Who Owns EVLN?
Eaton Vance Floating-Rate ETF — Institutional Ownership & 13F Holdings
$48.87
+0.00 (+0.00%)
Market Cap
$1.3B
Shares Outstanding
26,289,100
Institutional Holders
29
Total Inst. Value
$316.7M
% of Float Held
—
QoQ Holder Change
+22
Institutional data as of Q1 2025
New Positions
13
Closed Positions
4
Increased
9
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $274.5M | 5,550,945 |
| 2 | Shorepoint Capital Partners LLC | $16.9M | 342,739 |
| 3 | JANE STREET GROUP, LLC | $6.0M | 120,592 |
| 4 | Eldridge Investment Advisors, Inc. | $4.6M | 92,839 |
| 5 | CENTRAL TRUST Co | $3.0M | 61,298 |
| 6 | Gateway Wealth Partners, LLCNew | $2.2M | 44,018 |
| 7 | ROYAL BANK OF CANADA | $1.5M | 30,234 |
| 8 | Next Level Private LLCNew | $1.2M | 24,587 |
| 9 | Visionary Wealth AdvisorsNew | $1.1M | 21,559 |
| 10 | Stratos Wealth Partners, LTD.New | $890K | 18,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +1.9M | $274.5M |
| Shorepoint Capital Partners LLC | +28K | $16.9M |
| Eldridge Investment Advisors, Inc. | +34K | $4.6M |
| CENTRAL TRUST Co | +12K | $3.0M |
| Gateway Wealth Partners, LLCNew | +44K | $2.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -25K | $758K |
| JANE STREET GROUP, LLC | -10K | $6.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -6K | $513K |
| FLOW TRADERS U.S. LLC | -1K | $301K |
| OSAIC HOLDINGS, INC. | -699 | $9K |
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Frequently Asked Questions
How many institutional investors hold EVLN?
As of Q1 2025, 29 institutional investors report holding EVLN (Eaton Vance Floating-Rate ETF) in their 13F filings.
Which hedge fund owns the most EVLN?
The largest institutional holder of EVLN is MORGAN STANLEY with $274.5M in shares.
Are institutions buying or selling EVLN?
This quarter, 13 institutions opened new positions in EVLN and 4 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.