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EFT

Eaton Vance Floating-Rate Income Trust
EFT

78 hedge funds and large institutions have $99.7M invested in Eaton Vance Floating-Rate Income Trust in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.54% more ownership

Funds ownership: 31.77% → 32.31% (+0.54%)

0% more funds holding

Funds holding: 78 → 78 (0)

4% less capital invested

Capital invested by funds: $104M → $99.7M (-$4.09M)

Holders
78
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
15
Increased
27
Reduced
15
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RAM
Readystate Asset Management
Illinois
+$1.26M
2
1CP
1607 Capital Partners
Virginia
+$891K
3
WAM
Wolverine Asset Management
Illinois
+$603K
4
AAM
Advisors Asset Management
Colorado
+$551K
5
Lido Advisors
Lido Advisors
California
+$548K

Top Sellers

Rank Fund Capital Flow
1
CIAS
Capital Investment Advisory Services
North Carolina
-$972K
2
GC
Guggenheim Capital
Illinois
-$758K
3
Bank of America
Bank of America
North Carolina
-$730K
4
MHIC
Marble Harbor Investment Counsel
Massachusetts
-$704K
5
Raymond James Financial
Raymond James Financial
Florida
-$476K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$768K +$53.8K +4,415 +7%
Wells Fargo
27
Wells Fargo
California
$727K -$92.8K -7,616 -11%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$677K -$28.1K -2,309 -4%
Ameriprise
29
Ameriprise
Minnesota
$594K +$70.8K +5,805 +13%
MAM
30
Morse Asset Management
Connecticut
$577K +$131K +10,731 +28%
Lido Advisors
31
Lido Advisors
California
$530K +$548K +45,000 New
WCMNY
32
Westchester Capital Management (New York)
New York
$425K +$440K +36,101 New
Stifel Financial
33
Stifel Financial
Missouri
$413K +$10.2K +840 +2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$412K +$427K +35,000 New
CL
35
Choreo LLC
Illinois
$367K – – –
HSA
36
HBK Sorce Advisory
Pennsylvania
$337K -$82.7K -6,788 -19%
BP
37
Ballentine Partners
Massachusetts
$328K – – –
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$316K +$327K +26,834 New
RPGNY
39
Retirement Planning Group (New York)
New York
$301K +$312K +25,565 New
MWM
40
Melfa Wealth Management
Massachusetts
$298K – – –
BEI
41
Benjamin Edwards Inc
Missouri
$285K -$40.2K -3,300 -12%
WANY
42
Wealthspire Advisors (New York)
New York
$285K +$295K +24,219 New
Jane Street
43
Jane Street
New York
$270K +$66.2K +5,431 +31%
FHC
44
First Heartland Consultants
Missouri
$236K +$60.5K +4,965 +33%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$236K – – –
DAS
46
Dynamic Advisor Solutions
Arizona
$215K +$4.3K +353 +2%
LSC
47
Logan Stone Capital
Illinois
$206K +$213K +17,493 New
SI
48
Stephens Inc
Arkansas
$184K +$191K +15,640 New
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$158K +$3.13K +257 +2%
KPWS
50
Kestra Private Wealth Services
Texas
$158K +$15.2K +1,251 +10%
1
2
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EFT Hedge Fund Activity: Q3 2025 in Review

78 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q3 2025, worth a combined $99.7M — down 3.9% from $104M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EFT positions and 14 closed out — a net gain of 1 holder — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Readystate Asset Management, adding an estimated $1.26M. The largest seller was Capital Investment Advisory Services, exiting entirely with an estimated $972K sold.

  • 78 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $99.7M of Eaton Vance Floating-Rate Income Trust stock for Q3 2025, down 3.9% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q3 2025 and 14 closed out, a net change of +1 holder.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q3 2025 was Readystate Asset Management, an estimated $1.26M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q3 2025 was Capital Investment Advisory Services, an estimated $972K sold.

Based on aggregated 13F filings for Q3 2025.