EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

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
Holders
80
Holders Change
+10
Holders Change %
+14.29%
% of All Funds
1.16%
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

1
GC
1
Guggenheim Capital
Illinois
$7.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.7M
3
AAM
3
Advisors Asset Management
Colorado
$5.42M
4
SFS
4
Shaker Financial Services
Virginia
$705K
5
Invesco
5
Invesco
Georgia
$5.13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$183K
3
CIS
3
Custom Index Systems
New York
$0
4
LPL Financial
4
LPL Financial
California
$2.06M
5
CIA
5
Capital Investment Advisors
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$580K -$8.48K -658 -1%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$489K +$106K +8,223 +28%
MWM
28
Melfa Wealth Management
Massachusetts
$395K – – –
CL
29
Choreo LLC
Illinois
$388K – – –
HSA
30
HBK Sorce Advisory
Pennsylvania
$375K +$14.2K +1,100 +4%
BEI
31
Benjamin Edwards Inc
Missouri
$367K +$367K +28,475 New
WAM
32
Wolverine Asset Management
Illinois
$363K +$363K +28,214 New
BP
33
Ballentine Partners
Massachusetts
$359K – – –
MAM
34
Morse Asset Management
Connecticut
$341K +$341K +26,450 New
WA
35
Waverly Advisors
Alabama
$323K – – –
WWM
36
WT Wealth Management
Arizona
$296K -$27K -2,073 -8%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$284K – – –
Walleye Capital
38
Walleye Capital
New York
$276K +$276K +21,407 New
PAG
39
Private Advisor Group
New Jersey
$264K +$38.6K +3,000 +17%
DAS
40
Dynamic Advisor Solutions
Arizona
$217K -$8.62K -669 -4%
SRC
41
Shufro Rose & Co
New York
$201K – – –
BA
42
Bard Associates
Illinois
$196K +$196K +15,192 New
Truist Financial
43
Truist Financial
North Carolina
$187K -$8.75K -679 -4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$183K -$475K -36,909 -72%
LCM
45
Landscape Capital Management
New Jersey
$178K +$178K +13,784 New
PI
46
PFG Investments
New York
$172K -$32K -2,482 -16%
AAMC
47
Asset Allocation & Management Company
Illinois
$167K – – –
CA
48
CoreCap Advisors
Michigan
$166K +$166K +12,914 New
CIA
49
Concurrent Investment Advisors
Florida
$164K – – –
HKAM
50
Horizon Kinetics Asset Management
New York
$155K +$155K +12,000 New
1
2
3 4