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EFT

Eaton Vance Floating-Rate Income Trust

78 hedge funds and large institutions have $104M invested in Eaton Vance Floating-Rate Income Trust in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $98.7M → $104M (+$5.13M)

2.04% more ownership

Funds ownership: 29.73%31.77% (+2%)

0% more funds holding

Funds holding: 7878 (0)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$134K +$2.6K +215 +2%
WMG
52
WESCAP Management Group
California
$128K
SG
53
StoneX Group
New York
$127K -$88.7K -7,340 -42%
HA
54
HFG Advisors
Ohio
$126K
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$126K +$122K +10,063 New
OCM
56
Orleans Capital Management
Louisiana
$125K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$94.2K
Comerica Bank
58
Comerica Bank
Texas
$88.7K +$906 +75 +1%
CA
59
CoreCap Advisors
Michigan
$79.9K
PTC
60
Private Trust Company
Ohio
$59.9K
PA
61
Parallel Advisors
California
$59.3K -$9.92K -821 -15%
NS
62
NBC Securities
Alabama
$56K
MIA
63
MeadowBrook Investment Advisors
Michigan
$51K +$17.5K +1,450 +55%
AAS
64
Ameritas Advisory Services
Nebraska
$42.4K +$41.1K +3,400 New
GC
65
Gould Capital
Washington
$18.1K +$5.43K +449 +45%
AF
66
Allworth Financial
California
$12.5K
WSFS
67
Wilmington Savings Fund Society
Delaware
$12.5K
PS
68
Principal Securities
Iowa
$10.6K
CSC
69
Caldwell Sutter Capital
California
$9.36K
RIL
70
Rothschild Investment LLC
Illinois
$7.6K
KHC
71
Koesten Hirschmann & Crabtree
Kansas
$5.43K +$5.26K +435 New
SWM
72
Spire Wealth Management
Virginia
$4.12K
KFI
73
Key Financial Inc
Pennsylvania
$4.06K
TCM
74
Traub Capital Management
Massachusetts
$3.37K +$3.26K +270 New
AA
75
Addison Advisors
Vermont
$1.25K

EFT Hedge Fund Activity: Q2 2025 in Review

78 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q2 2025, worth a combined $104M — up 5.2% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EFT positions and 7 closed out — a net gain of 1 holder — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $5.02M. The largest seller was Morgan Stanley, cutting an estimated $4.21M.

  • 78 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $104M of Eaton Vance Floating-Rate Income Trust stock for Q2 2025, up 5.2% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q2 2025 and 7 closed out, a net change of +1 holder.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q2 2025 was Polar Asset Management Partners, an estimated $5.02M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q2 2025 was Morgan Stanley, an estimated $4.21M sold.

Based on aggregated 13F filings for Q2 2025.