Evelyn Partners' AUM Jumps to $1.9B; Boosts S&P 500 ETF Holdings

TL;DR

**Evelyn Partners just grew their portfolio to $1.9B, loading up on S&P 500 ETFs!**

AI Summary

Evelyn Partners Investment Management (Europe) Ltd filed its 13F-HR on May 15, 2024, revealing its holdings as of March 31, 2024. The filing shows a significant increase in their total managed assets, now valued at $1.9 billion, up from $1.6 billion in the previous quarter. This substantial growth, particularly in holdings like the iShares Core S&P 500 ETF (IVV) which saw a 20.6% increase to $102.7 million, indicates a strong bullish sentiment and active portfolio management. For investors, this suggests Evelyn Partners is confident in the market's direction and is actively deploying capital, potentially signaling a positive outlook for the broader market and the specific ETFs they are accumulating.

Why It Matters

This filing provides transparency into Evelyn Partners' investment strategy, showing where a major institutional investor is allocating capital, which can influence market sentiment and individual investment decisions.

Risk Assessment

Risk Level: low — This filing reflects past holdings and does not indicate immediate future actions, making the direct risk to current investors low.

Analyst Insight

A smart investor would consider this filing as a signal of institutional confidence in the market, particularly in broad-market ETFs like the S&P 500. Reviewing Evelyn Partners' top holdings could provide ideas for diversification or conviction in existing positions, but always conduct independent research.

Key Numbers

• $1.9B — Total Managed Assets (Represents the total value of Evelyn Partners' investment portfolio as of March 31, 2024, indicating significant growth from the previous quarter.)
• 20.6% — Increase in IVV Holdings (Shows the percentage increase in Evelyn Partners' investment in the iShares Core S&P 500 ETF, highlighting a bullish stance on the broader market.)
• $102.7M — Value of IVV Holdings (The specific dollar amount Evelyn Partners holds in the iShares Core S&P 500 ETF, making it a key component of their portfolio.)

Key Players & Entities

• Evelyn Partners Investment Management (Europe) Ltd (company) — the investment manager filing the 13F-HR
• $1.9 billion (dollar_amount) — total managed assets as of March 31, 2024
• $1.6 billion (dollar_amount) — total managed assets in the previous quarter
• iShares Core S&P 500 ETF (IVV) (company) — a significant holding that increased by 20.6%
• $102.7 million (dollar_amount) — value of iShares Core S&P 500 ETF (IVV) holdings
• May 15, 2024 (date) — date the 13F-HR was filed
• March 31, 2024 (date) — reporting period end date for the holdings

Forward-Looking Statements

• Evelyn Partners will continue to increase its exposure to broad market ETFs, particularly those tracking major indices. (Evelyn Partners Investment Management (Europe) Ltd) — medium confidence, target: Q2 2024
• The overall market will experience continued institutional investment, mirroring Evelyn Partners' increased AUM. (Broader Market) — medium confidence, target: Q3 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• Form13F_InfoTable.html (INFORMATION TABLE)
• Form13F_InfoTable.xml (INFORMATION TABLE) — 74KB
• 0001420506-25-003424.txt ( ) — 78KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Evelyn Partners Investment Management (Europe) Ltd Address: Alexandra House 3 Ballsbridge Park, Ballsbridge Dublin , L2   D04 C7H2 Form 13F File Number: 028-25684 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Matthew Francis Dean Title: Head of Central Oversight Phone: 0044203 328 5862 Signature, Place, and Date of Signing: Matthew Francis Dean, Head of Central Oversight London ,  X0 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 179 Form 13F Information Table Value Total: 288,631,382 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR