EVTR icon

Eaton Vance Total Return Bond ETF

50.01 USD
+0.09
0.18%
At close Dec 20, 4:00 PM EST
1 day
0.18%
5 days
-1.03%
1 month
-0.62%
3 months
-4.03%
6 months
0.06%
Year to date
0.06%
1 year
0.06%
5 years
0.06%
10 years
0.06%
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.
End Of 2024 Trending Exchange-Traded Funds
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.
Eaton Vance's Core Plus Bond ETF Passes $1 Billion in AUM
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.
Outpace the Agg With EVTR's Core Plus Bond Strategy
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.
EVTR: A New Bond ETF From Eaton Vance
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).
EVLN's Floating-Rate Loan Strategy Hits $1 Billion in AUM
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.
Navigating Risks & Rewards in Fixed Income Strategies
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.
The Great Mutual-Fund-to-ETF Migration
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.
The Benefits of Diversified Core Bond ETF Exposure
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.
Worried About Overcrowded Equities? Diversify With Bond ETFs
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.
This Total Return Bond ETF Beats the Benchmark YTD
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