Eaton Vance Floating-Rate ETF
EVLN

$50.32

0.24%

Market Cap: $1.05B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

83% more funds holding

Funds holding: 6 [Q1] → 11 (+5) [Q2]

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

10% less capital invested

Capital invested by funds: $114M [Q1] → $103M (-$11.7M) [Q2]

161.08% less ownership

Funds ownership: 173.71% [Q1] → 12.63% (-161.08%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for EVLN.

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Financial journalist opinion

Positioning Equity Portfolios for Q4

I know many people have not looked at their portfolios or portfolio statements since the beginning of the summer (or perhaps longer). Upon review they might see the iShares S&P 500 Growth (IVW) was up approximately 25% for the year as of mid-September.

Positioning Equity Portfolios for Q4

Floating-Rate ETF Strategies Show Dynamic Yields

Investors seeking to bolster their portfolios with more income might want to consider opting for floating-rate loan exposure. Floating-rate ETFs invest in securities that possess fluctuating interest rates.

Floating-Rate ETF Strategies Show Dynamic Yields

Bond ETFs attract record flows in July as investors position for Fed rate cuts

Hello! Bonds seemed more appealing to ETF investors than ever before in July, based on flow data from State Street. This week's ETF Wrap looks at what's driving investors' appetite for fixed income lately, and where their money flowed within fixed income.

Bond ETFs attract record flows in July as investors position for Fed rate cuts

Look to the Eaton Vance ETF Suite When Bond Investing

Flows into fixed income ETFs continue this week on interest rate cut hopes. Investors looking to increase allocations to their bond portfolio would do well to consider the actively managed fixed income ETF suite from Eaton Vance.

Look to the Eaton Vance ETF Suite When Bond Investing

Business of Bonds: Senior Loan ETFs Take the Spotlight

The Federal Reserve continues to hold fast to its highly data-driven, wait-and-see approach on rate policy. Last week's FOMC meeting further bolstered the market's belief in a lone rate-cut scenario, and senior loan ETFs have gained traction as elevated rate expectations spill over into the second half of the year.

Business of Bonds: Senior Loan ETFs Take the Spotlight

Don't Miss This Pair of Current Income ETFs

Is now the time for adding some more income to portfolios? Investors are facing growing uncertainty as a higher for longer interest rate regime appears more likely than ever.

Don't Miss This Pair of Current Income ETFs

As Interest Rate Concerns Rise, Look to Floating-Rate ETFs

After March's hot CPI print, markets now weigh the possibility of fewer or no interest rate cuts this year. In an uncertain rate environment, floating-rate ETFs eliminate the need to try and time bond exposure.

As Interest Rate Concerns Rise, Look to Floating-Rate ETFs

Senior Loan ETF EVLN Sees Half Billion in Flows on Single Day

The ETF landscape continues to grow as investors discover the many merits of the wrapper. From tax advantages to transparency, ETFs present an appealing option for structuring all kinds of strategies.

Senior Loan ETF EVLN Sees Half Billion in Flows on Single Day

CNBC Television

Bonds 2.0: new strategies for taxes, floating rates and more

Bonds 2.0: new strategies for taxes, floating rates and more.

Bonds 2.0: new strategies for taxes, floating rates and more

MSIM's Active Senior Loan ETF Beats Competitors on Cost

Morgan Stanley Investment Management's active senior loan ETF is a compelling offering in the current environment. Investors have increasingly looked to senior loan ETFs in recent history instead of high yield bonds.

MSIM's Active Senior Loan ETF Beats Competitors on Cost

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