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Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership

Eaton Vance Total Return Bond ETF logo
$49.81 -0.32 (-0.64%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR)

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$597.99M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$12.17M
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EVTR Institutional Buying and Selling by Quarter

Eaton Vance Total Return Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Belpointe Asset Management LLC4,069$206K0.0%N/A0.012%
5/19/2025 Jane Street Group LLC138,726$7.02M0.0%N/A0.399%
5/16/2025 NewEdge Advisors LLC52,483$2.66M0.0%+9.7%0.151%
5/15/2025 Royal Bank of Canada356,989$18.07M0.0%+127.4%1.027%
5/14/2025 Valley Financial Group Inc.120,251$6.09M4.0%+15.8%0.346%
5/14/2025 Quadcap Wealth Management LLC320,536$16.23M2.4%+7,034.1%0.922%
5/14/2025 Per Stirling Capital Management LLC.152,693$7.73M1.1%N/A0.439%
5/14/2025 Comerica Bank21,585$1.09M0.0%+97.0%0.062%
5/14/2025 Apexium Financial LP35,370$1.80M0.1%N/A0.102%
5/14/2025 Northwestern Mutual Wealth Management Co.177,714$9.00M0.0%+640.8%0.511%
5/14/2025 Flow Traders U.S. LLC29,521$1.50M0.1%-46.1%0.085%
5/13/2025 Raymond James Financial Inc.988,866$50.07M0.0%+48.8%2.845%
5/13/2025 HighTower Advisors LLC444,425$22.50M0.0%+18.5%1.279%
5/9/2025 Coign Capital Advisors LLC192,231$9.73M7.5%N/A0.553%
5/9/2025 PNC Financial Services Group Inc.201,959$10.23M0.0%+124.3%0.581%
5/8/2025 Eastern Bank650$33K0.0%-55.3%0.002%
5/7/2025 LPL Financial LLC1,509,784$76.44M0.0%+37.5%4.343%
5/6/2025 Cetera Investment Advisers121,573$6.16M0.0%+297.7%0.350%
5/6/2025 Avantax Advisory Services Inc.10,811$547K0.0%+33.0%0.031%
5/6/2025 Flynn Zito Capital Management LLC78,411$3.97M1.8%+386.3%0.226%
5/5/2025 Miller Financial Services LLC5,309$269K0.4%+9.4%0.015%
5/5/2025 OneAscent Financial Services LLC8,538$432K0.0%+27.0%0.025%
5/5/2025 Kestra Private Wealth Services LLC7,883$399K0.0%+6.7%0.023%
5/5/2025 Private Advisor Group LLC23,108$1.17M0.0%+31.8%0.066%
5/2/2025 Kingsview Wealth Management LLC8,195$415K0.0%-4.3%0.024%
5/1/2025 Acorn Wealth Advisors LLC4,479$227K0.1%+5.4%0.013%
5/1/2025 Fifth Third Securities Inc.56,155$2.84M0.2%+64.9%0.163%
5/1/2025 Gateway Wealth Partners LLC70,786$3.58M0.8%N/A0.206%
4/30/2025 Cerity Partners LLC5,622$285K0.0%+37.9%0.016%
4/30/2025 Parr Mcknight Wealth Management Group LLC4,237$215K0.0%-18.2%0.012%
4/30/2025 Stratos Wealth Partners LTD.5,210$264K0.0%N/A0.015%
4/29/2025 Envestnet Asset Management Inc.299,436$15.16M0.0%+96.6%0.871%
4/29/2025 Stage Harbor Financial LLC31,111$1.58M1.3%+93.5%0.091%
4/28/2025 Strategic Financial Concepts LLC10,815$548K0.1%+9.6%0.031%
4/25/2025 MidAtlantic Capital Management Inc.25,238$1.28M1.0%+3.4%0.073%
4/25/2025 Trademark Financial Management LLC59,787$3.03M2.3%+527.4%0.174%
4/25/2025 Wall Street Financial Group Inc.43,280$2.19M2.3%+8.2%0.126%
4/24/2025 Beacon Financial Advisory LLC4,915$249K0.1%N/A0.014%
4/23/2025 KPP Advisory Services LLC9,466$479K0.1%+122.7%0.028%
4/23/2025 Western Wealth Management LLC196,035$9.93M0.7%+9.8%0.571%
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4/23/2025 Creative Financial Designs Inc. ADV11,813$598K0.0%N/A0.034%
4/23/2025 Spire Wealth Management168,680$8.54M0.3%N/A0.491%
4/23/2025 Systelligence LLC159,879$8.10M1.9%-29.4%0.465%
4/23/2025 Oppenheimer & Co. Inc.9,067$459K0.0%+97.2%0.026%
4/22/2025 Centerpoint Advisory Group4,210$213K0.2%N/A0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.22,549$1.14M0.0%+73.2%0.066%
