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Eaton Vance Total Return Bond ETF

33 hedge funds and large institutions have $156M invested in Eaton Vance Total Return Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
8
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.2M 1,413,971 -5,965 -0.4%
Osaic Holdings
2
Osaic Holdings
Arizona
$41.8M 841,315 +804,140 +2,163%
BIP
3
Bouvel Investment Partners
Pennsylvania
$11.8M 237,453 +237,453 New
LPL Financial
4
LPL Financial
California
$4.83M 97,200 -46,163 -32%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.98M 80,230 +6,620 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.94M 79,443 +27,729 +54%
Ameriprise
7
Ameriprise
Minnesota
$3.69M 74,357 -51,637 -41%
Truist Financial
8
Truist Financial
North Carolina
$3.17M 63,810 -1,348 -2%
ARG
9
Advisory Resource Group
Oklahoma
$2.84M 57,209 +2,874 +5%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.38M 27,857 +27,857 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.33M 26,808 -512 -2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$958K 19,297 -807 -4%
Citadel Advisors
13
Citadel Advisors
Florida
$816K 16,426 +16,426 New
MML Investors Services
14
MML Investors Services
Massachusetts
$664K 13,366 +6,758 +102%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$594K 11,964 -86,451 -88%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$578K 11,645 -759 -6%
RJA
17
Raymond James & Associates
Florida
$560K 11,285 -1,206 -10%
WWM
18
Western Wealth Management
Colorado
$540K 10,876
AI
19
Atria Investments
North Carolina
$513K 10,334 +10,334 New
UBS Group
20
UBS Group
Switzerland
$449K 9,043 -13,602 -60%
KWM
21
Kingsview Wealth Management
Oregon
$302K 6,089 -38 -0.6%
OC
22
Oppenheimer & Co
New York
$278K 5,598 +5,598 New
CAC
23
Certified Advisory Corp
Florida
$277K 5,588 +5,588 New
Cerity Partners
24
Cerity Partners
New York
$202K 4,076 +4,076 New
Wells Fargo
25
Wells Fargo
California
$123K 2,468 -11,034 -82%