EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

82 hedge funds and large institutions have $132M invested in Eaton Vance Floating-Rate Income Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Rock Creek Group
District of Columbia
$13.2M
2
OCM
2
Oaktree Capital Management
California
$2.99M
3
Bank of America
3
Bank of America
North Carolina
$21M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.8M
5
NCM
5
Next Capital Management
New York
$1.11M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$789K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$758K
3
Morgan Stanley
3
Morgan Stanley
New York
$14.1M
4
WAM
4
Wolverine Asset Management
Illinois
$489K
5
OFG
5
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
51
Eaton Vance Management
Massachusetts
$186K – – –
AAMC
52
Asset Allocation & Management Company
Illinois
$164K – – –
LPIC
53
LeJeune Puetz Investment Counsel
Michigan
$164K – – –
Bank of New York Mellon
54
Bank of New York Mellon
New York
$163K -$27.3K -2,320 -14%
CA
55
Cetera Advisors
Colorado
$162K +$162K +13,725 New
LWP
56
Lumature Wealth Partners
Georgia
$148K +$70.6K +6,000 +91%
DAS
57
Dynamic Advisor Solutions
Arizona
$145K +$145K +12,296 New
SW
58
SteelPeak Wealth
California
$140K -$60.3K -5,100 -30%
TFCP
59
Twin Focus Capital Partners
Massachusetts
$139K – – –
RJTCONH
60
Raymond James Trust Company of New Hampshire
New Hampshire
$136K – – –
JWCA
61
J.W. Cole Advisors
Florida
$127K – – –
SWM
62
SeaCrest Wealth Management
New York
$95K +$95K +8,083 New
PA
63
Parallel Advisors
California
$92K -$35.4K -3,000 -28%
AA
64
Addison Advisors
Vermont
$85K -$32.1K -2,725 -27%
PTC
65
Private Trust Company
Ohio
$80K +$80K +6,785 New
CHA
66
Carmichael Hill & Associates
Maryland
$55K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$51K +$51K +4,324 New
MA
68
Montag & Associates
Georgia
$27K +$501 +42 +2%
AWM
69
Atticus Wealth Management
Florida
$25K – – –
RBC
70
Roble Belko & Company
Pennsylvania
$21K – – –
APA
71
American Portfolios Advisors
New York
$16.7K +$306 +26 +2%
GWM
72
Geneos Wealth Management
Colorado
$10K – – –
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$24 +2 +0.3%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$8K – – –
BWM
75
Baystate Wealth Management
Massachusetts
$6K +$113 +10 +2%
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