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Eaton Vance Total Return Bond ETF

128 hedge funds and large institutions have $2.63B invested in Eaton Vance Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 21

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

62% more capital invested

Capital invested by funds: $1.62B → $2.63B (+$1B)

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

13% more funds holding

Funds holding: 113128 (+15)

3.65% more ownership

Funds ownership: 80.25%83.9% (+3.7%)

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
1.68%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.17%
New
28
Increased
70
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.17B +$317M +6,204,037 +37%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$177M +$176M +3,439,951 +1,338,502%
Wells Fargo
3
Wells Fargo
California
$158M +$31.3M +612,396 +25%
Ameriprise
4
Ameriprise
Minnesota
$125M +$123M +2,408,047 +7,951%
LPL Financial
5
LPL Financial
California
$105M +$13.1M +256,666 +14%
Osaic Holdings
6
Osaic Holdings
Arizona
$88.1M +$6.55M +128,175 +8%
PAM
7
Prodigy Asset Management
Nebraska
$77M +$76.5M +1,496,371 New
Bank of America
8
Bank of America
North Carolina
$71.9M +$32.9M +643,175 +85%
Raymond James Financial
9
Raymond James Financial
Florida
$63.3M +$10.9M +212,915 +21%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$52.5M +$8.54M +167,102 +20%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$37.9M +$18.3M +357,745 +94%
HWM
12
Horizon Wealth Management
Illinois
$29.4M +$29.2M +570,722 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$29.1M +$14.9M +291,673 +107%
HighTower Advisors
14
HighTower Advisors
Illinois
$24.7M +$1.46M +28,576 +6%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$24M +$7.71M +150,898 +48%
SPG
16
Strategic Planning Group
Utah
$20.6M +$1.9M +37,166 +10%
Jane Street
17
Jane Street
New York
$19.9M +$19.7M +386,290 New
QWM
18
Quadcap Wealth Management
Texas
$19.7M +$1.58M +30,836 +9%
VFG
19
Victory Financial Group
Texas
$19.1M +$1.86M +36,478 +11%
SWM
20
Spire Wealth Management
Virginia
$18.8M +$11.1M +217,166 +146%
SL
21
Systelligence LLC
Minnesota
$18M +$9.75M +190,791 +120%
CCA
22
Coign Capital Advisors
Utah
$15.4M +$4.58M +89,612 +43%
MYIA
23
Mount Yale Investment Advisors
Colorado
$15.3M +$1.96M +38,435 +15%
DWP
24
Destiny Wealth Partners
Florida
$14.3M +$980K +19,164 +7%
BIP
25
Bouvel Investment Partners
Pennsylvania
$12.4M -$497K -9,720 -4%

EVTR Hedge Fund Activity: Q3 2025 in Review

128 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q3 2025, worth a combined $2.63B — up 62% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EVTR positions and 11 closed out — a net gain of 17 holders — while 70 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $317M. The largest seller was Royal Bank of Canada, cutting an estimated $9.52M.

  • 128 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q3 2025, up from 113 in Q2 2025.
  • Funds reported $2.63B of Eaton Vance Total Return Bond ETF stock for Q3 2025, up 62% quarter-over-quarter.
  • 28 funds opened new Eaton Vance Total Return Bond ETF positions in Q3 2025 and 11 closed out, a net change of +17 holders.
  • The largest Eaton Vance Total Return Bond ETF buyer in Q3 2025 was Morgan Stanley, an estimated $317M added.
  • The largest Eaton Vance Total Return Bond ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $9.52M sold.

Based on aggregated 13F filings for Q3 2025.