EFT

Eaton Vance Floating-Rate Income Trust

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
Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.52%
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
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$222K -$153K -13,264 -41%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$218K +$218K +18,938 New
AWS
53
Atria Wealth Solutions
New York
$205K -$18.2K -1,581 -8%
DAS
54
Dynamic Advisor Solutions
Arizona
$198K +$11.3K +985 +6%
SRC
55
Shufro Rose & Co
New York
$186K +$11.5K +1,000 +7%
CWM
56
Cornerstone Wealth Management
Missouri
$185K +$185K +16,075 New
PI
57
PFG Investments
New York
$164K +$164K +14,265 New
BWA
58
Blodgett Wealth Advisors
California
$155K -$57.6K -5,000 -27%
LCM
59
Landscape Capital Management
New Jersey
$154K -$155K -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 +$18.4K +2,167 +16%
SW
66
SteelPeak Wealth
California
$128K
JWCA
67
J.W. Cole Advisors
Florida
$125K
AAS
68
Avantax Advisory Services
Texas
$122K +$122K +10,618 New
WMG
69
WESCAP Management Group
California
$118K -$12.6K -1,095 -10%
WAM
70
Wolverine Asset Management
Illinois
$108K -$680K -59,113 -86%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$91.5K
ASN
72
Advisory Services Network
Georgia
$69.5K +$38.4K +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