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EFT

Eaton Vance Floating-Rate Income Trust
EFT

82 hedge funds and large institutions have $130M invested in Eaton Vance Floating-Rate Income Trust in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

9% more funds holding

Funds holding: 75 → 82 (+7)

7% more capital invested

Capital invested by funds: $121M → $130M (+$8.62M)

2.96% more ownership

Funds ownership: 28.23% → 31.19% (+3%)

Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
27
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.81M
2
Morgan Stanley
Morgan Stanley
New York
+$2.76M
3
RCG
Rock Creek Group
District of Columbia
+$1.81M
4
SFS
Shaker Financial Services
Virginia
+$1.78M
5
GC
Guggenheim Capital
Illinois
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$2.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.04M
3
AAM
Advisors Asset Management
Colorado
-$557K
4
UBS Group
UBS Group
Switzerland
-$337K
5
WANY
Wealthspire Advisors (New York)
New York
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
26
HBK Sorce Advisory
Pennsylvania
$771K +$72.5K +5,170 +10%
AAM
27
Advisors Asset Management
Colorado
$738K -$557K -39,734 -42%
AUIM
28
Aegon USA Investment Management
Iowa
$697K +$739K +52,735 New
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$696K +$38.6K +2,752 +6%
GAMC
30
Garner Asset Management Corp
Texas
$682K +$26.6K +1,900 +4%
Wells Fargo
31
Wells Fargo
California
$653K -$213K -15,194 -24%
WANY
32
Wealthspire Advisors (New York)
New York
$585K -$259K -18,500 -29%
PCM
33
Parsons Capital Management
Rhode Island
$524K +$555K +39,610 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$498K – – –
LCM
35
Landscape Capital Management
New Jersey
$474K +$503K +35,872 New
CIA
36
Capital Investment Advisors
Georgia
$449K +$1.18K +84 +0.2%
VEA
37
Virtus ETF Advisers
New York
$426K +$93.2K +6,650 +26%
Goldman Sachs
38
Goldman Sachs
New York
$413K +$438K +31,247 New
CWM
39
Cornerstone Wealth Management
Missouri
$397K -$43.8K -3,127 -9%
OFG
40
OTA Financial Group
New York
$386K +$410K +29,221 New
AWS
41
Atria Wealth Solutions
New York
$378K +$401K +28,564 New
Ameriprise
42
Ameriprise
Minnesota
$377K -$118K -8,403 -23%
PAG
43
Private Advisor Group
New Jersey
$343K -$75.1K -5,356 -17%
BA
44
Bard Associates
Illinois
$296K – – –
BCM
45
Bluefin Capital Management
New York
$291K +$308K +21,995 New
WMG
46
WESCAP Management Group
California
$283K – – –
AFM
47
Andesa Financial Management
Pennsylvania
$275K -$238K -17,005 -45%
IAN
48
Integrated Advisors Network
Texas
$259K – – –
SRC
49
Shufro Rose & Co
New York
$234K – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$231K +$8.05K +574 +3%
1
2
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EFT Hedge Fund Activity: Q1 2022 in Review

82 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q1 2022, worth a combined $130M — up 7.1% from $121M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EFT positions and 10 closed out — a net gain of 8 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $2.81M. The largest seller was Osaic Holdings, cutting an estimated $2.7M.

  • 82 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $130M of Eaton Vance Floating-Rate Income Trust stock for Q1 2022, up 7.1% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q1 2022 and 10 closed out, a net change of +8 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q1 2022 was Bank of America, an estimated $2.81M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q1 2022 was Osaic Holdings, an estimated $2.7M sold.

Based on aggregated 13F filings for Q1 2022.