We are live on ! Find out more
EVTR icon

Eaton Vance Total Return Bond ETF

157 hedge funds and large institutions have $3.46B invested in Eaton Vance Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

487% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 15

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

32% more capital invested

Capital invested by funds: $2.63B → $3.46B (+$838M)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

23% more funds holding

Funds holding: 128157 (+29)

1.02% less ownership

Funds ownership: 83.9%82.88% (-1%)

Holders
157
Holders Change
+29
Holders Change %
+22.66%
% of All Funds
1.91%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.19%
New
45
Increased
88
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.45B +$283M +5,473,066 +24%
Ameriprise
2
Ameriprise
Minnesota
$258M +$132M +2,562,652 +105%
Wells Fargo
3
Wells Fargo
California
$220M +$62.8M +1,215,336 +40%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$205M +$28M +541,807 +16%
LPL Financial
5
LPL Financial
California
$135M +$29.6M +573,492 +28%
Bank of America
6
Bank of America
North Carolina
$115M +$43M +833,088 +60%
PAM
7
Prodigy Asset Management
Nebraska
$114M +$36.7M +711,092 +48%
Osaic Holdings
8
Osaic Holdings
Arizona
$101M +$12.8M +247,544 +14%
Raymond James Financial
9
Raymond James Financial
Florida
$77M +$13.7M +264,400 +21%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$59.8M +$7.26M +140,528 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$58.8M +$20.9M +404,141 +55%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$49M +$20M +386,529 +68%
HWM
13
Horizon Wealth Management
Illinois
$30.9M +$1.49M +28,878 +5%
VFG
14
Valley Financial Group
Pennsylvania
$25.6M +$18.5M +358,260 +259%
HighTower Advisors
15
HighTower Advisors
Illinois
$25.5M +$741K +14,343 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$24.1M +$68.6K +1,328 +0.3%
SPG
17
Strategic Planning Group
Utah
$21.8M +$1.13M +21,857 +5%
QWM
18
Quadcap Wealth Management
Texas
$21.3M +$1.59M +30,852 +8%
RMS
19
Retirement Management Systems
Maryland
$20M +$20.1M +389,000 New
SWM
20
Spire Wealth Management
Virginia
$19M +$92.6K +1,792 +0.5%
VFG
21
Victory Financial Group
Texas
$18.8M -$244K -4,729 -1%
CCA
22
Coign Capital Advisors
Utah
$17.3M +$1.92M +37,081 +12%
SL
23
Systelligence LLC
Minnesota
$15.9M -$2.12M -41,121 -12%
SCP
24
Stevens Capital Partners
Nebraska
$15.3M +$2.99M +57,838 +24%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$15M +$3.61M +69,978 +32%