Eaton Vance Total Return Bond ETF
EVTR
179 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 36 funds opening new positions, 107 increasing their positions, 21 reducing their positions, and 10 closing their positions.
852% more capital inflows, than outflows
Capital inflows: $801M | Capital outflows: $84.2M
410% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 21
260% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 10
13% more funds holding
Funds holding: 158 → 179 (+21)
0.37% more ownership
Funds ownership: 82.8% → 83.18% (+0.37%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$238M |
| 2 |
PWA
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
+$72.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$68.9M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
+$52.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$46.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
-$21.3M |
| 2 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$18.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.33M |
| 4 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$6.59M |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$6.54M |
EVTR Hedge Fund Activity: Q1 2026 in Review
179 of the 8,210 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q1 2026, worth a combined $4.11B — up 19% from $3.46B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new EVTR positions and 10 closed out — a net gain of 26 holders — while 107 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $238M. The largest seller was Strategic Planning Group, cutting an estimated $21.3M.
- 179 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q1 2026, up from 158 in Q4 2025.
- Funds reported $4.11B of Eaton Vance Total Return Bond ETF stock for Q1 2026, up 19% quarter-over-quarter.
- 36 funds opened new Eaton Vance Total Return Bond ETF positions in Q1 2026 and 10 closed out, a net change of +26 holders.
- The largest Eaton Vance Total Return Bond ETF buyer in Q1 2026 was Morgan Stanley, an estimated $238M added.
- The largest Eaton Vance Total Return Bond ETF seller in Q1 2026 was Strategic Planning Group, an estimated $21.3M sold.
Based on aggregated 13F filings for Q1 2026.