EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

70 hedge funds and large institutions have $95M invested in Eaton Vance Floating-Rate Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$686K
3
LPL Financial
3
LPL Financial
California
$2.34M
4
Ameriprise
4
Ameriprise
Minnesota
$682K
5
CL
5
Choreo LLC
Illinois
$411K

Top Sellers

1
MHIC
1
Marble Harbor Investment Counsel
Massachusetts
$782K
2
RJA
2
Raymond James & Associates
Florida
$5.85M
3
AAM
3
Advisors Asset Management
Colorado
$4.88M
4
Invesco
4
Invesco
Georgia
$4.74M
5
Wells Fargo
5
Wells Fargo
California
$734K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$477K +$213K +15,894 +81%
MWM
27
Melfa Wealth Management
Massachusetts
$411K – – –
CL
28
Choreo LLC
Illinois
$411K +$411K +30,350 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$399K +$49.7K +3,701 +14%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$388K -$9.39K -700 -2%
HSA
31
HBK Sorce Advisory
Pennsylvania
$376K -$47.1K -3,507 -11%
BP
32
Ballentine Partners
Massachusetts
$374K – – –
WA
33
Waverly Advisors
Alabama
$336K – – –
WWM
34
WT Wealth Management
Arizona
$333K +$333K +24,808 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$296K -$72.8K -5,424 -20%
CIS
36
Custom Index Systems
New York
$246K – – –
DAS
37
Dynamic Advisor Solutions
Arizona
$236K +$6.12K +456 +3%
PAG
38
Private Advisor Group
New Jersey
$235K +$235K +17,528 New
PI
39
PFG Investments
New York
$212K +$1.53K +114 +0.7%
Truist Financial
40
Truist Financial
North Carolina
$204K -$86.3K -6,433 -30%
SRC
41
Shufro Rose & Co
New York
$201K -$2.68K -200 -1%
AAMC
42
Asset Allocation & Management Company
Illinois
$174K – – –
CIA
43
Concurrent Investment Advisors
Florida
$171K – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$157K -$91.5K -6,816 -37%
CIA
45
Capital Investment Advisors
Georgia
$152K -$12.1K -901 -7%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$140K +$2.45K +181 +2%
WMG
47
WESCAP Management Group
California
$137K – – –
Comerica Bank
48
Comerica Bank
Texas
$103K +$7.25K +540 +8%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$101K – – –
PA
50
Parallel Advisors
California
$74.8K – – –
1
2
3