Strategic Planning Group LLC Raises Stock Holdings in Eaton Vance Total Return Bond ETF $EVTR

Strategic Planning Group LLC grew its stake in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) by 10.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 400,948 shares of the company’s stock after acquiring an additional 37,166 shares during the quarter. Eaton Vance Total Return Bond ETF accounts for 2.8% of Strategic Planning Group LLC’s holdings, making the stock its 10th biggest position. Strategic Planning Group LLC owned 0.59% of Eaton Vance Total Return Bond ETF worth $20,629,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. TruNorth Capital Management LLC acquired a new position in shares of Eaton Vance Total Return Bond ETF in the 3rd quarter valued at $36,000. Barnes Dennig Private Wealth Management LLC acquired a new stake in Eaton Vance Total Return Bond ETF in the 2nd quarter valued at approximately $47,000. Montag A & Associates Inc. acquired a new position in Eaton Vance Total Return Bond ETF during the 2nd quarter worth approximately $58,000. Cullen Frost Bankers Inc. acquired a new position in Eaton Vance Total Return Bond ETF during the 2nd quarter worth approximately $95,000. Finally, JPMorgan Chase & Co. grew its stake in shares of Eaton Vance Total Return Bond ETF by 96.5% during the 2nd quarter. JPMorgan Chase & Co. now owns 2,287 shares of the company’s stock worth $116,000 after acquiring an additional 1,123 shares in the last quarter.

Eaton Vance Total Return Bond ETF Trading Up 0.1%

NYSEARCA EVTR opened at $51.66 on Thursday. The firm’s 50 day moving average is $51.59 and its 200-day moving average is $51.37. Eaton Vance Total Return Bond ETF has a 12-month low of $49.26 and a 12-month high of $52.14.

Eaton Vance Total Return Bond ETF Company 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.