Eaton Vance Total Return Bond ETF (EVTR)
ETF ยท the New York Stock Exchange
Eaton Vance Total Return Bond ETF (EVTR) is an exchange-traded fund listed on the New York Stock Exchange, where it has traded since November 14, 1984.
- Type
- Exchange-traded fund
- Listed On
- the New York Stock Exchange
- Listed Since
- November 14, 1984
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 183 institutions reported holding EVTR, with 90.5 million shares worth $4.6 billion in aggregate. The largest reported holder was Morgan Stanley, with 39.2 million shares worth $2.0 billion. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 39,231,687 | $2.0B | Added 19.44% |
| Ameriprise Financial | 6,218,788 | $315M | Added 5.35% |
| Wells Fargo & Company/MN | 4,250,011 | $216M | Added 2.72% |
| Bank of America | 3,794,623 | $192M | Added 6.4% |
| Lpl Financial | 3,775,096 | $191M | Added 9.34% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is EVTR?
Eaton Vance Total Return Bond ETF (EVTR) is an exchange-traded fund listed on the New York Stock Exchange, where it has traded since November 14, 1984.
Who are the largest institutional holders of EVTR?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of EVTR were Morgan Stanley, Ameriprise Financial and Wells Fargo & Company/MN.
How many institutions own EVTR?
183 institutions reported a position in EVTR for the quarter ended June 30, 2026, worth $4.6 billion in total.
Did institutions buy or sell EVTR last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for EVTR.
Every reported institutional holder, plus insider and congressional trades in EVTR, on SentiSense.