We are live on ! Find out more
EVTR icon

Eaton Vance Total Return Bond ETF

176 hedge funds and large institutions have $4.11B invested in Eaton Vance Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 106 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 22

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $3.46B → $4.11B (+$644M)

12% more funds holding

Funds holding: 157176 (+19)

0.22% more ownership

Funds ownership: 82.88%83.1% (+0.22%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
176
Holders Change
+19
Holders Change %
+12.1%
% of All Funds
2.17%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
34
Increased
106
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SeaCrest Wealth Management
New York
$1.4M +$37.1K +720 +3%
AOWM
102
Asset One Wealth Management
Washington
$1.33M -$125K -2,425 -9%
MCM
103
MidAtlantic Capital Management
Virginia
$1.32M -$29.5K -573 -2%
GHI
104
Gross & Hartman Investments
Pennsylvania
$1.26M +$21.1K +409 +2%
SPIA
105
Steward Partners Investment Advisory
New York
$1.04M +$754K +14,643 +252%
OWA
106
Opal Wealth Advisors
New York
$981K
KAS
107
Kestra Advisory Services
Texas
$973K +$465K +9,027 +89%
TWA
108
Tulsa Wealth Advisors
Oklahoma
$965K +$980K +19,017 New
SWP
109
Stratos Wealth Partners
Ohio
$913K +$390K +7,572 +73%
KAS
110
KPP Advisory Services
Kentucky
$876K +$12K +232 +1%
CFD
111
Creative Financial Designs
Indiana
$814K -$4.33K -84 -0.5%
MFG
112
Mosaic Financial Group
Illinois
$798K +$258K +5,009 +47%
LWL
113
Leo Wealth LLC
Texas
$776K +$29.9K +580 +4%
SRPTWM
114
Split Rock Private Trading & Wealth Management
Minnesota
$775K +$787K +15,271 New
MFS
115
Miller Financial Services
Michigan
$762K +$90.5K +1,756 +13%
Cerity Partners
116
Cerity Partners
New York
$737K +$184K +3,580 +33%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$736K +$751K +14,571 New
MSFP
118
Mark Sheptoff Financial Planning
Connecticut
$736K +$36.2K +702 +5%
RA
119
RFG Advisory
Alabama
$722K -$40.4K -785 -5%
DPI
120
Diversified Portfolios Inc
Michigan
$700K +$711K +13,800 New
HF
121
HRT Financial
New York
$677K +$688K +13,350 New
OC
122
Oppenheimer & Co
New York
$669K -$25.6K -496 -4%
SFC
123
Strategic Financial Concepts
Texas
$668K +$678K +13,168 New
OFS
124
OneAscent Financial Services
Alabama
$612K +$22.8K +443 +4%
WWA
125
WCG Wealth Advisors
Nevada
$590K +$8.65K +168 +1%