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Eaton Vance Total Return Bond ETF

80 hedge funds and large institutions have $764M invested in Eaton Vance Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
80
Holders Change
+30
Holders Change %
+60%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
31
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$299M 5,987,008 +2,262,154 +61%
Wells Fargo
2
Wells Fargo
California
$129M 2,595,720 +2,595,720 New
LPL Financial
3
LPL Financial
California
$54.7M 1,097,670 +675,482 +160%
Osaic Holdings
4
Osaic Holdings
Arizona
$52.9M 1,061,627 +128,896 +14%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$38.9M 779,685 +154,823 +25%
Raymond James Financial
6
Raymond James Financial
Florida
$33.1M 664,679 +664,679 New
HighTower Advisors
7
HighTower Advisors
Illinois
$18.7M 375,006 +397 +0.1%
BIP
8
Bouvel Investment Partners
Pennsylvania
$11.8M 235,817 -5,086 -2%
SL
9
Systelligence LLC
Minnesota
$11.3M 226,452 +226,452 New
VFG
10
Victory Financial Group
Texas
$9.64M 193,362 +193,362 New
WWM
11
Western Wealth Management
Colorado
$8.9M 178,588 +148,865 +501%
MYIA
12
Mount Yale Investment Advisors
Colorado
$8.55M 171,546 +171,546 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.83M 157,015 +153,698 +4,634%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.59M 152,319 +45,937 +43%
EH
15
Equitable Holdings
New York
$6.19M 124,217 +97,998 +374%
VFG
16
Valley Financial Group
Pennsylvania
$5.18M 103,877 +4,355 +4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$4.49M 90,037 +83,719 +1,325%
IAA
18
Independent Advisor Alliance
North Carolina
$4.12M 82,634 +82,634 New
IA
19
Inspire Advisors
Idaho
$3.66M 73,354 +23,809 +48%
Truist Financial
20
Truist Financial
North Carolina
$3.19M 64,006 +1,207 +2%
MFG
21
Merit Financial Group
Georgia
$2.98M 59,732 +59,732 New
ARG
22
Advisory Resource Group
Oklahoma
$2.96M 59,393 +814 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.77M 55,547 +14,427 +35%
FTUS
24
Flow Traders U.S.
New York
$2.73M 54,812 -24,231 -31%
EIA
25
Eldridge Investment Advisors
New Hampshire
$2.46M 49,280 +43,850 +808%