Eaton Vance Floating-Rate ETFEVLN
EVLN
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
45% more funds holding
Funds holding: 11 [Q2] → 16 (+5) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
10.79% less ownership
Funds ownership: 21.7% [Q2] → 10.91% (-10.79%) [Q3]
35% less capital invested
Capital invested by funds: $176M [Q2] → $114M (-$62M) [Q3]
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Research analyst outlook
We haven’t received any recent analyst ratings for EVLN.
Financial journalist opinion
Positive
ETF Trends
1 week ago
Eaton Vance's Core Plus Bond ETF Passes $1 Billion in AUM
It's certainly a good time to be an investor in Eaton Vance's fixed income strategies. In the past few weeks, the Eaton Vance Total Return Bond ETF (EVTR) passed $1 billion threshold in assets under management.
Positive
ETF Trends
3 weeks ago
Opportunity is Knocking for Bank Loan ETFs
While some investors remain fixated on high yield bonds, treasuries, and even munis, they may be missing out on opportunities that bank loans are currently offering. Recent insights from Eaton Vance broke down the strong investment case supporting both bank loans and CLOs.
Neutral
ETF Trends
1 month ago
Beyond the Behemoths: Smaller ETF Standouts of 2024
Markets have weathered a flurry of catalysts in 2024. These include a surprisingly strong U.S. economy, global election super-cycle, major pivot in rate policy, and continued geopolitical unrest.
Positive
ETF Trends
1 month ago
A Record Year for ETF Inflows Imminent
The U.S. ETF industry is about to hit a tremendous milestone. Year to date through November 11, $897 billion has flowed into exchange traded funds, according to FactSet data.
Positive
ETF Trends
1 month ago
EVLN's Floating-Rate Loan Strategy Hits $1 Billion in AUM
Investors have spoken loud and clear — floating-rate loan investing presents an attractive opportunity for yield. At the very least, they certainly have spoken in support of the Eaton Vance Floating-Rate ETF (EVLN).
Neutral
ETF Trends
1 month ago
ETF Prime: Murphy on ETF Launch Trends, Crypto & More
This week's edition of the ETF Prime podcast saw host Nate Geraci invite VettaFi Investment Strategist Cinthia Murphy to tour the key trends in new ETFs right now. Later, Tradr ETFs Head of Product and Capital Markets Matt Markovich joined the show to discuss his firm's calendar reset leveraged ETFs.
Positive
Seeking Alpha
2 months ago
EVLN: The Time Just Isn't Right
EVLN's floating-rate securities offer relatively high current yields but face risks from potential rate declines, limiting future returns and effective duration benefits. The ETF's 0.60% expense ratio is higher than larger funds like FLOT, which offer similar returns with lower costs. Alternatives like EFR provide better exposure to international bonds and currencies, potentially outperforming in a weakening dollar environment.
Positive
ETF Trends
2 months ago
Seize the Yield Opportunities in Bank Loans & CLOs
Heading into the end of 2024, investors should be assessing which investment vehicles can offer them the strongest potential yield. Right now, bank loans and collateralized loan obligations (CLOs) can offer competitive yield for investors.
Neutral
ETF Trends
3 months ago
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.
Positive
ETF Trends
3 months ago
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.
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