Eaton Vance Total Return Bond ETFEVTR
EVTR
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
320% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]
78% more capital invested
Capital invested by funds: $226M [Q2] → $402M (+$175M) [Q3]
52% more funds holding
Funds holding: 33 [Q2] → 50 (+17) [Q3]
0.62% less ownership
Funds ownership: 63.0% [Q2] → 62.38% (-0.62%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for EVTR.
Financial journalist opinion
Based on 3 articles about EVTR published over the past 30 days
Neutral
Seeking Alpha
6 days ago
End Of 2024 Trending Exchange-Traded Funds
I updated my universe of exchange-traded funds to track based on superior long-term performance. Nearly 450 ETFs are ranked based on short-term monthly returns, exponential moving average, and money flows into funds. With valuations and concentrations high, I select twenty trending ETFs Lipper Categories with less risk of correction in 2025 for further analysis.
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.
Neutral
ETF Trends
4 weeks ago
Outpace the Agg With EVTR's Core Plus Bond Strategy
For years, fixed income investors have relied on the Bloomberg US Aggregate Bond Index, also known as the Agg, as a barometer for the U.S. bond market. There's certainly nothing wrong with focusing on the Agg.
Positive
Seeking Alpha
1 month ago
EVTR: A New Bond ETF From Eaton Vance
There is a significant shift from mutual funds to ETFs, driven by the need for more liquid and actively traded investment vehicles. Morgan Stanley converted two fixed-income mutual funds into ETFs, enhancing its ETF offerings to 14 since last year. The Eaton Vance Total Return Bond ETF offers a 5% yield with a strong credit profile, primarily holding MBS, IG Corporate credit, and Treasuries.
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
Navigating Risks & Rewards in Fixed Income Strategies
With the Fed's agenda underway, investors are trying to figure out how to best position their fixed income portfolio for long-term results.
Positive
ETF Trends
2 months ago
The Great Mutual-Fund-to-ETF Migration
The growth of active ETFs has propelled a wave of mutual fund-to-ETF conversions. Nearly 80% of all new product launches in both the third quarter and for the full year have been actively managed.
Positive
ETF Trends
2 months ago
The Benefits of Diversified Core Bond ETF Exposure
As indicators mount in favor of inflation easing, investors are left wondering: where does this leave their fixed income strategies? Recent insights from the Eaton Vance team highlight a number of fixed income opportunities investors could capitalize on.
Positive
ETF Trends
3 months ago
Worried About Overcrowded Equities? Diversify With Bond ETFs
The recent spouts of market volatility may have highlighted more than just recession concerns. In the latest edition of “The BEAT,” experts at Natixis broke down what the volatility risks may mean for the market.
Positive
ETF Trends
4 months ago
This Total Return Bond ETF Beats the Benchmark YTD
A robust second-quarter GDP reading sent 10-year Treasury yields falling as investors look to the long term. For those investors looking to add duration, the Eaton Vance Total Return Bond ETF (EVTR) offers notable performance this year.
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