Eaton Vance Total Return Bond ETF
EVTR
128 hedge funds and large institutions have $2.63B invested in Eaton Vance Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 21 reducing their positions, and 11 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 21
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
62% more capital invested
Capital invested by funds: $1.62B → $2.63B (+$1B)
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
13% more funds holding
Funds holding: 113 → 128 (+15)
3.65% more ownership
Funds ownership: 80.25% → 83.9% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$317M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$176M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$123M |
| 4 |
PAM
Prodigy Asset Management
Omaha,
Nebraska
|
+$76.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.52M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.61M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.57M |
| 4 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$721K |
| 5 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
-$634K |
EVTR Hedge Fund Activity: Q3 2025 in Review
128 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q3 2025, worth a combined $2.63B — up 62% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new EVTR positions and 11 closed out — a net gain of 17 holders — while 70 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $317M. The largest seller was Royal Bank of Canada, cutting an estimated $9.52M.
- 128 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q3 2025, up from 113 in Q2 2025.
- Funds reported $2.63B of Eaton Vance Total Return Bond ETF stock for Q3 2025, up 62% quarter-over-quarter.
- 28 funds opened new Eaton Vance Total Return Bond ETF positions in Q3 2025 and 11 closed out, a net change of +17 holders.
- The largest Eaton Vance Total Return Bond ETF buyer in Q3 2025 was Morgan Stanley, an estimated $317M added.
- The largest Eaton Vance Total Return Bond ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $9.52M sold.
Based on aggregated 13F filings for Q3 2025.