EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

68 hedge funds and large institutions have $199M invested in Eaton Vance Floating-Rate Income Trust in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
21
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$19.9M
2
IC
Intersect Capital
California
$5.43M
3
AAM
Advisors Asset Management
Colorado
$5.54M
4
CWM
Circle Wealth Management
New Jersey
$2.96M
5
Bank of America
Bank of America
North Carolina
$24.7M

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
$4.1M
2
GC
Guggenheim Capital
Illinois
$10.3M
3
LPL Financial
LPL Financial
California
$947K
4
PCP
Proficio Capital Partners
Massachusetts
$79K
5
TAF
Tredje AP-fonden
Sweden
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$205K +$32K +2,115 +18%
FA
52
FCG Advisors
New Jersey
$204K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$193K -$13.4K -883 -6%
JSL
54
JT Stratford LLC
Georgia
$192K -$311K -20,520 -62%
SFS
55
Sowell Financial Services
Arkansas
$175K +$212 +14 +0.1%
ICOA
56
Investment Centers of America
North Dakota
$168K – – –
SEI Investments
57
SEI Investments
Pennsylvania
$133K – – –
HI
58
Hudock Inc
Pennsylvania
$113K – – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$89K -$7.58K -500 -8%
PCP
60
Proficio Capital Partners
Massachusetts
$79K -$824K -54,737 -91%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$70K -$30.2K -2,000 -30%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$51K -$12.1K -800 -19%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$47K +$18.8K +1,250 +66%
GI
64
Gradient Investments
Minnesota
$21K -$3.92K -263 -16%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
FWM
66
Focused Wealth Management
New York
$15K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$15K +$15K +1,000 New
PCM
68
Penserra Capital Management
California
$9K +$809 +56 +10%
EWM
69
Edge Wealth Management
New York
$5K – – –
RWA
70
RGT Wealth Advisors
Texas
– -$203K -13,404 Closed
ISL
71
Ingalls & Snyder LLC
New York
– -$179K -11,800 Closed
MAS
72
Madden Advisory Services
Florida
– -$83K -5,530 Closed
AWMS
73
Advocacy Wealth Management Services
Georgia
– -$30K -2,000 Closed
AIM
74
Acrospire Investment Management
Illinois
– -$21K -1,370 Closed
Wellington Management Group
75
Wellington Management Group
Massachusetts
– -$235K – –
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