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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
MCM
151
MAI Capital Management
Ohio
$208K +$72.1K +1,399 +52%
CWM
152
Centurion Wealth Management
Virginia
$205K +$1.6K +31 +0.8%
EAM
153
Empirical Asset Management
Massachusetts
$202K +$1.55K +30 +0.8%
BDPWM
154
Barnes Dennig Private Wealth Management
Ohio
$166K +$36.6K +710 +28%
CAM
155
Clarity Asset Management
Iowa
$151K +$154K +2,980 New
NEWAS
156
N.E.W. Advisory Services
Wisconsin
$89.7K -$6.59M -127,914 -99%
PTC
157
Private Trust Company
Ohio
$78.4K -$100K -1,943 -56%
IAIM
158
International Assets Investment Management
Florida
$77.3K
CFM
159
Cornerstone Financial Management
Massachusetts
$69.8K
MA
160
Montag & Associates
Georgia
$57.9K
RG
161
RHL Group
Michigan
$52.5K +$24K +466 +82%
LWMI
162
Legacy Wealth Management (Idaho)
Idaho
$46.8K +$47.6K +923 New
AA
163
Ancora Advisors
Ohio
$40.6K
AF
164
Allworth Financial
California
$30.9K +$12K +232 +62%
TF
165
Tompkins Financial
New York
$25.9K
ASN
166
Advisory Services Network
Georgia
$19.6K +$19.9K +387 New
YP
167
YANKCOM Partnership
South Dakota
$15.4K +$15.7K +304 New
TCM
168
Triumph Capital Management
Colorado
$10.2K
SAM
169
Smartleaf Asset Management
Massachusetts
$9.35K
PGAM
170
Princeton Global Asset Management
New Jersey
$8.88K
AWM
171
AE Wealth Management
Kansas
$8.74K +$8.86K +172 New
AssetMark Inc
172
AssetMark Inc
California
$3.35K +$3.4K +66 New
PAI
173
Pittenger & Anderson Inc
Nebraska
$2.39K +$2.42K +47 New
SS
174
Sunbelt Securities
Texas
$1.73K
HIW
175
Holos Integrated Wealth
Pennsylvania
$1.58K +$1.6K +31 New