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Eaton Vance Total Return Bond ETF

157 hedge funds and large institutions have $3.46B invested in Eaton Vance Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
MSFP
101
Mark Sheptoff Financial Planning
Connecticut
$711K
OC
102
Oppenheimer & Co
New York
$705K
MFS
103
Miller Financial Services
Michigan
$683K
HA
104
Helium Advisors
Washington
$616K
OFS
105
OneAscent Financial Services
Alabama
$598K
WWA
106
WCG Wealth Advisors
Nevada
$590K
Cerity Partners
107
Cerity Partners
New York
$564K
MFG
108
Mosaic Financial Group
Illinois
$552K
SWP
109
Stratos Wealth Partners
Ohio
$537K
IWC
110
Integrated Wealth Concepts
Massachusetts
$528K
KAS
111
Kestra Advisory Services
Texas
$522K
CFP
112
Catalyst Financial Partners
Massachusetts
$515K
DAS
113
Dynamic Advisor Solutions
Arizona
$487K
Members Trust
114
Members Trust
Florida
$470K
OMC
115
Old Mission Capital
Illinois
$463K
Citadel Advisors
116
Citadel Advisors
Florida
$426K
BCG
117
Breakwater Capital Group
New Jersey
$399K
TWA
118
TCI Wealth Advisors
Arizona
$385K
ERIC
119
Eagle Rock Investment Company
Georgia
$325K
SIM
120
Studio Investment Management
Illinois
$325K
MSA
121
Marino Stram & Associates
Massachusetts
$312K
SPIA
122
Steward Partners Investment Advisory
New York
$300K
MAM
123
MMA Asset Management
Pennsylvania
$299K
CAG
124
Centerpoint Advisory Group
Kansas
$299K
SAM
125
Silvercrest Asset Management
New York
$299K