Eaton Vance Total Return Bond ETFEVTR
EVTR
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
457% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 7
233% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 9
87% more capital invested
Capital invested by funds: $402M [Q3] → $751M (+$349M) [Q4]
60% more funds holding
Funds holding: 50 [Q3] → 80 (+30) [Q4]
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
5.65% more ownership
Funds ownership: 62.38% [Q3] → 68.03% (+5.65%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for EVTR.
Financial journalist opinion
Neutral
ETF Trends
3 weeks ago
The Fed's Inflation Fight Creates Room for Active Bond ETFs
With all the talk about inflation returning, advisors are keeping a close eye on how the Federal Reserve may respond. On Wednesday, the Federal Reserve opted to keep interest rates at the same position they have been in since December.
Positive
ETF Trends
3 weeks ago
Make Eaton Vance Your One-Stop Shop for Bond ETFs
Investors increasingly seek refuge in bonds at the end of the first quarter as economic uncertainty grows. With recession and inflation risks on the rise, bonds hold strong appeal for their low correlations to equities.
Negative
ETF Trends
1 month ago
Worried About Equities? Consider EVTR's Fixed Income Strategy
While some experts were betting on economic uncertainty affecting 2025's stock market, things have played out a bit more drastically. Escalating tariff threats and the potential for a recession have sent many investors running for cover.
Positive
ETF Trends
1 month ago
Ride Out a Normalizing Yield Curve With EVTR
Even though many fixed income strategies are seeing good results, some investors remain uncertain over where bond yields are heading. Luckily for the uncertain, evidence is mounting that the yield curve is normalizing.
Positive
ETF Trends
2 months ago
U.S. ETF Count Reaches 4,000 With Launches From Cohen & Steers, Thornburg & More
The U.S. exchange traded fund industry reached a significant milestone on Wednesday. There are now over 4,000 ETFs trading at the same time.
Neutral
ETF Trends
2 months ago
Use ETFs to Access Opportunities Among MBS Investments
Before investing in any particular asset class, investors should do some proper research to better understand what drives its performance. This is especially true for those currently considering investing in mortgage-backed securities (MBS).
Neutral
ETF Trends
2 months ago
Applying the Barbell Strategy to Fixed Income ETFs
For many experienced fixed income investors, the barbell strategy is often used to set one's portfolio up for balanced success. The barbell strategy itself is fairly straightforward.
Neutral
ETF Trends
3 months ago
A Look Back at Morgan Stanley First 2 ETF Years
Approximately two years ago, just before an Exchange conference kicked off, one of the largest asset managers entered into the ETF market. Morgan Stanley Investment Management (MSIM), home to some of the strongest asset management brands, launched their initial suite of ETFs in January 2023.
Neutral
ETF Trends
3 months ago
Tight Credit Spreads Make The Case For Higher Quality Bonds
Right now, bond investors have probably noticed that yield spreads are currently in a fairly tight position. Sure, these spreads can benefit investors who prefer investment grade bonds, but high yield strategies may offer less benefits now.
Neutral
ETF Trends
3 months ago
Worried About U.S. Debt Sales? Here's Why Active ETFs Make Sense
The new year may have only just begun, but the bond market is already beginning to face some potential headwinds. CNBC recently reported that about $3 trillion of U.S. debt is slated to hit maturity this year.
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