4/21/2025 ORG Partners LLC42,621$2.16M0.5%N/A0.124%
4/21/2025 Advisory Resource Group65,534$3.32M0.7%+10.3%0.191%
4/21/2025 Envestnet Portfolio Solutions Inc.12,702$643K0.0%+120.6%0.037%
4/18/2025 Cornerstone Wealth Management LLC28,490$1.44M0.1%N/A0.083%
4/17/2025 Janney Montgomery Scott LLC781,450$39.57M0.1%+0.2%2.274%
4/17/2025 Bouvel Investment Partners LLC240,903$12.48M5.1%+2.2%0.701%
4/17/2025 Pinion Investment Advisors LLC68,782$3.48M0.8%N/A0.200%
4/16/2025 Elevation Point Wealth Partners LLC265,426$13.44M1.2%+54.7%0.772%
4/15/2025 GPS Wealth Strategies Group LLC7,629$386K0.1%+127.2%0.022%
4/11/2025 SeaCrest Wealth Management LLC14,717$745K0.1%+72.7%0.046%
4/10/2025 Breakwater Capital Group6,397$324K0.1%N/A0.020%
4/10/2025 Park Edge Advisors LLC4,557$231K0.1%N/A0.014%
4/10/2025 Strategic Planning Group LLC337,612$17.09M3.3%N/A1.056%
4/9/2025 Merit Financial Group LLC59,990$3.04M0.0%+0.4%0.188%
4/7/2025 Tompkins Financial Corp510$26K0.0%N/A0.002%
3/6/2025IronOak Wealth LLC.19,126$954K1.1%N/A0.065%
2/27/2025 REAP Financial Group LLC951$47K0.0%N/A0.003%
2/19/2025 Parr Mcknight Wealth Management Group LLC5,177$258K0.0%N/A0.018%
2/18/2025 Western Wealth Management LLC4,264$213K0.1%-85.7%0.015%
2/17/2025 Snowden Capital Advisors LLC16,700$833K0.0%+14.2%0.214%
2/17/2025 Quadcap Wealth Management LLC4,493$224K0.0%N/A0.058%
2/17/2025 Cetera Investment Advisers30,569$1.52M0.0%+43.2%0.392%
2/17/2025 Ameriprise Financial Inc.31,973$1.59M0.0%-46.8%0.410%
2/17/2025 Ancora Advisors LLC800$40K0.0%N/A0.010%
2/14/2025 Comerica Bank10,957$546K0.0%+201.9%0.140%
2/14/2025 Valley Financial Group Inc.103,877$5.18M3.6%+4.4%1.332%
2/13/2025 NewEdge Advisors LLC47,825$2.39M0.0%N/A0.613%
2/13/2025 Raymond James Financial Inc.664,679$33.14M0.0%N/A8.522%
2/13/2025 Envestnet Asset Management Inc.152,319$7.60M0.0%+43.2%1.953%
2/13/2025 Wells Fargo & Company MN2,595,720$129.42M0.0%N/A33.278%
2/12/2025 OneAscent Financial Services LLC6,723$335K0.0%N/A0.086%
2/12/2025Private Portfolio Partners LLC4,892$244K0.0%-4.7%0.063%
2/12/2025 Stage Harbor Financial LLC16,081$802K0.7%+111.2%0.206%
2/12/2025 Brown Brothers Harriman & Co.3,921$196K0.0%N/A0.050%
2/11/2025 LPL Financial LLC1,097,670$54.73M0.0%+160.0%14.073%
2/10/2025 Cozad Asset Management Inc.4,130$206K0.0%N/A0.053%
2/10/2025 Eldridge Investment Advisors Inc.49,280$2.46M0.6%+807.6%0.632%
2/10/2025 Harbour Investments Inc.919$46K0.0%+162.6%0.012%
2/10/2025 Corient Private Wealth LLC4,569$228K0.0%N/A0.059%
2/10/2025 Envestnet Portfolio Solutions Inc.5,759$287K0.0%N/A0.074%
2/10/2025 Commonwealth Equity Services LLC55,547$2.77M0.0%+35.1%0.712%
2/10/2025Wintrust Investments LLC1,564$78K0.1%N/A0.020%
2/10/2025 Avantax Advisory Services Inc.8,131$405K0.0%N/A0.104%
2/7/2025 HighTower Advisors LLC375,006$18.70M0.0%+0.1%4.808%
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2/7/2025 Inspire Advisors LLC73,354$3.66M0.4%+48.1%0.940%
2/7/2025 Miller Financial Services LLC4,855$242K0.2%N/A0.062%
2/7/2025 Independent Advisor Alliance82,634$4.12M0.1%N/A1.059%
2/7/2025 PNC Financial Services Group Inc.90,037$4.49M0.0%+1,325.1%1.154%
2/6/2025 Raymond James Financial Inc.664,679$33.14M0.0%N/A8.522%
2/6/2025 Steward Partners Investment Advisory LLC41,607$2.08M0.0%N/A0.533%
2/5/2025 Oppenheimer & Co. Inc.4,598$229K0.0%-17.9%0.059%
2/5/2025 Flynn Zito Capital Management LLC16,125$804K0.4%N/A0.207%
2/4/2025 Acorn Wealth Advisors LLC4,250$212K0.1%N/A0.054%
2/3/2025 Private Advisor Group LLC17,530$874K0.0%N/A0.225%
(Data available from 1/1/2016 forward)

EVTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVTR shares?

During the previous two years, 94 institutional investors and hedge funds held shares of Eaton Vance Total Return Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($129.42M), LPL Financial LLC ($76.44M), Raymond James Financial Inc. ($50.07M), Janney Montgomery Scott LLC ($39.57M), HighTower Advisors LLC ($22.50M), Royal Bank of Canada ($18.07M), and Strategic Planning Group LLC ($17.09M).Learn more on EVTR's institutional investors.

Which institutional investors have been buying Eaton Vance Total Return Bond ETF stock?

Of the 92 institutional investors that purchased Eaton Vance Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($2.60M), Raymond James Financial Inc. ($1.65M), LPL Financial LLC ($1.09M), Strategic Financial Concepts LLC ($845.74K), Janney Montgomery Scott LLC ($753.59K), HighTower Advisors LLC ($444.43K), and Strategic Planning Group LLC ($337.61K).

How much institutional buying is happening at Eaton Vance Total Return Bond ETF?

Institutional investors have bought a total of 12,093,156 shares in the last 24 months. This purchase volume represents approximately $608.81M in transactions.

Which Eaton Vance Total Return Bond ETF major shareholders have been selling company stock?

Of the 14 institutional investors that sold Eaton Vance Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($86.45K), Systelligence LLC ($66.57K), Ameriprise Financial Inc. ($28.13K), Western Wealth Management LLC ($25.46K), Flow Traders U.S. LLC ($25.29K), Bouvel Investment Partners LLC ($5.09K), and Truist Financial Corp ($1.35K).

How much institutional selling is happening at Eaton Vance Total Return Bond ETF?

Institutional investors have sold a total of 243,009 shares in the last 24 months. This volume of shares sold represents approximately $12.17M in transactions.



This page (NYSEARCA:EVTR) was last updated on 5/21/2025 by MarketBeat.com Staff
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