EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

89 hedge funds and large institutions have $119M invested in Eaton Vance Floating-Rate Income Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 37 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
20
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$3.15M
2
AA
2
AQR Arbitrage
Connecticut
$1.33M
3
Bank of America
3
Bank of America
North Carolina
$20.8M
4
CAM
4
Cresset Asset Management
Illinois
$245K
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$685K

Top Sellers

1
RCG
1
Rock Creek Group
District of Columbia
$2.89M
2
RCM
2
Rivernorth Capital Management
Florida
$443K
3
SFG
3
Sather Financial Group
Texas
$0
4
SIA
4
Sit Investment Associates
Minnesota
$398K
5
Truist Financial
5
Truist Financial
North Carolina
$545K
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
76
Safeguard Financial
Wisconsin
$13K +$13K +1,171 New
AF
77
Allworth Financial
California
$11.7K -$23.4K -2,003 -67%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$9.93K -$211K -18,088 -96%
CSC
79
Caldwell Sutter Capital
California
$9.48K – – –
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$7.88K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$7K +$204 +17 +3%
CHA
82
Carmichael Hill & Associates
Maryland
$6.67K -$24.6K -2,105 -79%
EWA
83
EverSource Wealth Advisors
Alabama
$4.38K – – –
SWM
84
Spire Wealth Management
Virginia
$3.85K – – –
KFI
85
Key Financial Inc
Pennsylvania
$3.8K – – –
CAL
86
Capital Analysts LLC
Pennsylvania
$3K +$3K +255 New
GI
87
Gradient Investments
Minnesota
$2.2K – – –
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$1.17K – – –
LC
89
Lindbrook Capital
California
$175 – – –
HNB
90
Huntington National Bank
Ohio
$23 -$23 – –
SFG
91
Sather Financial Group
Texas
– -$977K -84,862 Closed
LSC
92
Logan Stone Capital
Illinois
– -$402K -34,934 Closed
AWS
93
Atria Wealth Solutions
New York
– -$205K -17,851 Closed
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
– -$193 -16,827 Closed
BWA
95
Blodgett Wealth Advisors
California
– -$155K -13,500 Closed
WAM
96
Wolverine Asset Management
Illinois
– -$108K -9,360 Closed
ASN
97
Advisory Services Network
Georgia
– -$69.5K -6,040 Closed
FMP
98
Financial Management Professionals
Texas
– -$39K -3,372 Closed
BAM
99
Belpointe Asset Management
Nevada
– -$30.2K -2,624 Closed
TRCT
100
Tower Research Capital (TRC)
New York
– -$27K -2,361 Closed
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