Eaton Vance Total Return Bond ETFEVTR
EVTR
0
Funds holding %
of 6,831 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 5 articles about EVTR published over the past 30 days
Neutral
ETF Trends
5 days 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
1 week 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
2 weeks 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 weeks 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 weeks 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.
Neutral
Seeking Alpha
1 month 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 month 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
2 months 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
2 months 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
2 months 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).
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