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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
TCM
151
Triumph Capital Management
Colorado
$10.3K +$10.3K +200 New
SAM
152
Smartleaf Asset Management
Massachusetts
$9.49K +$9.51K +184 New
GRP
153
Global Retirement Partners
California
$9.45K +$103 +2 +1%
PGAM
154
Princeton Global Asset Management
New Jersey
$9.01K
DIP
155
DT Investment Partners
Pennsylvania
$5.67K +$5.68K +110 New
SS
156
Sunbelt Securities
Texas
$1.75K
IRAG
157
Investment Research & Advisory Group
Georgia
$53
Jane Street
158
Jane Street
New York
-$19.9M -386,290 Closed
MYIA
159
Mount Yale Investment Advisors
Colorado
-$15.3M -296,471 Closed
FTUS
160
Flow Traders U.S.
New York
-$3.69M -71,705 Closed
GWP
161
Gateway Wealth Partners
Wisconsin
-$3.48M -67,616 Closed
BFA
162
Blueprint Financial Advisors
North Carolina
-$788K -15,318 Closed
BIP
163
Blueprint Investment Partners
North Carolina
-$788K -15,318 Closed
SFC
164
Strategic Financial Concepts
Texas
-$555K -10,791 Closed
KPWS
165
Kestra Private Wealth Services
Texas
-$324K -6,307 Closed
Renaissance Technologies
166
Renaissance Technologies
New York
-$288K -5,600 Closed
BCM
167
Brookstone Capital Management
Illinois
-$253K -4,922 Closed
VWA
168
Visionary Wealth Advisors
Illinois
-$212K -4,123 Closed
TCM
169
TruNorth Capital Management
Michigan
-$35.9K -698 Closed
EB
170
Eastern Bank
Massachusetts
-$33.4K -650 Closed
HPC
171
HM Payson & Co
Maine
-$8.34K -162 Closed

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.