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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

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
ZF
126
Zhang Financial
Michigan
$296K +$297K +5,755 New
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$246K -$12.9K -249 -5%
IA
128
IFG Advisory
Georgia
$236K +$237K +4,584 New
JP Morgan Chase
129
JP Morgan Chase
New York
$231K +$141K +2,728 +156%
BAM
130
Belpointe Asset Management
Nevada
$215K +$3.31K +64 +2%
CWM
131
Centurion Wealth Management
Virginia
$207K +$3.15K +61 +2%
EAM
132
Empirical Asset Management
Massachusetts
$203K +$204K +3,941 New
PTC
133
Private Trust Company
Ohio
$180K +$2.33K +45 +1%
HI
134
Harbour Investments
Wisconsin
$167K +$36.7K +711 +28%
GWSG
135
GPS Wealth Strategies Group
Colorado
$140K -$250K -4,845 -64%
MCM
136
MAI Capital Management
Ohio
$139K +$108K +2,092 +348%
BDPWM
137
Barnes Dennig Private Wealth Management
Ohio
$131K +$1.5K +29 +1%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$110K +$110K +2,130 New
IA
139
IFP Advisors
Florida
$101K +$100K +1,940 +9,700%
IAIM
140
International Assets Investment Management
Florida
$78.4K +$78.6K +1,522 New
CFM
141
Cornerstone Financial Management
Massachusetts
$70.8K +$71K +1,375 New
MA
142
Montag & Associates
Georgia
$58.6K
AA
143
Ancora Advisors
Ohio
$41.2K
UBS Group
144
UBS Group
Switzerland
$32.9K -$21.4K -415 -39%
RG
145
RHL Group
Michigan
$29.3K +$29.4K +569 New
TF
146
Tompkins Financial
New York
$26.3K
FHA
147
Flagship Harbor Advisors
Massachusetts
$24.4K +$24.4K +473 New
FFA
148
Farther Finance Advisors
California
$20.2K +$20.2K +392 New
AF
149
Allworth Financial
California
$19.4K +$19.5K +377 New
T2I
150
Turim 21 Investimentos
Brazil
$18.5K -$1.65K -32 -8%