Independent Financial Group LLC Makes New $1.46 Million Investment in Eaton Vance Total Return Bond ETF $EVTR

Independent Financial Group LLC bought a new position in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 28,672 shares of the company’s stock, valued at approximately $1,455,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Morgan Stanley grew its stake in Eaton Vance Total Return Bond ETF by 24.1% in the fourth quarter. Morgan Stanley now owns 28,229,610 shares of the company’s stock worth $1,453,825,000 after purchasing an additional 5,473,066 shares during the period. Ameriprise Financial Inc. lifted its position in Eaton Vance Total Return Bond ETF by 7,951.0% during the third quarter. Ameriprise Financial Inc. now owns 2,438,333 shares of the company’s stock valued at $125,366,000 after buying an additional 2,408,047 shares during the period. Provenance Wealth Advisors LLC bought a new stake in shares of Eaton Vance Total Return Bond ETF during the 1st quarter valued at $71,297,000. Wells Fargo & Company MN boosted its holdings in shares of Eaton Vance Total Return Bond ETF by 39.7% during the 4th quarter. Wells Fargo & Company MN now owns 4,279,738 shares of the company’s stock valued at $220,407,000 after buying an additional 1,215,336 shares in the last quarter. Finally, Bank of America Corp DE grew its position in shares of Eaton Vance Total Return Bond ETF by 33,729.1% in the 2nd quarter. Bank of America Corp DE now owns 753,374 shares of the company’s stock worth $38,320,000 after buying an additional 751,147 shares during the period.

Eaton Vance Total Return Bond ETF Stock Performance

Shares of Eaton Vance Total Return Bond ETF stock opened at $50.51 on Monday. The company has a 50-day moving average of $50.67 and a 200 day moving average of $51.14. Eaton Vance Total Return Bond ETF has a 1 year low of $50.08 and a 1 year high of $52.15.

Eaton Vance Total Return Bond ETF Profile

The Eaton Vance Total Return Bond ETF (EVTR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that aims to invest in USD-denominated, investment grade securities from government and corporate issuers. The fund aims to maintain an average weighted maturity between five and ten years. EVTR was launched on Nov 14, 1984 and is issued by Eaton Vance.