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Eaton Vance Total Return Bond ETF
EVTR

31 hedge funds and large institutions have $112M invested in Eaton Vance Total Return Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

30.87% more ownership

Funds ownership: 0% → 30.87% (+31%)

Holders
31
Holders Change
+31
Holders Change %
–
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$70.9M
2
LPL Financial
LPL Financial
California
+$7.16M
3
Ameriprise
Ameriprise
Minnesota
+$6.29M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.68M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$70.6M +$70.9M +1,419,936 New
LPL Financial
2
LPL Financial
California
$7.13M +$7.16M +143,363 New
Ameriprise
3
Ameriprise
Minnesota
$6.27M +$6.29M +125,994 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.9M +$4.92M +98,415 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.66M +$3.68M +73,610 New
Truist Financial
6
Truist Financial
North Carolina
$3.22M +$3.25M +65,158 New
ARG
7
Advisory Resource Group
Oklahoma
$2.7M +$2.71M +54,335 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.57M +$2.58M +51,714 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.85M +$1.86M +37,175 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.36M +$1.36M +27,320 New
UBS Group
11
UBS Group
Switzerland
$1.13M +$1.13M +22,645 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1M +$1M +20,104 New
Wells Fargo
13
Wells Fargo
California
$672K +$674K +13,502 New
RJA
14
Raymond James & Associates
Florida
$621K +$624K +12,491 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$617K +$620K +12,404 New
CAN
16
Cetera Advisor Networks
California
$585K +$587K +11,752 New
WWM
17
Western Wealth Management
Colorado
$541K +$543K +10,876 New
CA
18
Cetera Advisors
Colorado
$416K +$417K +8,352 New
SFC
19
Strategic Financial Concepts
Texas
$342K +$343K +6,868 New
MML Investors Services
20
MML Investors Services
Massachusetts
$329K +$330K +6,608 New
Jane Street
21
Jane Street
New York
$316K +$317K +6,351 New
KWM
22
Kingsview Wealth Management
Oregon
$305K +$306K +6,127 New
PPP
23
Private Portfolio Partners
New Jersey
$254K +$255K +5,102 New
LNC
24
Lincoln National Corp
Pennsylvania
$204K +$205K +4,096 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$62K +$62.5K +1,251 New
1
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EVTR Hedge Fund Activity: Q1 2024 in Review

31 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q1 2024, worth a combined $112M.

Buyers outnumbered sellers: 31 funds opened new EVTR positions and 0 closed out — a net gain of 31 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $70.9M.

  • 31 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q1 2024, up from 0 in Q4 2023.
  • Funds reported $112M of Eaton Vance Total Return Bond ETF stock for Q1 2024.
  • 31 funds opened new Eaton Vance Total Return Bond ETF positions in Q1 2024 and 0 closed out, a net change of +31 holders.
  • The largest Eaton Vance Total Return Bond ETF buyer in Q1 2024 was Morgan Stanley, an estimated $70.9M added.

Based on aggregated 13F filings for Q1 2024.