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Eaton Vance Total Return Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
SIM
101
Studio Investment Management
Illinois
$278K
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$258K
BCM
103
Brookstone Capital Management
Illinois
$253K
MFG
104
Mosaic Financial Group
Illinois
$248K
MSA
105
Marino Stram & Associates
Massachusetts
$220K
VWA
106
Visionary Wealth Advisors
Illinois
$212K
BAM
107
Belpointe Asset Management
Nevada
$212K
CWM
108
Centurion Wealth Management
Virginia
$203K
PTC
109
Private Trust Company
Ohio
$177K
SPIA
110
Steward Partners Investment Advisory
New York
$168K
HI
111
Harbour Investments
Wisconsin
$130K
BDPWM
112
Barnes Dennig Private Wealth Management
Ohio
$130K
JP Morgan Chase
113
JP Morgan Chase
New York
$90.2K
MA
114
Montag & Associates
Georgia
$58.7K
UBS Group
115
UBS Group
Switzerland
$54.2K
AA
116
Ancora Advisors
Ohio
$41.2K
TCM
117
TruNorth Capital Management
Michigan
$35.9K
EB
118
Eastern Bank
Massachusetts
$33.4K
MCM
119
MAI Capital Management
Ohio
$31K
TF
120
Tompkins Financial
New York
$26.2K
T2I
121
Turim 21 Investimentos
Brazil
$20.1K
AFWM
122
Abich Financial Wealth Management
Virginia
$15.6K
GRP
123
Global Retirement Partners
California
$9.3K
PGAM
124
Princeton Global Asset Management
New Jersey
$9K
HPC
125
HM Payson & Co
Maine
$8.34K