EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.1M
2
GA
2
GraniteShares Advisors
New York
$1.46M
3
RJA
3
Raymond James & Associates
Florida
$8.71M
4
AAM
4
Advisors Asset Management
Colorado
$2.32M
5
MHIC
5
Marble Harbor Investment Counsel
Massachusetts
$6.92M

Top Sellers

1
RCG
1
Rock Creek Group
District of Columbia
$6.4M
2
SFG
2
Sather Financial Group
Texas
$977K
3
RCM
3
Rivernorth Capital Management
Florida
$2.01M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$732K
5
WAM
5
Wolverine Asset Management
Illinois
$108K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$40K -$38.6K -3,350 -49%
FMP
77
Financial Management Professionals
Texas
$39K +$39K +3,372 New
SPIA
78
Steward Partners Investment Advisory
New York
$37.1K -$276 -24 -0.7%
AF
79
Allworth Financial
California
$34.6K -$25.5K -2,216 -42%
EC
80
Elequin Capital
New York
$31.2K -$96.9K -8,415 -76%
CHA
81
Carmichael Hill & Associates
Maryland
$30.8K -$23K -2,000 -43%
BAM
82
Belpointe Asset Management
Nevada
$30.2K – – –
TRCT
83
Tower Research Capital (TRC)
New York
$27K +$27K +2,361 New
AWM
84
Atticus Wealth Management
Florida
$24.9K – – –
BFPW
85
BOK Financial Private Wealth
Colorado
$22.8K +$22.8K +1,982 New
CSC
86
Caldwell Sutter Capital
California
$9.35K – – –
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$7.77K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$7K +$198 +16 +3%
EWA
89
EverSource Wealth Advisors
Alabama
$4.32K – – –
SWM
90
Spire Wealth Management
Virginia
$3.8K – – –
KFI
91
Key Financial Inc
Pennsylvania
$3.74K – – –
GI
92
Gradient Investments
Minnesota
$2.16K – – –
BBPWM
93
Blue Bell Private Wealth Management
Pennsylvania
$1.15K -$1.15K -100 -50%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$193 -$32 -2,819 -14%
LC
95
Lindbrook Capital
California
$173 – – –
HNB
96
Huntington National Bank
Ohio
$23 -$22 – –
CWM
97
Circle Wealth Management
New Jersey
– -$401K -36,131 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
– -$297K -26,815 Closed
VF
99
Virtu Financial
New York
– -$198K -17,848 Closed
RJFSA
100
Raymond James Financial Services Advisors
Florida
– -$167K -15,035 Closed
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4
5