Eaton Vance Total Return Bond ETF·Financial Services

Valley Financial Group, Inc. added 358,260 shares of EVTR Quarter-end position value increased by $18.46 million, reflecting share additions and price moves Transaction represented a 10.4% shift in reportable assets under management Post-trade stake: 496,783 shares valued at $25.58 million The position now accounts for 14.37% of 13F assets, placing it outside the fund's top five holdings

Envestnet Asset Management Inc. lifted its holdings in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) by 94.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 736,697 shares of the company's stock after acquiring an additional 357,745 shares during
Beacon Bridge bought 74,105 shares; estimated trade value $3.82 million based on quarterly average price. Beacon Bridge's quarter-end position value rose by $3.82 million, reflecting the new purchase.
Under normal circumstances, at least 80% of the fund’s net assets (plus the amount of any borrowings for investment purposes) will be invested in fixed-income securities. The fund invests primarily in a diversified mix of U.S. dollar-denominated investment grade fixed-income securities, including U.S. government, corporate, municipal, mortgage- and asset-backed securities.
Financial Services
Asset Management
2024-03-25
0.96
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