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Eaton Vance Total Return Bond ETF

111 hedge funds and large institutions have $1.59B invested in Eaton Vance Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+19
Holders Change %
+20.65%
% of All Funds
1.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
26
Increased
53
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$842M +$261M +5,139,391 +45%
Wells Fargo
2
Wells Fargo
California
$125M -$2.45M -48,262 -2%
LPL Financial
3
LPL Financial
California
$91.1M +$14.3M +282,101 +19%
Osaic Holdings
4
Osaic Holdings
Arizona
$53.1M -$14.2M -284,265 -21%
Raymond James Financial
5
Raymond James Financial
Florida
$51.8M +$1.48M +29,010 +3%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$43.4M +$3.64M +71,634 +9%
Bank of America
7
Bank of America
North Carolina
$38.3M +$38.2M +751,147 +33,729%
HighTower Advisors
8
HighTower Advisors
Illinois
$23M +$387K +7,613 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$19.3M +$4.04M +79,516 +27%
SPG
10
Strategic Planning Group
Utah
$18.5M +$1.33M +26,170 +8%
QWM
11
Quadcap Wealth Management
Texas
$17.9M +$1.58M +31,072 +10%
VFG
12
Victory Financial Group
Texas
$17M -$79.5K -1,563 -0.5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$16.1M +$7.04M +138,395 +78%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$13.9M +$3.64M +71,644 +35%
DWP
15
Destiny Wealth Partners
Florida
$13.1M +$13.1M +258,089 New
MYIA
16
Mount Yale Investment Advisors
Colorado
$13.1M -$376K -7,390 -3%
BIP
17
Bouvel Investment Partners
Pennsylvania
$12.8M +$521K +10,244 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.4M -$5.78M -113,718 -32%
CCA
19
Coign Capital Advisors
Utah
$10.6M +$864K +16,976 +9%
WWM
20
Western Wealth Management
Colorado
$10.1M +$140K +2,755 +1%
SL
21
Systelligence LLC
Minnesota
$8.06M -$68.7K -1,350 -0.8%
PSCM
22
Per Stirling Capital Management
Texas
$7.59M -$175K -3,446 -2%
SWM
23
Spire Wealth Management
Virginia
$7.54M -$987K -19,525 -12%
EIA
24
Eldridge Investment Advisors
New Hampshire
$6.72M -$713K -14,013 -10%
VFG
25
Valley Financial Group
Pennsylvania
$6.68M +$563K +11,070 +9%