Who Owns EVTR?
Eaton Vance Total Return Bond ETF — Institutional Ownership & 13F Holdings
$51.27
+0.07 (+0.15%)
Market Cap
$3.2B
Shares Outstanding
61,881,073
Institutional Holders
90
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+66
Institutional data as of Q1 2025
New Positions
32
Closed Positions
15
Increased
43
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $577.8M | 11,413,116 |
| 2 | WELLS FARGO & COMPANY/MN | $126.6M | 2,500,268 |
| 3 | OSAIC HOLDINGS, INC. | $68.3M | 1,348,056 |
| 4 | RAYMOND JAMES FINANCIAL INC | $50.1M | 988,866 |
| 5 | Janney Montgomery Scott LLCNew | $39.6M | 781,450 |
| 6 | HighTower Advisors, LLC | $22.5M | 444,425 |
| 7 | ROYAL BANK OF CANADA | $18.1M | 356,989 |
| 8 | STRATEGIC PLANNING GROUP, LLCNew | $17.1M | 337,612 |
| 9 | VICTORY FINANCIAL GROUP, LLC | $17.0M | 335,277 |
| 10 | Quadcap Wealth Management, LLC | $16.2M | 320,536 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +5.4M | $577.8M |
| OSAIC HOLDINGS, INC. | +411K | $68.3M |
| RAYMOND JAMES FINANCIAL INC | +324K | $50.1M |
| Janney Montgomery Scott LLCNew | +781K | $39.6M |
| HighTower Advisors, LLC | +69K | $22.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -433K | $548K |
| Equitable Holdings, Inc. | -99K | $1.3M |
| WELLS FARGO & COMPANY/MN | -95K | $126.6M |
| Systelligence, LLC | -67K | $8.1M |
| Steward Partners Investment Advisory, LLC | -39K | $110K |
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Frequently Asked Questions
How many institutional investors hold EVTR?
As of Q1 2025, 90 institutional investors report holding EVTR (Eaton Vance Total Return Bond ETF) in their 13F filings.
Which hedge fund owns the most EVTR?
The largest institutional holder of EVTR is MORGAN STANLEY with $577.8M in shares.
Are institutions buying or selling EVTR?
This quarter, 32 institutions opened new positions in EVTR and 15 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.