We are live on ! Find out more
EVTR icon

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

487% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 15

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

32% more capital invested

Capital invested by funds: $2.63B → $3.46B (+$838M)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

23% more funds holding

Funds holding: 128157 (+29)

1.02% less ownership

Funds ownership: 83.9%82.88% (-1%)

Holders
157
Holders Change
+29
Holders Change %
+22.66%
% of All Funds
1.91%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.19%
New
45
Increased
88
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
101
Mark Sheptoff Financial Planning
Connecticut
$711K +$713K +13,802 New
OC
102
Oppenheimer & Co
New York
$705K +$1.45K +28 +0.2%
MFS
103
Miller Financial Services
Michigan
$683K +$346K +6,697 +102%
HA
104
Helium Advisors
Washington
$616K +$618K +11,968 New
OFS
105
OneAscent Financial Services
Alabama
$598K +$166K +3,219 +38%
WWA
106
WCG Wealth Advisors
Nevada
$590K +$62K +1,201 +12%
Cerity Partners
107
Cerity Partners
New York
$564K -$79.9K -1,546 -12%
MFG
108
Mosaic Financial Group
Illinois
$552K +$304K +5,886 +122%
SWP
109
Stratos Wealth Partners
Ohio
$537K +$72.5K +1,404 +16%
IWC
110
Integrated Wealth Concepts
Massachusetts
$528K +$3.51K +68 +0.7%
KAS
111
Kestra Advisory Services
Texas
$522K -$2.69K -52 -0.5%
CFP
112
Catalyst Financial Partners
Massachusetts
$515K
DAS
113
Dynamic Advisor Solutions
Arizona
$487K +$489K +9,460 New
Members Trust
114
Members Trust
Florida
$470K +$471K +9,117 New
OMC
115
Old Mission Capital
Illinois
$463K +$464K +8,990 New
Citadel Advisors
116
Citadel Advisors
Florida
$426K -$739K -14,297 -63%
BCG
117
Breakwater Capital Group
New Jersey
$399K +$14.3K +276 +4%
TWA
118
TCI Wealth Advisors
Arizona
$385K +$387K +7,484 New
ERIC
119
Eagle Rock Investment Company
Georgia
$325K +$326K +6,313 New
SIM
120
Studio Investment Management
Illinois
$325K +$47.9K +927 +17%
MSA
121
Marino Stram & Associates
Massachusetts
$312K +$92.4K +1,788 +42%
SPIA
122
Steward Partners Investment Advisory
New York
$300K +$132K +2,547 +78%
MAM
123
MMA Asset Management
Pennsylvania
$299K -$117K -2,263 -28%
CAG
124
Centerpoint Advisory Group
Kansas
$299K +$10.3K +200 +4%
SAM
125
Silvercrest Asset Management
New York
$299K +$299K +5,797 New

EVTR Hedge Fund Activity: Q4 2025 in Review

157 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q4 2025, worth a combined $3.46B — up 32% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new EVTR positions and 14 closed out — a net gain of 31 holders — while 88 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $283M. The largest seller was Jane Street, exiting entirely with an estimated $19.9M sold.

  • 157 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q4 2025, up from 128 in Q3 2025.
  • Funds reported $3.46B of Eaton Vance Total Return Bond ETF stock for Q4 2025, up 32% quarter-over-quarter.
  • 45 funds opened new Eaton Vance Total Return Bond ETF positions in Q4 2025 and 14 closed out, a net change of +31 holders.
  • The largest Eaton Vance Total Return Bond ETF buyer in Q4 2025 was Morgan Stanley, an estimated $283M added.
  • The largest Eaton Vance Total Return Bond ETF seller in Q4 2025 was Jane Street, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2025.