EVTR

Eaton Vance Total Return

+$660.3M

Net Activity

Institutions Holding

175

Popularity Rank

#3221

Avg Weight

0.95%

Total Value

$4.1B

Ownership Trend

175 institutions currently hold EVTR, with 141 net buyers and 33 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

33

Net Buying Institutions

141

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$1.7B
AF
Ameriprise Financial INC
$299.7M
WF
Wells Fargo & Company/mn
$210.0M
FL
FMR LLC
$203.4M
BO
Bank Of America CORP /de/
$181.0M

Top 5 by Conviction

PA
Prodigy Asset Management LLC
38.81%
VF
Valley Financial Group, Inc.
14.22%
MW
Madrid Wealth Management, LLC
9.54%
CC
Coign Capital Advisors LLC
9.16%
PW
Provenance Wealth Advisors, LLC
7.55%
View all 175 holding institutions

Quarterly Activity

Recent Activity

+$3.8B

Total Buy Value

$610.1M

Total Sell Value

New buy35
Trim22
Add106
Sold out11

141

Net Buyers

33

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding EATON VANCE TOTAL RETURN (EVTR)?
Major stakeholders currently include Morgan Stanley ($1.7B), Ameriprise Financial INC ($299.7M), Wells Fargo & Company/mn ($210.0M). Based on the latest 13F filings, there are a total of 175 tracked investment funds and institutions maintaining positions in EVTR.
What is the overall institutional sentiment toward EVTR recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $660.3M, driven by 141 managers accumulating shares while 33 reduced their exposure.
Which institutions have been selling or reducing their EVTR positions?
In the latest period, 22 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $610.1M.
Are there any notable investors adding EVTR to their portfolios?
Yes, buying activity remains notable. 35 institutions opened new positions in {ticker}, and 106 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.8B.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail