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Eaton Vance Total Return Bond ETF
EVTR
EVTR
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: 157 → 176 (+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: 16 → 14 (-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
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$238M |
| 2 |
PWA
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
+$72.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$68.9M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
+$52.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$46.5M |
Top Sellers
| 1 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
-$21.3M |
| 2 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$18.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.33M |
| 4 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$6.59M |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$6.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRAG
176
Investment Research & Advisory Group
Atlanta,
Georgia
| $53 | – | – | – |
|
177
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$6.02M | -116,921 | Closed |
|
|
OMC
178
Old Mission Capital
Chicago,
Illinois
| – | -$463K | -8,990 | Closed |
|
|
TWA
179
TCI Wealth Advisors
Tucson,
Arizona
| – | -$385K | -7,484 | Closed |
|
|
SAM
180
Silvercrest Asset Management
New York
| – | -$299K | -5,797 | Closed |
|
|
IA
181
IFG Advisory
Atlanta,
Georgia
| – | -$236K | -4,584 | Closed |
|
|
BAM
182
Belpointe Asset Management
Reno,
Nevada
| – | -$215K | -4,184 | Closed |
|
183
Rockefeller Capital Management
New York
| – | -$110K | -2,130 | Closed |
|
184
UBS Group
Zurich,
Switzerland
| – | -$32.9K | -638 | Closed |
|
|
T2I
185
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| – | -$18.5K | -359 | Closed |
|
|
DIP
186
DT Investment Partners
Chadds Ford,
Pennsylvania
| – | -$5.67K | -110 | Closed |
|