Eaton Vance Total Return Bond ETF
EVTR
187 hedge funds and large institutions have $4.65B invested in Eaton Vance Total Return Bond ETF in 2026 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 39 reducing their positions, and 18 closing their positions.
169% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 39
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
13% more capital invested
Capital invested by funds: $4.11B → $4.65B (+$537M)
4% more funds holding
Funds holding: 179 → 187 (+8)
0.46% more ownership
Funds ownership: 83.18% → 83.64% (+0.46%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$325M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.5M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$26.7M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
+$18.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$49.8M |
| 2 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$11.5M |
| 3 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$11.4M |
| 4 |
VFG
Victory Financial Group
Austin,
Texas
|
-$10.2M |
| 5 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$8.53M |
EVTR Hedge Fund Activity: Q2 2026 in Review
187 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q2 2026, worth a combined $4.65B — up 13% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new EVTR positions and 18 closed out — a net gain of 12 holders — while 105 added to existing stakes and 39 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $49.8M.
- 187 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q2 2026, up from 179 in Q1 2026.
- Funds reported $4.65B of Eaton Vance Total Return Bond ETF stock for Q2 2026, up 13% quarter-over-quarter.
- 30 funds opened new Eaton Vance Total Return Bond ETF positions in Q2 2026 and 18 closed out, a net change of +12 holders.
- The largest Eaton Vance Total Return Bond ETF buyer in Q2 2026 was Morgan Stanley, an estimated $325M added.
- The largest Eaton Vance Total Return Bond ETF seller in Q2 2026 was Fidelity Investments, an estimated $49.8M sold.
Based on aggregated 13F filings for Q2 2026.