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Eaton Vance Total Return Bond ETF

92 hedge funds and large institutions have $1.23B invested in Eaton Vance Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.25%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
27
Increased
49
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$578M +$275M +5,426,108 +91%
Wells Fargo
2
Wells Fargo
California
$127M -$4.83M -95,452 -4%
LPL Financial
3
LPL Financial
California
$76.4M +$20.9M +412,114 +38%
Osaic Holdings
4
Osaic Holdings
Arizona
$68.3M +$14.5M +286,429 +27%
Raymond James Financial
5
Raymond James Financial
Florida
$50.1M +$16.4M +324,187 +49%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$39.6M +$89.4K +1,765 +0.2%
HighTower Advisors
7
HighTower Advisors
Illinois
$22.5M +$3.51M +69,419 +19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18.1M +$10.1M +199,974 +127%
SPG
9
Strategic Planning Group
Utah
$17.1M +$17.1M +337,612 New
VFG
10
Victory Financial Group
Texas
$17M +$7.19M +141,915 +73%
QWM
11
Quadcap Wealth Management
Texas
$16.2M +$16M +316,043 +7,034%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.2M +$7.45M +147,117 +97%
MYIA
13
Mount Yale Investment Advisors
Colorado
$13.4M +$4.75M +93,880 +55%
BIP
14
Bouvel Investment Partners
Pennsylvania
$12.5M +$263K +5,086 +2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$10.2M +$5.67M +111,922 +124%
WWM
16
Western Wealth Management
Colorado
$9.93M +$883K +17,447 +10%
CCA
17
Coign Capital Advisors
Utah
$9.73M +$9.73M +192,231 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$9M +$7.78M +153,723 +641%
SWM
19
Spire Wealth Management
Virginia
$8.54M +$8.54M +168,680 New
SL
20
Systelligence LLC
Minnesota
$8.09M -$3.37M -66,573 -29%
PSCM
21
Per Stirling Capital Management
Texas
$7.73M +$7.73M +152,693 New
EIA
22
Eldridge Investment Advisors
New Hampshire
$7.4M +$4.9M +96,851 +197%
Jane Street
23
Jane Street
New York
$7.02M +$7.02M +138,726 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$6.16M +$4.61M +91,004 +298%
VFG
25
Valley Financial Group
Pennsylvania
$6.09M +$829K +16,374 +16%