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EFT

Eaton Vance Floating-Rate Income Trust
EFT

80 hedge funds and large institutions have $96.6M invested in Eaton Vance Floating-Rate Income Trust in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

14% more funds holding

Funds holding: 70 → 80 (+10)

1.68% more ownership

Funds ownership: 27.06% → 28.74% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

2% more capital invested

Capital invested by funds: $95M → $96.6M (+$1.61M)

Holders
80
Holders Change
+10
Holders Change %
+14.29%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.27M
2
Morgan Stanley
Morgan Stanley
New York
+$767K
3
AAM
Advisors Asset Management
Colorado
+$758K
4
SFS
Shaker Financial Services
Virginia
+$722K
5
Invesco
Invesco
Georgia
+$594K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$957K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$487K
3
CIS
Custom Index Systems
New York
-$246K
4
LPL Financial
LPL Financial
California
-$185K
5
CIA
Capital Investment Advisors
Georgia
-$152K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$580K -$8.68K -658 -1%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$489K +$108K +8,223 +28%
MWM
28
Melfa Wealth Management
Massachusetts
$395K – – –
CL
29
Choreo LLC
Illinois
$388K – – –
HSA
30
HBK Sorce Advisory
Pennsylvania
$375K +$14.5K +1,100 +4%
BEI
31
Benjamin Edwards Inc
Missouri
$367K +$375K +28,475 New
WAM
32
Wolverine Asset Management
Illinois
$363K +$372K +28,214 New
BP
33
Ballentine Partners
Massachusetts
$359K – – –
MAM
34
Morse Asset Management
Connecticut
$341K +$349K +26,450 New
WA
35
Waverly Advisors
Alabama
$323K – – –
WWM
36
WT Wealth Management
Arizona
$296K -$27.3K -2,073 -8%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$284K – – –
Walleye Capital
38
Walleye Capital
New York
$276K +$282K +21,407 New
PAG
39
Private Advisor Group
New Jersey
$264K +$39.6K +3,000 +17%
DAS
40
Dynamic Advisor Solutions
Arizona
$217K -$8.82K -669 -4%
SRC
41
Shufro Rose & Co
New York
$201K – – –
BA
42
Bard Associates
Illinois
$196K +$200K +15,192 New
Truist Financial
43
Truist Financial
North Carolina
$187K -$8.95K -679 -4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$183K -$487K -36,909 -72%
LCM
45
Landscape Capital Management
New Jersey
$178K +$182K +13,784 New
PI
46
PFG Investments
New York
$172K -$32.7K -2,482 -16%
AAMC
47
Asset Allocation & Management Company
Illinois
$167K – – –
CA
48
CoreCap Advisors
Michigan
$166K +$170K +12,914 New
CIA
49
Concurrent Investment Advisors
Florida
$164K – – –
HKAM
50
Horizon Kinetics Asset Management
New York
$155K +$158K +12,000 New
1
2
3 4

EFT Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q3 2024, worth a combined $96.6M — up 1.7% from $95M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EFT positions and 6 closed out — a net gain of 11 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.27M. The largest seller was Bank of America, cutting an estimated $957K.

  • 80 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q3 2024, up from 70 in Q2 2024.
  • Funds reported $96.6M of Eaton Vance Floating-Rate Income Trust stock for Q3 2024, up 1.7% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q3 2024 and 6 closed out, a net change of +11 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q3 2024 was Guggenheim Capital, an estimated $1.27M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q3 2024 was Bank of America, an estimated $957K sold.

Based on aggregated 13F filings for Q3 2024.