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Eaton Vance Total Return Bond ETF

50 hedge funds and large institutions have $402M invested in Eaton Vance Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+17
Holders Change %
+51.52%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
21
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$193M 3,724,854 +2,310,883 +163%
Osaic Holdings
2
Osaic Holdings
Arizona
$48.3M 932,731 +91,416 +11%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$32.4M 624,862 +597,005 +2,143%
LPL Financial
4
LPL Financial
California
$21.9M 422,188 +324,988 +334%
HighTower Advisors
5
HighTower Advisors
Illinois
$19.4M 374,609 +374,609 New
BIP
6
Bouvel Investment Partners
Pennsylvania
$12.5M 240,903 +3,450 +1%
RWA
7
Redhawk Wealth Advisors
Minnesota
$11.1M 213,879 +213,879 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.74M 149,496 +70,053 +88%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.51M 106,382 +26,152 +33%
VFG
10
Valley Financial Group
Pennsylvania
$5.16M 99,522 +99,522 New
FTUS
11
Flow Traders U.S.
New York
$4.09M 79,043 +79,043 New
Truist Financial
12
Truist Financial
North Carolina
$3.25M 62,799 -1,011 -2%
Ameriprise
13
Ameriprise
Minnesota
$3.11M 60,098 -14,259 -19%
ARG
14
Advisory Resource Group
Oklahoma
$3.03M 58,579 +1,370 +2%
IA
15
Inspire Advisors
Idaho
$2.57M 49,545 +49,545 New
RJA
16
Raymond James & Associates
Florida
$2.56M 49,372 +38,087 +338%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.13M 41,120 +29,156 +244%
Jane Street
18
Jane Street
New York
$1.93M 37,225 +37,225 New
MML Investors Services
19
MML Investors Services
Massachusetts
$1.91M 36,922 +23,556 +176%
Citadel Advisors
20
Citadel Advisors
Florida
$1.74M 33,651 +17,225 +105%
WWM
21
Western Wealth Management
Colorado
$1.54M 29,723 +18,847 +173%
ZIMP
22
Zimmermann Investment Management & Planning
Pennsylvania
$1.47M 28,474 +28,474 New
EH
23
Equitable Holdings
New York
$1.36M 26,219 +26,219 New
WSFG
24
Wall Street Financial Group
Illinois
$1.35M 26,060 +26,060 New
GIA
25
Gladstone Institutional Advisory
Florida
$1.31M 25,311 +25,311 New