Eaton Vance Total Return Bond ETF - COMMON STOCK (EVTR)

CUSIP: 61774R841

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / COMMON STOCK
Shares outstanding
62,549,229
Total 13F shares
15,320,222
Share change
+7,070,569
Total reported value
$763,879,992
Price per share
$49.86
Number of holders
80
Value change
+$351,912,737
Number of buys
65
Number of sells
14

Quarterly Holders Quick Answers

What is CUSIP 61774R841?
CUSIP 61774R841 identifies EVTR - Eaton Vance Total Return Bond ETF - COMMON STOCK in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of EVTR - Eaton Vance Total Return Bond ETF - COMMON STOCK (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of Eaton Vance Total Return Bond ETF - COMMON STOCK (EVTR) as of Q4 2024

As of 31 Dec 2024, Eaton Vance Total Return Bond ETF - COMMON STOCK (EVTR) was held by 80 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 15,320,222 shares. The largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, OSAIC HOLDINGS, INC., Janney Montgomery Scott LLC, RAYMOND JAMES FINANCIAL INC, HighTower Advisors, LLC, Bouvel Investment Partners, LLC, Systelligence, LLC, and VICTORY FINANCIAL GROUP, LLC. This page lists 80 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2024 vs Q3 2024 Across Filers

Q3 2024 holders
49
Q4 2024 holders
80
Holder diff
31
Investor Q3 2024 Shares Q4 2024 Shares Share Diff Share Chg % Q3 2024 Value $ Q4 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .