Eaton Vance Total Return Bond ETF (EVTR)
Bank of New York Mellon Corp Boosts Holdings in Eaton Vance Total Return Bond ETF $EVTR
Bank of New York Mellon Corp lifted its stake in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) by 25.2% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 62,343 shares of the company's stock after purchasing an additional 12,567 shares
53,300 Shares in Eaton Vance Total Return Bond ETF $EVTR Acquired by Fifth Third Bancorp
Fifth Third Bancorp bought a new stake in shares of Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 53,300 shares of the company's stock, valued at approximately $2,705,000. Fifth Third Bancorp owned
Valley Financial Group Builds EVTR Position as Investors Navigate Interest-Rate Uncertainty
Valley Financial Group, Inc. added 358,260 shares of EVTR Quarter-end position value increased by $18.46 million, reflecting share additions and price moves Transaction represented a 10.4% shift in reportable assets under management Post-trade stake: 496,783 shares valued at $25.58 million The position now accounts for 14.37% of 13F assets, placing it outside the fund's top five holdings
Envestnet Asset Management Inc. Acquires 357,745 Shares of Eaton Vance Total Return Bond ETF $EVTR
Envestnet Asset Management Inc. lifted its holdings in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) by 94.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 736,697 shares of the company's stock after acquiring an additional 357,745 shares during
Is This Bond ETF a Buy After Beacon Bridge Initiated a Position Worth $3.8 Million?
Beacon Bridge bought 74,105 shares; estimated trade value $3.82 million based on quarterly average price. Beacon Bridge's quarter-end position value rose by $3.82 million, reflecting the new purchase.
Commonwealth Equity Services LLC Decreases Stake in Eaton Vance Total Return Bond ETF $EVTR
Commonwealth Equity Services LLC lessened its holdings in shares of Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) by 7.8% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 120,526 shares of the company's stock after selling 10,135
Bouvel Investment Partners LLC Sells 9,720 Shares of Eaton Vance Total Return Bond ETF $EVTR
Bouvel Investment Partners LLC trimmed its stake in shares of Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) by 3.9% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 241,427 shares of the company's stock after selling 9,720 shares during the quarter. Eaton
HBK Sorce Advisory LLC Makes New Investment in Eaton Vance Total Return Bond ETF $EVTR
HBK Sorce Advisory LLC acquired a new stake in shares of Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 80,947 shares of the company's stock, valued at approximately $4,170,000. HBK
Beyond the Agg: 3 Strong-Performing Active Fixed Income ETFs
Demand for U.S.-listed actively managed fixed income ETFs remains robust, following the Fed's renewed rate cutting program. YTD through November 7, active fixed income ETFs have gathered $147 billion in net inflows.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Active Management and Yield Highlight This Core Bond ETF
The current macroenvironment is offering fixed income investors a plethora of options, especially when it comes to attaining yield. However, the Eaton Vance Total Return Bond ETF (EVTR) should be on their radar, especially if they're looking for core exposure in an active fund at a relatively low cost.