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Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership

Eaton Vance Total Return Bond ETF logo
$50.98 +0.32 (+0.63%)
Closing price 08/1/2025 04:10 PM Eastern
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$50.98 +0.01 (+0.01%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
99
Total
Institutional Inflows
(last 12 months)
$634.41M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.50M
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EVTR Institutional Buying and Selling by Quarter

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
8/1/2025Envestnet Asset Management Inc.378,952$19.28M0.0%+26.6%0.848%
7/31/2025 Trademark Financial Management LLC63,709$3.24M2.0%+6.6%0.143%
7/30/2025 KPP Advisory Services LLC11,724$596K0.1%+23.9%0.026%
7/30/2025 Studio Investment Management LLC4,278$218K0.0%N/A0.010%
7/30/2025 D.A. Davidson & CO.9,667$492K0.0%N/A0.022%
7/30/2025 Cullen Frost Bankers Inc.1,860$95K0.0%N/A0.004%
7/29/2025 Systelligence LLC158,529$8.06M1.5%-0.8%0.357%
7/29/2025 Stratos Wealth Partners LTD.6,640$338K0.0%+27.4%0.015%
7/28/2025 RFG Advisory LLC11,178$569K0.0%N/A0.025%
7/25/2025 Atria Wealth Solutions Inc.13,714$700K0.0%N/A0.031%
7/25/2025 Envestnet Portfolio Solutions Inc.19,291$981K0.0%+51.9%0.043%
7/24/2025 Pinion Investment Advisors LLC49,380$2.51M0.9%-28.2%0.115%
7/24/2025 Leo Wealth LLC14,183$721K0.1%N/A0.033%
7/23/2025 Penney Financial LLC113,122$5.75M2.9%N/A0.263%
7/22/2025 Beacon Financial Advisory LLC8,007$407K0.1%+62.9%0.019%
7/22/2025 Apexium Financial LP82,784$4.23M0.2%+134.1%0.192%
7/21/2025 Ameritas Advisory Services LLC30,799$1.57M0.1%N/A0.072%
7/18/2025 Truist Financial Corp60,493$3.08M0.0%-15.7%0.142%
7/17/2025 Janney Montgomery Scott LLC853,084$43.39M0.1%+9.2%2.001%
7/17/2025 Fifth Third Securities Inc.58,087$2.96M0.2%+3.4%0.136%
7/16/2025 ORG Partners LLC52,683$2.68M0.6%+23.6%0.124%
7/16/2025 Destiny Wealth Partners LLC258,089$13.13M1.8%N/A0.605%
7/14/2025 Strategic Planning Group LLC363,782$18.50M3.0%+7.8%0.853%
7/11/2025 Bouvel Investment Partners LLC251,147$12.78M4.3%+4.3%0.598%
7/11/2025 SeaCrest Wealth Management LLC17,068$868K0.1%+16.0%0.041%
7/10/2025 Focus Financial Network Inc.3,939$201K0.0%N/A0.009%
7/9/2025 Breakwater Capital Group7,876$401K0.1%+23.1%0.019%
5/20/2025 Belpointe Asset Management LLC4,069$206K0.0%N/A0.012%
5/19/2025Jane Street Group LLC138,726$7.02M0.0%N/A0.399%
5/16/2025NewEdge Advisors LLC52,483$2.66M0.0%+9.7%0.151%
5/15/2025Royal Bank of Canada356,989$18.07M0.0%+127.4%1.027%
5/14/2025Valley Financial Group Inc.120,251$6.09M4.0%+15.8%0.346%
5/14/2025Quadcap Wealth Management LLC320,536$16.23M2.4%+7,034.1%0.922%
5/14/2025Per Stirling Capital Management LLC.152,693$7.73M1.1%N/A0.439%
5/14/2025Comerica Bank21,585$1.09M0.0%+97.0%0.062%
5/14/2025 Apexium Financial LP35,370$1.80M0.1%N/A0.102%
5/14/2025Northwestern Mutual Wealth Management Co.177,714$9.00M0.0%+640.8%0.511%
5/14/2025Flow Traders U.S. LLC29,521$1.50M0.1%-46.1%0.085%
5/13/2025Raymond James Financial Inc.988,866$50.07M0.0%+48.8%2.845%
5/13/2025HighTower Advisors LLC444,425$22.50M0.0%+18.5%1.279%
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5/9/2025Coign Capital Advisors LLC192,231$9.73M7.5%N/A0.553%
5/9/2025PNC Financial Services Group Inc.201,959$10.23M0.0%+124.3%0.581%
5/8/2025 Eastern Bank650$33K0.0%-55.3%0.002%
5/7/2025LPL Financial LLC1,509,784$76.44M0.0%+37.5%4.343%
5/6/2025Cetera Investment Advisers121,573$6.16M0.0%+297.7%0.350%
5/6/2025Avantax Advisory Services Inc.10,811$547K0.0%+33.0%0.031%
5/6/2025Flynn Zito Capital Management LLC78,411$3.97M1.8%+386.3%0.226%
5/5/2025Miller Financial Services LLC5,309$269K0.4%+9.4%0.015%
5/5/2025OneAscent Financial Services LLC8,538$432K0.0%+27.0%0.025%
