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Eaton Vance Total Return Bond ETF

113 hedge funds and large institutions have $1.62B invested in Eaton Vance Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

129% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $1.24B → $1.62B (+$386M)

20% more funds holding

Funds holding: 94113 (+19)

5.66% more ownership

Funds ownership: 74.59%80.25% (+5.7%)

Holders
113
Holders Change
+19
Holders Change %
+20.21%
% of All Funds
1.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
26
Increased
55
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$842M +$259M +5,139,391 +45%
Wells Fargo
2
Wells Fargo
California
$125M -$2.43M -48,262 -2%
LPL Financial
3
LPL Financial
California
$91.1M +$14.2M +282,101 +19%
Osaic Holdings
4
Osaic Holdings
Arizona
$81.1M +$12.4M +245,780 +18%
Raymond James Financial
5
Raymond James Financial
Florida
$51.8M +$1.46M +29,010 +3%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$43.4M +$3.61M +71,634 +9%
Bank of America
7
Bank of America
North Carolina
$38.3M +$37.8M +751,147 +33,729%
HighTower Advisors
8
HighTower Advisors
Illinois
$23M +$383K +7,613 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$19.3M +$4M +79,516 +27%
SPG
10
Strategic Planning Group
Utah
$18.5M +$1.32M +26,170 +8%
QWM
11
Quadcap Wealth Management
Texas
$17.9M +$1.56M +31,072 +10%
VFG
12
Victory Financial Group
Texas
$17M -$78.7K -1,563 -0.5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$16.1M +$6.96M +138,395 +78%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$13.9M +$3.61M +71,644 +35%
DWP
15
Destiny Wealth Partners
Florida
$13.1M +$13M +258,089 New
MYIA
16
Mount Yale Investment Advisors
Colorado
$13.1M -$372K -7,390 -3%
BIP
17
Bouvel Investment Partners
Pennsylvania
$12.8M +$516K +10,244 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.4M -$5.72M -113,718 -32%
CCA
19
Coign Capital Advisors
Utah
$10.6M +$854K +16,976 +9%
WWM
20
Western Wealth Management
Colorado
$10.1M +$139K +2,755 +1%
SL
21
Systelligence LLC
Minnesota
$8.06M -$67.9K -1,350 -0.8%
PSCM
22
Per Stirling Capital Management
Texas
$7.59M -$173K -3,446 -2%
SWM
23
Spire Wealth Management
Virginia
$7.54M -$983K -19,525 -12%
EIA
24
Eldridge Investment Advisors
New Hampshire
$6.72M -$705K -14,013 -10%
VFG
25
Valley Financial Group
Pennsylvania
$6.68M +$557K +11,070 +9%

EVTR Hedge Fund Activity: Q2 2025 in Review

113 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q2 2025, worth a combined $1.62B — up 31% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EVTR positions and 7 closed out — a net gain of 19 holders — while 55 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $259M. The largest seller was Jane Street, exiting entirely with an estimated $7.02M sold.

  • 113 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $1.62B of Eaton Vance Total Return Bond ETF stock for Q2 2025, up 31% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Total Return Bond ETF positions in Q2 2025 and 7 closed out, a net change of +19 holders.
  • The largest Eaton Vance Total Return Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $259M added.
  • The largest Eaton Vance Total Return Bond ETF seller in Q2 2025 was Jane Street, an estimated $7.02M sold.

Based on aggregated 13F filings for Q2 2025.