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Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership

$50.26 -0.06 (-0.12%)
(As of 11/21/2024 ET)

Institutional Ownership Changes (13F Filings) for Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$119.93M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.42M
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EVTR Institutional Buying and Selling by Quarter

Eaton Vance Total Return Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024Advisory 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%
10/17/2024Inspire Advisors LLC49,545$2.57M0.3%N/A0.635%
10/16/2024 SeaCrest Wealth Management LLC6,213$322K0.0%N/A0.080%
10/16/2024 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%
7/31/2024Commonwealth 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%
5/9/2024 Kingsview 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%
4/22/2024 Strategic 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, 28 institutional investors and hedge funds held shares of Eaton Vance Total Return Bond ETF. The most heavily invested institutionals were Janney Montgomery Scott LLC ($32.37M), HighTower Advisors LLC ($19.37M), Bouvel Investment Partners LLC ($12.48M), 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 25 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 ($597.01K), 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 2,341,596 shares in the last 24 months. This purchase volume represents approximately $119.93M 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), 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 89,118 shares in the last 24 months. This volume of shares sold represents approximately $4.42M in transactions.



This page (NYSEARCA:EVTR) was last updated on 11/21/2024 by MarketBeat.com Staff
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