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Eaton Vance Total Return Bond ETF

176 hedge funds and large institutions have $4.11B invested in Eaton Vance Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 106 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 22

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $3.46B → $4.11B (+$644M)

12% more funds holding

Funds holding: 157176 (+19)

0.22% more ownership

Funds ownership: 82.88%83.1% (+0.22%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
176
Holders Change
+19
Holders Change %
+12.1%
% of All Funds
2.17%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
34
Increased
106
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.67B +$238M +4,615,435 +16%
Ameriprise
2
Ameriprise
Minnesota
$300M +$46.5M +901,781 +18%
Wells Fargo
3
Wells Fargo
California
$210M -$7.33M -142,331 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$203M +$1.36M +26,395 +0.7%
Bank of America
5
Bank of America
North Carolina
$181M +$68.9M +1,336,772 +60%
LPL Financial
6
LPL Financial
California
$175M +$42.8M +830,704 +32%
PAM
7
Prodigy Asset Management
Nebraska
$116M +$4.28M +83,103 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$114M +$38.4M +745,892 +50%
Osaic Holdings
9
Osaic Holdings
Arizona
$105M +$4.86M +94,348 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$80.2M +$22.7M +440,082 +39%
PWA
11
Provenance Wealth Advisors
Florida
$71.3M +$72.4M +1,404,864 New
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$65.7M +$17.6M +341,899 +36%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$61.9M +$3.06M +59,319 +5%
AA
14
ALPS Advisors
Colorado
$51.6M +$52.4M +1,017,240 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$34.3M +$10.7M +208,040 +44%
HighTower Advisors
16
HighTower Advisors
Illinois
$32.1M +$7.08M +137,332 +28%
VFG
17
Valley Financial Group
Pennsylvania
$26.4M +$1.16M +22,450 +5%
SWM
18
Spire Wealth Management
Virginia
$24M +$5.38M +104,492 +28%
RMS
19
Retirement Management Systems
Maryland
$23.8M +$4.16M +80,813 +21%
QWM
20
Quadcap Wealth Management
Texas
$23.6M +$2.68M +51,997 +13%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$22.1M +$7.42M +144,005 +49%
CCA
22
Coign Capital Advisors
Utah
$17.4M +$387K +7,521 +2%
VFG
23
Victory Financial Group
Texas
$16.6M -$1.93M -37,430 -10%
MYIA
24
Mount Yale Investment Advisors
Colorado
$15.3M +$15.5M +301,126 New
DADC
25
D.A. Davidson & Co
Montana
$14.8M +$1.57M +30,477 +12%