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EFT

Eaton Vance Floating-Rate Income Trust

78 hedge funds and large institutions have $104M invested in Eaton Vance Floating-Rate Income Trust in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $98.7M → $104M (+$5.13M)

2.04% more ownership

Funds ownership: 29.73%31.77% (+2%)

0% more funds holding

Funds holding: 7878 (0)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$747K +$22.5K +1,864 +3%
GAMC
27
Garner Asset Management Corp
Texas
$743K -$76.1K -6,296 -10%
MHIC
28
Marble Harbor Investment Counsel
Massachusetts
$704K -$74.5K -6,167 -10%
Ameriprise
29
Ameriprise
Minnesota
$558K +$121K +10,032 +29%
MAM
30
Morse Asset Management
Connecticut
$478K +$5.21K +431 +1%
RAM
31
Readystate Asset Management
Illinois
$474K +$142K +11,733 +45%
HSA
32
HBK Sorce Advisory
Pennsylvania
$447K +$80.8K +6,688 +23%
Stifel Financial
33
Stifel Financial
Missouri
$428K -$60K -4,965 -13%
CL
34
Choreo LLC
Illinois
$389K
BP
35
Ballentine Partners
Massachusetts
$348K
BEI
36
Benjamin Edwards Inc
Missouri
$344K -$6.65K -550 -2%
MWM
37
Melfa Wealth Management
Massachusetts
$316K
JIC
38
Joel Isaacson & Co
New York
$264K
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$250K -$12.1K -1,000 -5%
DAS
40
Dynamic Advisor Solutions
Arizona
$223K +$11.2K +928 +5%
Jane Street
41
Jane Street
New York
$218K +$211K +17,494 New
PAG
42
Private Advisor Group
New Jersey
$197K -$3.98K -329 -2%
BA
43
Bard Associates
Illinois
$190K
FHC
44
First Heartland Consultants
Missouri
$189K
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$165K +$3.13K +259 +2%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$162K +$1.84K +152 +1%
CIA
47
Concurrent Investment Advisors
Florida
$159K
KPWS
48
Kestra Private Wealth Services
Texas
$152K +$10.7K +887 +8%
HKAM
49
Horizon Kinetics Asset Management
New York
$150K
GFG
50
Greenberg Financial Group
Arizona
$135K -$97.9K -8,100 -39%

EFT Hedge Fund Activity: Q2 2025 in Review

78 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q2 2025, worth a combined $104M — up 5.2% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EFT positions and 7 closed out — a net gain of 1 holder — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $5.02M. The largest seller was Morgan Stanley, cutting an estimated $4.21M.

  • 78 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $104M of Eaton Vance Floating-Rate Income Trust stock for Q2 2025, up 5.2% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q2 2025 and 7 closed out, a net change of +1 holder.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q2 2025 was Polar Asset Management Partners, an estimated $5.02M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q2 2025 was Morgan Stanley, an estimated $4.21M sold.

Based on aggregated 13F filings for Q2 2025.