EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

70 hedge funds and large institutions have $97.5M invested in Eaton Vance Floating-Rate Income Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 18 closing their positions.

Holders
70
Holders Change
-10
Holders Change %
-12.5%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
19
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.53M
2
Bank of America
2
Bank of America
North Carolina
$18.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.19M
4
Lido Advisors
4
Lido Advisors
California
$599K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$346K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.9M
2
RJA
2
Raymond James & Associates
Florida
$7.33M
3
Invesco
3
Invesco
Georgia
$5.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$247K
5
PAS
5
Park Avenue Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$101K 7,551 – –
Comerica Bank
52
Comerica Bank
Texas
$95K 7,139 +3,330 +87%
PA
53
Parallel Advisors
California
$74.2K 5,575 – –
PTC
54
Private Trust Company
Ohio
$63.9K 4,800 – –
MIA
55
MeadowBrook Investment Advisors
Michigan
$60.2K 4,520 -2,074 -31%
AWM
56
Atticus Wealth Management
Florida
$28.8K 2,160 – –
NA
57
NewEdge Advisors
Louisiana
$26.6K 2,000 – –
AA
58
Addison Advisors
Vermont
$17.8K 1,340 – –
AF
59
Allworth Financial
California
$13.3K 1,000 – –
PS
60
Principal Securities
Iowa
$11.3K 850 – –
RG
61
Retirement Group
California
$11.3K 850 +850 New
CSC
62
Caldwell Sutter Capital
California
$10.8K 812 – –
RIL
63
Rothschild Investment LLC
Illinois
$8.11K 609 -1,015 -63%
CHA
64
Carmichael Hill & Associates
Maryland
$7.6K 571 – –
TRCT
65
Tower Research Capital (TRC)
New York
$6.66K 500 +203 +68%
SWM
66
Spire Wealth Management
Virginia
$4.39K 330 – –
KFI
67
Key Financial Inc
Pennsylvania
$4.33K 325 – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1K 40 – –
SPIA
69
Steward Partners Investment Advisory
New York
$413 31 -282 -90%
LC
70
Lindbrook Capital
California
$200 15 – –
HNB
71
Huntington National Bank
Ohio
– – – –
PAS
72
Park Avenue Securities
New York
– – -91,043 Closed
SIA
73
Sit Investment Associates
Minnesota
– – -67,268 Closed
NCM
74
Next Capital Management
New York
– – -48,759 Closed
AUIM
75
Aegon USA Investment Management
Iowa
– – -38,497 Closed
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