Eaton Vance High Yield ETFEVHYETF

13F holders, Q1 2025 (March 31)
5holders −1
1new positions
2sold out
$52.18avg. 13F price*

At the end of Q1 2025, 5 institutions reported holding Eaton Vance High Yield ETF (EVHY) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($14.6M), Focus Partners Wealth ($1.3M) and Osaic Holdings, Inc. ($84K).

Company
Eaton Vance High Yield ETF
Filed as
MORGAN STANLEY ETF TRUST (Q1 2025)
CUSIP
61774R809
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 5Q1 2024Q2 2024: 6Q2 2024Q3 2024: 5Q3 2024Q4 2024: 6Q4 2024Q1 2025: 5Q1 2025Q2 2025: 5Q2 2025Q3 2025: 5Q3 2025Q4 2025: 7Q4 2025Q1 2026: 8Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$21K
Exits2$841K

All 13F filers, Q4 2024 → Q1 2025: 517 shares bought and 22,141 shares sold, net −21,624 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Morgan Stanley 0.00% Reduce -1.8% 279,258 $14.6M
Focus Partners Wealth 0.00% Add +0.5% 24,433 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -38.5% 1,611 $84K
Geneos Wealth Management Inc. 0.00% New 400 $21K
Signaturefd, LLC 0.00% No change 19 $991

"% of holder's portfolio" is EVHY's weight in each manager's 13F, not the share of Eaton Vance High Yield ETF the manager owns.