Eaton Vance Floating-Rate ETF is an exchange-traded fund on ARCA. As of Q3 2025, 47 institutional investors hold shares in this ETF, with total holdings valued at $1.4B. TEXAS PERMANENT SCHOOL FUND is the largest holder with a position valued at $946.0M.
Overview of institutional ownership in EVLN as of Q3 2025
Institutions with the largest positions in EVLN as of Q3 2025
| Institution | Position Value |
|---|---|
T TEXAS PERMANENT SCHOOL FUND Institution | $946.0M 31.81% of portfolio |
MORGAN STANLEY RIA/Wealth | $275.0M 0.02% of portfolio |
VESTOR CAPITAL CORP RIA/Wealth | $34.3M 2.28% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $27.4M 0.01% of portfolio |
Shorepoint Capital Partners LLC RIA/Wealth | $20.0M 4.05% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $18.8M 0.00% of portfolio |
L LPL Financial LLC Institution | $14.3M 0.00% of portfolio |
Eldridge Investment Advisors, Inc. RIA/Wealth | $9.4M 2.14% of portfolio |
C CI Private Wealth, LLC RIA/Wealth | $7.2M 0.01% of portfolio |
Founders Financial Alliance, LLC RIA/Wealth | $6.4M 1.22% of portfolio |
Institutional buying and selling activity for EVLN in Q3 2025
| Institution | Net Bought |
|---|---|
T TEXAS PERMANENT SCHOOL FUND Institution | +$946.0M +19.0M shares |
VESTOR CAPITAL CORP RIA/Wealth | +$34.3M +690.7K shares |
AMERIPRISE FINANCIAL INC Institution | +$27.4M +552.3K shares |
MORGAN STANLEY RIA/Wealth | +$24.3M +488.7K shares |
GOLDMAN SACHS GROUP INC Institution | +$16.7M +337.2K shares |
L LPL Financial LLC Institution | +$4.5M +91.3K shares |
N New England Capital Financial Advisors LLC Institution | +$3.4M +69.2K shares |
T Tower Research Capital LLC Institution | +$3.1M +62.7K shares |
Shorepoint Capital Partners LLC RIA/Wealth | +$3.0M +60.5K shares |
WELLS FARGO & COMPANY/MN Institution | +$2.9M +58.6K shares |
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$3.6M −72.6K shares |
Eldridge Investment Advisors, Inc. RIA/Wealth | −$761.4K −15.3K shares |
FIRST TRUST ADVISORS LP ETF Provider | −$387.4K −7.8K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$336.1K −6.8K shares |
−$63.1K −1.3K shares | |
D Dynamic Financial Group RIA/Wealth | −$7.5K −152.0 shares |
FMR LLC Institution | −$6.2K −124.0 shares |
Institutions that initiated new positions or completely exited EVLN in Q3 2025
| Institution | Position Value |
|---|---|
T TEXAS PERMANENT SCHOOL FUND Institution | $946.0M 19.0M shares |
VESTOR CAPITAL CORP RIA/Wealth | $34.3M 690.7K shares |
AMERIPRISE FINANCIAL INC Institution | $27.4M 552.3K shares |
N New England Capital Financial Advisors LLC Institution | $3.4M 69.2K shares |
T Tower Research Capital LLC Institution | $3.1M 62.7K shares |
WELLS FARGO & COMPANY/MN Institution | $2.9M 58.6K shares |
O OBERMEYER ASSET MANAGEMENT CO RIA/Wealth | $496.7K 10.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $376.1K 7.6K shares |
WEALTHSPAN PARTNERS, LLC RIA/Wealth | $324.0K 6.5K shares |
K KANE INVESTMENT MANAGEMENT, INC. RIA/Wealth | $252.8K 5.1K shares |
| Institution | Previous Position |
|---|---|
FMR LLC Institution | $6.2K 124.0 shares |
Institutions with the largest Call and Put options positions in EVLN as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with EVLN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
T TEXAS PERMANENT SCHOOL FUND Institution | 31.81% $946.0M |
Shorepoint Capital Partners LLC RIA/Wealth | 4.05% $20.0M |
VESTOR CAPITAL CORP RIA/Wealth | 2.28% $34.3M |
Eldridge Investment Advisors, Inc. RIA/Wealth | 2.14% $9.4M |
N New England Capital Financial Advisors LLC Institution | 1.47% $3.4M |
Founders Financial Alliance, LLC RIA/Wealth | 1.22% $6.4M |
Flagship Private Wealth, LLC RIA/Wealth | 0.68% $1.7M |
D Dynamic Financial Group RIA/Wealth | 0.58% $669.7K |
Next Level Private LLC RIA/Wealth | 0.43% $1.5M |
FSC Wealth Advisors, LLC RIA/Wealth | 0.32% $556.5K |
Discover hedge funds investing in EVLN

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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