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EFT

Eaton Vance Floating-Rate Income Trust
EFT

95 hedge funds and large institutions have $126M invested in Eaton Vance Floating-Rate Income Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

4% more funds holding

Funds holding: 91 → 95 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $129M → $126M (-$2.88M)

2.56% less ownership

Funds ownership: 40.58% → 38.02% (-2.6%)

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
23
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.63M
2
GA
GraniteShares Advisors
New York
+$1.48M
3
RJA
Raymond James & Associates
Florida
+$1.11M
4
AAM
Advisors Asset Management
Colorado
+$700K
5
MHIC
Marble Harbor Investment Counsel
Massachusetts
+$661K

Top Sellers

Rank Fund Capital Flow
1
RCG
Rock Creek Group
District of Columbia
-$9.03M
2
SFG
Sather Financial Group
Texas
-$2.82M
3
RCM
Rivernorth Capital Management
Florida
-$811K
4
HSA
HBK Sorce Advisory
Pennsylvania
-$700K
5
WAM
Wolverine Asset Management
Illinois
-$689K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$222K -$155K -13,264 -41%
JP Morgan Chase
52
JP Morgan Chase
New York
$218K +$221K +18,938 New
AWS
53
Atria Wealth Solutions
New York
$205K -$18.4K -1,581 -8%
DAS
54
Dynamic Advisor Solutions
Arizona
$198K +$11.5K +985 +6%
SRC
55
Shufro Rose & Co
New York
$186K +$11.7K +1,000 +7%
CWM
56
Cornerstone Wealth Management
Missouri
$185K +$187K +16,075 New
PI
57
PFG Investments
New York
$164K +$166K +14,265 New
BWA
58
Blodgett Wealth Advisors
California
$155K -$58.3K -5,000 -27%
LCM
59
Landscape Capital Management
New Jersey
$154K -$157K -13,485 -50%
AAMC
60
Asset Allocation & Management Company
Illinois
$150K – – –
LWP
61
Lumature Wealth Partners
Georgia
$145K – – –
RJT
62
Raymond James Trust
Florida
$138K – – –
TFCP
63
Twin Focus Capital Partners
Massachusetts
$136K – – –
CA
64
Cetera Advisors
Colorado
$135K – – –
ICMP
65
Integrated Capital Management (Pennsylvania)
Pennsylvania
$132K +$25.3K +2,167 +16%
SW
66
SteelPeak Wealth
California
$128K – – –
JWCA
67
J.W. Cole Advisors
Florida
$125K – – –
AAS
68
Avantax Advisory Services
Texas
$122K +$124K +10,618 New
WMG
69
WESCAP Management Group
California
$118K -$12.8K -1,095 -10%
WAM
70
Wolverine Asset Management
Illinois
$108K -$689K -59,113 -86%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$91.5K – – –
ASN
72
Advisory Services Network
Georgia
$69.5K +$38.9K +3,335 +123%
PTC
73
Private Trust Company
Ohio
$66.8K – – –
AA
74
Addison Advisors
Vermont
$66.2K – – –
PA
75
Parallel Advisors
California
$64.3K – – –
1 2
3
4 5

EFT Hedge Fund Activity: Q1 2023 in Review

95 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q1 2023, worth a combined $126M — down 2.2% from $129M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EFT positions and 7 closed out — a net gain of 5 holders — while 23 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $1.63M. The largest seller was Rock Creek Group, cutting an estimated $9.03M.

  • 95 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q1 2023, up from 91 in Q4 2022.
  • Funds reported $126M of Eaton Vance Floating-Rate Income Trust stock for Q1 2023, down 2.2% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q1 2023 and 7 closed out, a net change of +5 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q1 2023 was Bank of America, an estimated $1.63M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q1 2023 was Rock Creek Group, an estimated $9.03M sold.

Based on aggregated 13F filings for Q1 2023.