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EFT

Eaton Vance Floating-Rate Income Trust
EFT

78 hedge funds and large institutions have $98.7M invested in Eaton Vance Floating-Rate Income Trust in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

5% more funds holding

Funds holding: 74 → 78 (+4)

0.76% more ownership

Funds ownership: 28.97% → 29.73% (+0.76%)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

92% less capital invested

Capital invested by funds: $1.26B → $98.7M (-$1.16B)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EFG
Ethos Financial Group
Pennsylvania
+$2.89M
2
LPL Financial
LPL Financial
California
+$1.54M
3
Raymond James Financial
Raymond James Financial
Florida
+$1.53M
4
CIAS
Capital Investment Advisory Services
North Carolina
+$1.04M
5
VIA
Virtus Investment Advisers
Connecticut
+$975K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.98M
2
VEA
Virtus ETF Advisers
New York
-$707K
3
GC
Guggenheim Capital
Illinois
-$615K
4
Morgan Stanley
Morgan Stanley
New York
-$568K
5
SFS
Shaker Financial Services
Virginia
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$492K -$42.5K -3,253 -8%
MAM
27
Morse Asset Management
Connecticut
$475K +$968 +74 +0.2%
Ameriprise
28
Ameriprise
Minnesota
$435K -$463K -35,448 -51%
CL
29
Choreo LLC
Illinois
$391K +$14.9K +1,142 +4%
HSA
30
HBK Sorce Advisory
Pennsylvania
$366K -$30K -2,292 -7%
BEI
31
Benjamin Edwards Inc
Missouri
$352K – – –
BP
32
Ballentine Partners
Massachusetts
$349K – – –
RAM
33
Readystate Asset Management
Illinois
$329K +$43.8K +3,351 +15%
MWM
34
Melfa Wealth Management
Massachusetts
$318K – – –
WAM
35
Wolverine Asset Management
Illinois
$275K +$286K +21,902 New
JIC
36
Joel Isaacson & Co
New York
$265K -$262K -20,000 -49%
LCM
37
Landscape Capital Management
New Jersey
$265K +$276K +21,076 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$264K -$13.1K -1,000 -5%
GFG
39
Greenberg Financial Group
Arizona
$221K +$269K +20,555 New
SG
40
StoneX Group
New York
$220K +$37.9K +2,895 +20%
DAS
41
Dynamic Advisor Solutions
Arizona
$213K +$14.8K +1,135 +7%
PAG
42
Private Advisor Group
New Jersey
$202K – – –
BA
43
Bard Associates
Illinois
$191K – – –
FHC
44
First Heartland Consultants
Missouri
$190K +$198K +15,126 New
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$162K +$3.2K +245 +2%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$161K +$33.6K +2,570 +25%
CIA
47
Concurrent Investment Advisors
Florida
$159K – – –
Truist Financial
48
Truist Financial
North Carolina
$158K -$25K -1,911 -13%
HKAM
49
Horizon Kinetics Asset Management
New York
$151K – – –
PI
50
PFG Investments
New York
$150K +$889 +68 +0.6%
1
2
3 4

EFT Hedge Fund Activity: Q1 2025 in Review

78 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q1 2025, worth a combined $98.7M — down 92% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EFT positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $2.89M. The largest seller was Bank of America, cutting an estimated $2.98M.

  • 78 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q1 2025, up from 74 in Q4 2024.
  • Funds reported $98.7M of Eaton Vance Floating-Rate Income Trust stock for Q1 2025, down 92% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q1 2025 and 5 closed out, a net change of +4 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q1 2025 was Ethos Financial Group, an estimated $2.89M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q1 2025 was Bank of America, an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2025.