP Financial Group
Texas
$49.3K +$554 +11 +1%
BDPWM
103
Barnes Dennig Private Wealth Management
Ohio
$47.2K +$46.7K +927 New
HI
104
Harbour Investments
Wisconsin
$42.4K -$4.33K -86 -9%
AA
105
Ancora Advisors
Ohio
$40.7K
EB
106
Eastern Bank
Massachusetts
$33.1K
MCM
107
MAI Capital Management
Ohio
$30.6K
TF
108
Tompkins Financial
New York
$25.9K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$13.1K +$12.9K +257 New
IA
110
IFP Advisors
Florida
$12.8K
UBS Group
111
UBS Group
Switzerland
$8.75K +$8.66K +172 New
SS
112
Sunbelt Securities
Texas
$8.09K +$6.44K +128 +376%
IRAG
113
Investment Research & Advisory Group
Georgia
$51 +$50 +1 New
Jane Street
114
Jane Street
New York
-$7.02M -138,726 Closed
PPG
115
Peak Planning Group
Colorado
-$2.38M -47,059 Closed
FTUS
116
Flow Traders U.S.
New York
-$1.5M -29,521 Closed
PEA
117
Park Edge Advisors
Ohio
-$231K -4,557 Closed
AWA
118
Acorn Wealth Advisors
Michigan
-$227K -4,479 Closed
CCM
119
Coldstream Capital Management
Washington
-$34.9K -690 Closed
Jones Financial Companies
120
Jones Financial Companies
Missouri
-$4.92K -97 Closed

EVTR Hedge Fund Activity: Q2 2025 in Review

113 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q2 2025, worth a combined $1.62B — up 31% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EVTR positions and 7 closed out — a net gain of 19 holders — while 55 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $259M. The largest seller was Jane Street, exiting entirely with an estimated $7.02M sold.

  • 113 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $1.62B of Eaton Vance Total Return Bond ETF stock for Q2 2025, up 31% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Total Return Bond ETF positions in Q2 2025 and 7 closed out, a net change of +19 holders.
  • The largest Eaton Vance Total Return Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $259M added.
  • The largest Eaton Vance Total Return Bond ETF seller in Q2 2025 was Jane Street, an estimated $7.02M sold.

Based on aggregated 13F filings for Q2 2025.