Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership $49.96 +0.06 (+0.12%) As of 01/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR)Number ofInstitutional Buyers(last 12 months)29TotalInstitutional Inflows(last 12 months)$132.17MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$4.68M Get EVTR Insider Trade Alerts Want to know when executives and insiders are buying or selling Eaton Vance Total Return Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data EVTR Institutional Buying and Selling by Quarter Eaton Vance Total Return Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/17/2025 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% 11/20/2024Advisory Resource Group58,579$3.03M0.6%+2.4%0.751% 11/15/2024MML Investors Services LLC36,922$1.91M0.0%+176.2%0.473% 11/15/2024Jane Street Group LLC37,225$1.93M0.0%N/A0.477% Get the Latest News and Ratings for EVTR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Eaton Vance Total Return Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 11/15/2024HighTower Advisors LLC374,609$19.37M0.0%N/A4.803% 11/14/2024Valley Financial Group Inc.99,522$5.16M3.6%N/A1.276% 11/14/2024Flow Traders U.S. LLC79,043$4.09M0.2%N/A1.013% 11/12/2024Crewe Advisors LLC5,592$290K0.0%N/A0.072% 11/12/2024Kingsview Wealth Management LLC7,663$397K0.0%+25.8%0.098% 11/7/2024MidAtlantic 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% 10/28/2024Gladstone 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% 10/22/2024Leo Wealth LLC7,545$391K0.0%N/A0.097% 10/18/2024Raymond James & Associates49,372$2.56M0.0%+337.5%0.633% 10/17/2024Inspire Advisors LLC49,545$2.57M0.3%N/A0.635% 10/16/2024 SeaCrest Wealth Management LLC6,213$322K0.0%N/A0.080% 10/16/2024Stage Harbor Financial LLC7,613$389K0.3%N/A0.098% 10/11/2024 Redhawk Wealth Advisors Inc.213,879$11.08M1.6%N/A2.742% 8/22/2024Cetera Investment Advisers19,297$958K0.0%-4.0%0.247% 8/21/2024Truist Financial Corp63,810$3.17M0.0%-2.1%0.818% 8/16/2024Northwestern 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% 8/8/2024Envestnet Asset Management Inc.80,230$3.98M0.0%+9.0%1.029% 8/6/2024Strategic Financial Concepts LLC408,378$203K0.0%+5,846.1%5.236% 7/31/2024Commonwealth Equity Services LLC11,964$594K0.0%-87.8%0.153% 7/30/2024 International Assets Investment Management LLC2,156$107K0.0%N/A0.028% 7/24/2024Advisory Resource Group57,209$2.84M0.6%+5.3%0.733% 5/24/2024Cetera Advisors LLC8,352$416K0.0%N/A0.107% 5/17/2024Advisory Resource Group54,335$2.70M0.6%N/A0.697% 5/9/2024Kingsview Wealth Management LLC6,127$305K0.0%N/A0.084% 4/29/2024Commonwealth 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% Trump’s Inauguration Shocker: “Move Your Cash Now” (Ad)Just in the first week after Trump's win, many stocks jumped by double and even triple digits. But now he's issuing this NEW warning about Trump's inauguration.Click here now to get the details because you must act before January 20th.4/22/2024Strategic Financial Concepts LLC6,868$342K0.1%N/A0.000% (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, 32 institutional investors and hedge funds held shares of Eaton Vance Total Return Bond ETF. The most heavily invested institutionals were Janney Montgomery Scott LLC ($38.88M), HighTower Advisors LLC ($19.37M), Bouvel Investment Partners LLC ($11.76M), Redhawk Wealth Advisors Inc. ($11.08M), International Assets Investment Management LLC ($5.43M), Valley Financial Group Inc. ($5.16M), and Flow Traders U.S. LLC ($4.09M).Learn more on EVTR's institutional investors. Which institutional investors have been buying Eaton Vance Total Return Bond ETF stock? Of the 29 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: Janney Montgomery Scott LLC ($751.83K), Strategic Financial Concepts LLC ($408.38K), HighTower Advisors LLC ($374.61K), Redhawk Wealth Advisors Inc. ($213.88K), International Assets Investment Management LLC ($104.82K), Valley Financial Group Inc. ($99.52K), and Commonwealth Equity Services LLC ($98.42K). How much institutional buying is happening at Eaton Vance Total Return Bond ETF? Institutional investors have bought a total of 2,587,091 shares in the last 24 months. This purchase volume represents approximately $132.17M in transactions. Which Eaton Vance Total Return Bond ETF major shareholders have been selling company stock? The following institutional investors have sold Eaton Vance Total Return Bond ETF stock in the last 24 months: Commonwealth Equity Services LLC ($86.45K), Bouvel Investment Partners LLC ($5.09K), Truist Financial Corp ($1.35K), Cetera Investment Advisers ($807.00), and Northwestern Mutual Wealth Management Co. ($512.00). How much institutional selling is happening at Eaton Vance Total Return Bond ETF? Institutional investors have sold a total of 94,204 shares in the last 24 months. This volume of shares sold represents approximately $4.68M in transactions. 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