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Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership

Eaton Vance Total Return Bond ETF logo
$50.75 +0.23 (+0.46%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$433.45M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$7.41M
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EVTR Institutional Buying and Selling by Quarter

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Eaton Vance Total Return Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/6/2025 IronOak 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%
2/12/2025 Private 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%
2/10/2025 Wintrust 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%
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%
1/31/2025 Truist Financial Corp64,006$3.19M0.0%+1.9%0.821%
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1/31/2025 Sanctuary Advisors LLC16,344$822K0.0%N/A0.210%
1/31/2025 Systelligence LLC226,452$11.29M2.8%N/A2.903%
1/30/2025 Strategic Financial Concepts LLC9,865$492K0.0%+15.7%0.126%
1/30/2025 Principal Securities Inc.3,000$150K0.0%+3,309.1%0.038%
1/30/2025 Trademark Financial Management LLC9,530$475K0.4%N/A0.122%
1/30/2025 MidAtlantic Capital Management Inc.24,409$1.22M0.9%+5.1%0.313%
1/29/2025 Gladstone Institutional Advisory LLC33,782$1.68M0.1%+33.5%0.433%
1/28/2025 Advisory Resource Group59,393$2.96M0.6%+1.4%0.761%
1/28/2025 Kingsview Wealth Management LLC8,567$427K0.0%+11.8%0.110%
1/28/2025 Strategic Financial Concepts LLC443,608$22.12M0.0%+5,101.2%5.687%
1/24/2025 KPP Advisory Services LLC4,250$212K0.0%N/A0.054%
1/23/2025 Fifth Third Securities Inc.34,044$1.70M0.1%N/A0.436%
1/23/2025 Synergy Asset Management LLC3,549$184K0.0%N/A0.046%
1/22/2025 Mount Yale Investment Advisors LLC171,546$8.55M0.7%N/A2.199%
1/17/2025 Janney Montgomery Scott LLC779,685$38.88M0.1%+24.8%9.996%
1/17/2025 Wall Street Financial Group Inc.40,013$2.00M1.9%+53.5%0.513%
1/15/2025 Merit Financial Group LLC59,732$2.98M0.1%N/A0.766%
1/15/2025 Bouvel Investment Partners LLC235,817$11.76M4.2%-2.1%3.023%
1/14/2025 SeaCrest Wealth Management LLC8,524$425K0.0%+37.2%0.109%
1/13/2025 Horizon Wealth Management LLC13,221$659K0.1%N/A0.170%
1/13/2025 Eastern Bank1,455$73K0.0%N/A0.019%
11/20/2024 Advisory Resource Group58,579$3.03M0.6%+2.4%0.751%
11/15/2024 MML Investors Services LLC36,922$1.91M0.0%+176.2%0.473%
11/15/2024 Jane Street Group LLC37,225$1.93M0.0%N/A0.477%
11/15/2024 HighTower Advisors LLC374,609$19.37M0.0%N/A4.803%
11/14/2024 Valley Financial Group Inc.99,522$5.16M3.6%N/A1.276%
11/14/2024 Flow Traders U.S. LLC79,043$4.09M0.2%N/A1.013%
11/12/2024 Crewe Advisors LLC5,592$290K0.0%N/A0.072%
11/12/2024 Kingsview Wealth Management LLC7,663$397K0.0%+25.8%0.098%
11/7/2024 MidAtlantic Capital Management Inc.23,230$1.20M0.9%N/A0.298%
11/6/2024 Bouvel Investment Partners LLC240,903$12.48M4.6%+1.5%3.089%
10/29/2024 Janney Montgomery Scott LLC624,862$32.37M0.1%+2,143.1%8.011%
10/28/2024 Gladstone Institutional Advisory LLC25,311$1.31M0.1%N/A0.325%
10/22/2024 International Assets Investment Management LLC104,824$5.43M0.0%+4,762.0%1.344%
10/22/2024 Leo Wealth LLC7,545$391K0.0%N/A0.097%
10/18/2024Raymond James & Associates49,372$2.56M0.0%+337.5%0.633%
10/17/2024 Inspire Advisors LLC49,545$2.57M0.3%N/A0.635%
10/16/2024 SeaCrest Wealth Management LLC6,213$322K0.0%N/A0.080%
10/16/2024 Stage Harbor Financial LLC7,613$389K0.3%N/A0.098%
10/11/2024 Redhawk Wealth Advisors Inc.213,879$11.08M1.6%N/A2.742%
8/22/2024 Cetera Investment Advisers19,297$958K0.0%-4.0%0.247%
8/21/2024 Truist Financial Corp63,810$3.17M0.0%-2.1%0.818%
8/16/2024 Northwestern Mutual Wealth Management Co.26,808$1.33M0.0%-1.9%0.344%
8/14/2024 Certified Advisory Corp5,588$277K0.0%N/A0.072%
8/8/2024 Envestnet Asset Management Inc.80,230$3.98M0.0%+9.0%1.029%
8/6/2024 Strategic Financial Concepts LLC408,378$203K0.0%+5,846.1%5.236%
7/31/2024 Commonwealth Equity Services LLC11,964$594K0.0%-87.8%0.153%
7/30/2024 International Assets Investment Management LLC2,156$107K0.0%N/A0.028%
7/24/2024 Advisory Resource Group57,209$2.84M0.6%+5.3%0.733%
5/24/2024Cetera Advisors LLC8,352$416K0.0%N/A0.107%
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5/17/2024 Advisory Resource Group54,335$2.70M0.6%N/A0.697%
5/9/2024 Kingsview Wealth Management LLC6,127$305K0.0%N/A0.084%
4/29/2024 Commonwealth Equity Services LLC98,415$4.90M0.0%N/A1.352%
4/23/2024Raymond James Financial Services Advisors Inc.51,714$2.57M0.0%N/A0.000%
4/22/2024 Strategic Financial Concepts LLC6,868$342K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

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EVTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVTR shares?

During the previous two years, 71 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 ($54.73M), Janney Montgomery Scott LLC ($38.88M), Raymond James Financial Inc. ($33.14M), HighTower Advisors LLC ($18.70M), Bouvel Investment Partners LLC ($11.76M), and Systelligence LLC ($11.29M).Learn more on EVTR's institutional investors.

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

Of the 66 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. ($1.33M), Strategic Financial Concepts LLC ($844.79K), Janney Montgomery Scott LLC ($751.83K), LPL Financial LLC ($675.48K), HighTower Advisors LLC ($375.01K), and Systelligence LLC ($226.45K).

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

Institutional investors have bought a total of 8,629,596 shares in the last 24 months. This purchase volume represents approximately $433.45M in transactions.

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

Of the 9 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), Ameriprise Financial Inc. ($28.13K), Western Wealth Management LLC ($25.46K), Bouvel Investment Partners LLC ($5.09K), Truist Financial Corp ($1.35K), Oppenheimer & Co. Inc. ($1K), and Cetera Investment Advisers ($807.00).

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

Institutional investors have sold a total of 149,028 shares in the last 24 months. This volume of shares sold represents approximately $7.41M in transactions.


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This page (NYSEARCA:EVTR) was last updated on 3/28/2025 by MarketBeat.com Staff
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