EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

70 hedge funds and large institutions have $95M invested in Eaton Vance Floating-Rate Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$686K
3
LPL Financial
3
LPL Financial
California
$2.34M
4
Ameriprise
4
Ameriprise
Minnesota
$682K
5
CL
5
Choreo LLC
Illinois
$411K

Top Sellers

1
MHIC
1
Marble Harbor Investment Counsel
Massachusetts
$782K
2
RJA
2
Raymond James & Associates
Florida
$5.85M
3
AAM
3
Advisors Asset Management
Colorado
$4.88M
4
Invesco
4
Invesco
Georgia
$4.74M
5
Wells Fargo
5
Wells Fargo
California
$734K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
51
Private Trust Company
Ohio
$64.4K – – –
KAS
52
Kestra Advisory Services
Texas
$63.9K +$63.9K +11,036 New
MIA
53
MeadowBrook Investment Advisors
Michigan
$59.7K -$939 -70 -2%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$39.8K +$39.8K +2,965 New
NS
55
NBC Securities
Alabama
$29K +$29K +2,200 New
AWM
56
Atticus Wealth Management
Florida
$29K – – –
NA
57
NewEdge Advisors
Louisiana
$26.8K – – –
AF
58
Allworth Financial
California
$13.6K – – –
PS
59
Principal Securities
Iowa
$11.4K – – –
CSC
60
Caldwell Sutter Capital
California
$10.1K -$832 -62 -8%
RIL
61
Rothschild Investment LLC
Illinois
$8.17K – – –
CHA
62
Carmichael Hill & Associates
Maryland
$7.66K – – –
SWM
63
Spire Wealth Management
Virginia
$4.43K – – –
KFI
64
Key Financial Inc
Pennsylvania
$4.36K – – –
AA
65
Addison Advisors
Vermont
$3.22K -$14.8K -1,100 -82%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$416 – – –
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$225 +$225 +17 New
LC
69
Lindbrook Capital
California
$201 – – –
HNB
70
Huntington National Bank
Ohio
$27 -$27 – –
TRCT
71
Tower Research Capital (TRC)
New York
$13 -$6.49K -499 -100%
PCM
72
Parsons Capital Management
Rhode Island
– -$352K -26,445 Closed
Jane Street
73
Jane Street
New York
– -$239K -17,966 Closed
SPC
74
Sigma Planning Corp
Michigan
– -$137K -10,310 Closed
CA
75
CoreCap Advisors
Michigan
– -$119K -8,913 Closed
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