Who Owns Eaton Vance Total Return Bond ETF (EVTR)?Hedge Fund & Institutional Holders

$50.99-0.06 (-0.13%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.420000257000177e+235T

% of Float Held

—

QoQ Change in Holders

+15 / -7

Price History

$49.32$50.05$50.77$51.50$52.23Jul 24May 25Mar 26

EVTR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Prodigy Asset Management LLCNew Position+2.2M+$113.7M
Janney Montgomery Scott LLCNew Position+1.2M+$59.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+1.1M+$58.0M
Horizon Wealth Management, LLCNew Position+600K+$30.9M
STRATEGIC PLANNING GROUP, LLCNew Position+423K+$21.8M
Retirement Management Systems Inc.New Position+389K+$20.0M
Spire Wealth ManagementNew Position+368K+$19.0M
Coign Capital Advisors LLCNew Position+336K+$17.3M
Wall Street Financial Group, Inc.New Position+302K+$15.5M
STEVENS CAPITAL PARTNERSNew Position+297K+$15.3M
Bouvel Investment Partners, LLCNew Position+266K+$13.7M
D.A. DAVIDSON & CO.New Position+261K+$13.4M
Sanctuary Advisors, LLCNew Position+252K+$12.9M
Western Wealth Management, LLCNew Position+223K+$11.0M
Madrid Wealth Management, LLCNew Position+211K+$10.9M

EVTR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-467K-$24.0B
JANE STREET GROUP, LLCClosed Position-386K-$19.9B
VICTORY FINANCIAL GROUP, LLCDecreased-5K-$19.0B
Systelligence, LLCDecreased-41K-$18.0B
ELEVATION POINT WEALTH PARTNERS, LLCClosed Position-296K-$15.3B
Apexium Financial, LPClosed Position-88K-$4.6B
HBK Sorce Advisory LLCClosed Position-81K-$4.2B
ROYAL BANK OF CANADADecreased-487-$2.9B
&PARTNERSDecreased-943-$1.9B
CITADEL ADVISORS LLCDecreased-14K-$1.2B
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-942-$877.6M
Blueprint Investment Partners LLCClosed Position-15K-$788.1M
Blueprint Financial Advisors LLCClosed Position-15K-$788.1M
Strategic Financial Concepts, LLCClosed Position-11K-$555.2M
Kestra Advisory Services, LLCDecreased-52-$524.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY27,592,222$1.4B0.08%Share
2AMERIPRISE FINANCIAL INC4,997,247$257.0M0.06%Share
3FMR LLC3,440,447$177.0M0.01%Share
4WELLS FARGO & COMPANY/MN2,942,108$151.0M0.03%Share
5LPL Financial LLC2,622,043$135.0M0.04%Share
6Prodigy Asset Management LLC2,207,463$113.7M39.91%Share
7OSAIC HOLDINGS, INC.1,967,465$101.0M0.15%Share
8BANK OF AMERICA CORP /DE/1,798,673$92.0M0.01%Share
9WELLS FARGO & COMPANY/MN1,337,630$68.0M0.01%Share
10Janney Montgomery Scott LLC1,160,714$59.0M0.14%Share
11RAYMOND JAMES FINANCIAL INC1,132,883$58.0M0.02%Share
12ENVESTNET ASSET MANAGEMENT INC1,140,838$58.0M0.02%Share
13PNC FINANCIAL SERVICES GROUP, INC.951,805$49.0M0.03%Share
14MORGAN STANLEY626,141$32.0M0.00%Share
15Horizon Wealth Management, LLC599,600$30.9M4.79%Share
16FMR LLC541,567$27.0M0.00%Share
17Valley Financial Group, Inc.496,783$25.6M14.37%Share
18HighTower Advisors, LLC494,957$25.0M0.03%Share
19BANK OF AMERICA CORP /DE/430,964$22.0M0.00%Share
20STRATEGIC PLANNING GROUP, LLC422,805$21.8M2.80%Share
21Quadcap Wealth Management, LLC413,296$21.3M2.43%Share
22Retirement Management Systems Inc.389,000$20.0M5.13%Share
23Spire Wealth Management365,529$18.8M0.63%Share
24VICTORY FINANCIAL GROUP, LLC365,463$18.8M2.37%Share
25RAYMOND JAMES FINANCIAL INC362,308$18.0M0.01%Share
26Coign Capital Advisors LLC335,900$17.3M9.06%Share
27Systelligence, LLC308,199$15.9M3.02%Share
28STEVENS CAPITAL PARTNERS297,437$15.3M4.01%Share
29Cetera Investment Advisers291,819$15.0M0.02%Share
30Destiny Wealth Partners, LLC288,656$14.9M1.71%Share
31Bouvel Investment Partners, LLC266,424$13.7M3.96%Share
32D.A. DAVIDSON & CO.261,140$13.4M0.08%Share
33Snowden Capital Advisors LLC224,793$11.0M0.28%Share
34Western Wealth Management, LLC223,032$11.0M0.51%Share
35Madrid Wealth Management, LLC210,935$10.9M8.81%Share
36Sanctuary Advisors, LLC202,610$10.4M0.06%Share
37GOLDMAN SACHS GROUP INC203,529$10.0M0.00%Share
38Live Oak Investment Partners167,205$8.6M5.29%Share
39Per Stirling Capital Management, LLC.165,291$8.5M0.96%Share
40Balanced Rock Investment Advisors LLC146,972$7.6M5.38%Share
41Eldridge Investment Advisors, Inc.137,738$7.1M1.56%Share
42COMMONWEALTH EQUITY SERVICES, LLC152,035$7.0M0.01%Share
43Kingsview Wealth Management, LLC139,053$7.0M0.10%Share
44PENNEY FINANCIAL, LLC134,473$6.9M2.67%Share
45MGO ONE SEVEN LLC132,041$6.8M0.14%Share
46N.E.W. Advisory Services LLC129,682$6.7M0.49%Share
47Wall Street Financial Group, Inc.117,844$6.1M4.42%Share
48Private Advisor Group, LLC129,989$6.0M0.03%Share
49THRIVENT FINANCIAL FOR LUTHERANS116,921$6.0M0.01%Share
50Pinion Investment Advisors, LLC112,802$5.8M1.42%Share

EVTR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025155$3.4B+79
Q3 202576$2.3T-22
Q2 202598$578.0B+8
Q1 202590$1.2T+17
Q4 202473$13.8T+35
Q3 202438$232.9T+9
Q2 202429$86.0T+5
Q1 202424$91.0T—

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As of Q4 2025, 50 institutional investors hold EVTR (Eaton Vance Total Return Bond ETF). The largest holder is MORGAN STANLEY with $1.4B in shares. This quarter, 15 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own EVTR?

As of Q4 2025, 50 institutional investors report holding EVTR (Eaton Vance Total Return Bond ETF) in their 13F filings.

Who is the largest institutional holder of EVTR?

The largest institutional holder of EVTR is MORGAN STANLEY with $1.4B in shares.

Is institutional ownership of EVTR increasing or decreasing?

This quarter, 15 institutions opened new positions in EVTR and 7 closed their positions.