Eaton Vance Total Return Bond ETF
EVTR
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.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
40% more capital invested
Capital invested by funds: $112M → $156M (+$44.2M)
14.19% more ownership
Funds ownership: 30.87% → 45.06% (+14%)
6% more funds holding
Funds holding: 31 → 33 (+2)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$39.7M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$19.8M |
| 3 |
BIP
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
+$11.7M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.37M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.27M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.55M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.28M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$671K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$544K |
EVTR Hedge Fund Activity: Q2 2024 in Review
33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q2 2024, worth a combined $156M — up 40% from $112M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EVTR positions and 6 closed out — a net gain of 4 holders — while 8 added to existing stakes and 13 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $39.7M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.27M.
- 33 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q2 2024, up from 31 in Q1 2024.
- Funds reported $156M of Eaton Vance Total Return Bond ETF stock for Q2 2024, up 40% quarter-over-quarter.
- 10 funds opened new Eaton Vance Total Return Bond ETF positions in Q2 2024 and 6 closed out, a net change of +4 holders.
- The largest Eaton Vance Total Return Bond ETF buyer in Q2 2024 was Osaic Holdings, an estimated $39.7M added.
- The largest Eaton Vance Total Return Bond ETF seller in Q2 2024 was Commonwealth Equity Services, an estimated $4.27M sold.
Based on aggregated 13F filings for Q2 2024.