Who Owns EVHY?

Eaton Vance High Yield ETF — Institutional Ownership & 13F Holdings

$51.93

-0.23 (-0.44%)

Market Cap

$21.1M

Shares Outstanding

401,321

Institutional Holders

5

Total Inst. Value

$16.0M

% of Float Held

QoQ Holder Change

-1

Institutional data as of Q1 2025

New Positions

5

Closed Positions

0

Increased

0

Decreased

0

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1MORGAN STANLEYNew$14.6M279,258
2Focus Partners WealthNew$1.3M24,433
3OSAIC HOLDINGS, INC.New$84K1,611
4Geneos Wealth Management Inc.New$21K400
5SIGNATUREFD, LLCNew$99119

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
MORGAN STANLEYNew+279K$14.6M
Focus Partners WealthNew+24K$1.3M
OSAIC HOLDINGS, INC.New+2K$84K
Geneos Wealth Management Inc.New+400$21K
SIGNATUREFD, LLCNew+19$991

Top Sellers

FundShares RemovedValue

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Frequently Asked Questions

How many institutional investors hold EVHY?

As of Q1 2025, 5 institutional investors report holding EVHY (Eaton Vance High Yield ETF) in their 13F filings.

Which hedge fund owns the most EVHY?

The largest institutional holder of EVHY is MORGAN STANLEY with $14.6M in shares.

Are institutions buying or selling EVHY?

This quarter, 5 institutions opened new positions in EVHY and 0 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.