E
Eaton Vance Total Return Bond
EVTR • NYSE
Eaton Vance Total Return Bond is an exchange-traded fund on NYSE. As of Q3 2025, 126 institutional investors hold shares in this ETF, with total holdings valued at $2.6B. MORGAN STANLEY is the largest holder with a position valued at $1.2B.
Overview
Overview of institutional ownership in EVTR as of Q3 2025
All Institutions
- Institutions
- 126
- Value Held
- $2.6B
- Shares Held
- 51.0M
- Avg Position
- $20.8M
- Median Position
- $1.9M
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $5.6M
- Shares Held
- 109.1K
- Avg Position
- $1.9M
- Median Position
- $1.2M
Biggest Investors
Institutions with the largest positions in EVTR as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $1.2B 0.07% of portfolio |
 FMR LLC Institution | $177.0M 0.01% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $157.7M 0.03% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $125.4M 0.03% of portfolio |
L LPL Financial LLC Institution | $105.4M 0.03% of portfolio |
A Advisor Group Holdings, Inc. Institution | $88.1M 0.12% of portfolio |
P Prodigy Asset Management LLC Institution | $77.0M 41.20% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $71.9M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $63.3M 0.02% of portfolio |
 Janney Montgomery Scott LLC RIA/Wealth | $52.5M 0.13% of portfolio |
Net Capital Flow
Institutional buying and selling activity for EVTR in Q3 2025
- Traded
- +$989.7M
- Buyers
- 99
- Sellers
- 30
- Total Bought
- +$1.0B
- Total Sold
- −$19.4M
- Avg Position
- $19.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$319.2M +6.2M shares |
FMR LLC Institution | +$177.0M +3.4M shares |
AMERIPRISE FINANCIAL INC Institution | +$123.8M +2.4M shares |
P Prodigy Asset Management LLC Institution | +$77.0M +1.5M shares |
BANK OF AMERICA CORP /DE/ Institution | +$33.1M +643.2K shares |
WELLS FARGO & COMPANY/MN Institution | +$31.5M +612.4K shares |
 Horizon Wealth Management, LLC RIA/Wealth | +$29.4M +570.7K shares |
J JANE STREET GROUP, LLC Institution | +$19.9M +386.3K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$18.4M +357.7K shares |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | +$15.0M +291.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
R ROYAL BANK OF CANADA Institution | −$9.6M −186.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$3.6M −70.6K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$1.6M −30.8K shares |
L Leo Wealth, LLC Institution | −$721.4K −14.2K shares |
 Soundwatch Capital LLC ETF Provider | −$634.5K −3.5K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$521.4K −10.1K shares |
 Bouvel Investment Partners, LLC RIA/Wealth | −$500.1K −9.7K shares |
 Bank of New York Mellon Corp Institution | −$354.6K −7.0K shares |
 AE Wealth Management LLC RIA/Wealth | −$233.3K −4.6K shares |
 GOLDMAN SACHS GROUP INC Institution | −$217.9K −4.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited EVTR in Q3 2025
- New Positions
- 24
- New Value
- $94.0M
- Exited Positions
- 11
- Exited Value
- $4.5M
New Positions
| Institution | Position Value |
|---|---|
P Prodigy Asset Management LLC Institution | $77.0M 1.5M shares |
 HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy | $4.2M 80.9K shares |
 OAK FAMILY ADVISORS, LLC RIA/Wealth | $3.3M 64.6K shares |
 Wealthcare Advisory Partners LLC RIA/Wealth | $1.8M 34.1K shares |
 Summit Financial, LLC RIA/Wealth | $1.6M 32.1K shares |
N N.E.W. Advisory Services LLC RIA/Wealth | $1.1M 21.4K shares |
 Opal Wealth Advisors, LLC RIA/Wealth | $994.4K 19.3K shares |
 Blueprint Investment Partners LLC Long Only Manager | $788.1K 15.3K shares |
W WCG Wealth Advisors LLC Institution | $528.0K 10.3K shares |
 CATALYST FINANCIAL PARTNERS LLC RIA/Wealth | $514.5K 10.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Ameritas Advisory Services, LLC RIA/Wealth | $1.6M 30.8K shares |
L Leo Wealth, LLC Institution | $721.4K 14.2K shares |
Soundwatch Capital LLC ETF Provider | $634.5K 3.5K shares |
Bank of New York Mellon Corp Institution | $354.6K 7.0K shares |
AE Wealth Management LLC RIA/Wealth | $233.3K 4.6K shares |
GOLDMAN SACHS GROUP INC Institution | $217.9K 4.3K shares |
$213.0K 4.2K shares | |
 COZAD ASSET MANAGEMENT INC RIA/Wealth | $210.1K 4.1K shares |
 Focus Financial Network, Inc. RIA/Wealth | $201.1K 3.9K shares |
 CULLEN/FROST BANKERS, INC. Institution | $94.6K 1.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in EVTR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with EVTR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
P Prodigy Asset Management LLC Institution | 41.20% $77.0M |
 Coign Capital Advisors LLC RIA/Wealth | 9.46% $15.4M |
 Balanced Rock Investment Advisor RIA/Wealth | 5.24% $7.0M |
Horizon Wealth Management, LLC RIA/Wealth | 4.33% $29.4M |
V Valley Financial Group, Inc. RIA/Wealth | 4.04% $7.1M |
Bouvel Investment Partners, LLC RIA/Wealth | 3.80% $12.4M |
 MY PURPOSEFUL WEALTH CORP. RIA/Wealth | 3.68% $12.3M |
S Systelligence, LLC Institution | 3.41% $18.0M |
S STRATEGIC PLANNING GROUP, LLC RIA/Wealth | 2.79% $20.6M |
 PENNEY FINANCIAL, LLC RIA/Wealth | 2.72% $6.1M |
Hedge Fund Spotlight
Discover hedge funds investing in EVTR
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
E
Position in Eaton Vance Total Return Bond
- Market Value
- $1.2M
- Shares Held
- 22.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q2
| 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% |
