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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
DAS
126
Dynamic Advisor Solutions
Arizona
$557K +$77.6K +1,507 +16%
IWC
127
Integrated Wealth Concepts
Massachusetts
$543K +$22.9K +445 +4%
BFA
128
Beacon Financial Advisory
Ohio
$541K -$228K -4,416 -29%
HA
129
Helium Advisors
Washington
$538K -$70.7K -1,373 -11%
CFP
130
Catalyst Financial Partners
Massachusetts
$508K
SPG
131
Strategic Planning Group
Utah
$498K -$21.3M -412,997 -98%
PB
132
Prosperity Bancshares
Texas
$496K +$504K +9,779 New
MA
133
MONECO Advisors
Connecticut
$452K +$459K +8,905 New
BCG
134
Breakwater Capital Group
New Jersey
$434K +$41.5K +806 +10%
SIM
135
Studio Investment Management
Illinois
$416K +$95.3K +1,850 +29%
IAA
136
Independent Advisor Alliance
North Carolina
$412K +$418K +8,110 New
MSA
137
Marino Stram & Associates
Massachusetts
$337K +$30.1K +585 +10%
JP Morgan Chase
138
JP Morgan Chase
New York
$336K +$110K +2,132 +48%
FHA
139
Flagship Harbor Advisors
Massachusetts
$329K +$309K +6,003 +1,269%
CAG
140
Centerpoint Advisory Group
Kansas
$321K +$26.3K +510 +9%
ERIC
141
Eagle Rock Investment Company
Georgia
$320K
MAM
142
MMA Asset Management
Pennsylvania
$294K -$1.24K -24 -0.4%
ZF
143
Zhang Financial
Michigan
$292K
FFA
144
Farther Finance Advisors
California
$290K +$274K +5,324 +1,358%
MOS
145
MGO One Seven
Ohio
$260K -$6.54M -126,919 -96%
TA
146
TruWealth Advisors
Louisiana
$258K +$262K +5,090 New
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$246K +$250K +4,851 New
CBU
148
CIBC Bancorp USA
Illinois
$242K +$246K +4,769 New
WFS
149
Widmann Financial Services
Maryland
$241K +$245K +4,750 New
Brown Advisory
150
Brown Advisory
Maryland
$223K +$226K +4,395 New