5/5/2025Kestra Private Wealth Services LLC7,883$399K0.0%+6.7%0.023%
5/5/2025Private Advisor Group LLC23,108$1.17M0.0%+31.8%0.066%
5/2/2025Kingsview Wealth Management LLC8,195$415K0.0%-4.3%0.024%
5/1/2025Acorn 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%
5/1/2025Gateway Wealth Partners LLC70,786$3.58M0.8%N/A0.206%
4/30/2025Cerity Partners LLC5,622$285K0.0%+37.9%0.016%
4/30/2025Parr 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%
4/29/2025Envestnet Asset Management Inc.299,436$15.16M0.0%+96.6%0.871%
4/29/2025Stage Harbor Financial LLC31,111$1.58M1.3%+93.5%0.091%
4/28/2025Strategic Financial Concepts LLC10,815$548K0.1%+9.6%0.031%
4/25/2025MidAtlantic 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%
4/25/2025Wall 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%
4/23/2025Western Wealth Management LLC196,035$9.93M0.7%+9.8%0.571%
4/23/2025Creative Financial Designs Inc. ADV11,813$598K0.0%N/A0.034%
4/23/2025Spire 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%
4/22/2025Centerpoint 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%
4/21/2025Advisory 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%
4/18/2025Cornerstone 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%
4/16/2025Elevation Point Wealth Partners LLC265,426$13.44M1.2%+54.7%0.772%
4/15/2025GPS 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%
3/6/2025 IronOak Wealth LLC.19,126$954K1.1%N/A0.065%
2/27/2025 REAP Financial Group LLC951$47K0.0%N/A0.003%
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2/19/2025Parr Mcknight Wealth Management Group LLC5,177$258K0.0%N/A0.018%
2/18/2025Western Wealth Management LLC4,264$213K0.1%-85.7%0.015%
2/17/2025Snowden Capital Advisors LLC16,700$833K0.0%+14.2%0.214%
2/17/2025Quadcap Wealth Management LLC4,493$224K0.0%N/A0.058%
2/17/2025Cetera Investment Advisers30,569$1.52M0.0%+43.2%0.392%
2/17/2025Ameriprise Financial Inc.31,973$1.59M0.0%-46.8%0.410%
2/17/2025Ancora Advisors LLC800$40K0.0%N/A0.010%
2/14/2025Comerica Bank10,957$546K0.0%+201.9%0.140%
2/14/2025Valley Financial Group Inc.103,877$5.18M3.6%+4.4%1.332%
2/13/2025NewEdge Advisors LLC47,825$2.39M0.0%N/A0.613%
(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, 103 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 ($43.39M), HighTower Advisors LLC ($22.50M), Envestnet Asset Management Inc. ($19.28M), and Strategic Planning Group LLC ($18.50M).Learn more on Eaton Vance Total Return Bond ETF's institutional investors.

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

Of the 101 institutional investors that purchased Eaton Vance Total Return Bond ETF's 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 ($825.23K), HighTower Advisors LLC ($444.43K), and Strategic Planning Group LLC ($363.78K).

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

Institutional investors have bought a total of 12,591,237 shares in the last 24 months. This purchase volume represents approximately $634.41M in transactions.

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

Of the 14 institutional investors that sold Eaton Vance Total Return Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Systelligence LLC ($67.92K), Ameriprise Financial Inc. ($28.13K), Western Wealth Management LLC ($25.46K), Flow Traders U.S. LLC ($25.29K), Pinion Investment Advisors LLC ($19.40K), Truist Financial Corp ($12.58K), and Bouvel Investment Partners LLC ($5.09K).

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

Institutional investors have sold a total of 188,539 shares in the last 24 months. This volume of shares sold represents approximately $9.50M in transactions.


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This page (NYSEARCA:EVTR) was last updated on 8/2/2025 by MarketBeat.com Staff
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