Eaton Vance Floating-Rate Income Trust
EFT
80 hedge funds and large institutions have $96.6M invested in Eaton Vance Floating-Rate Income Trust in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
14% more funds holding
Funds holding: 70 → 80 (+10)
1.68% more ownership
Funds ownership: 27.06% → 28.74% (+1.7%)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
2% more capital invested
Capital invested by funds: $95M → $96.6M (+$1.61M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.27M |
| 2 |
Morgan Stanley
New York
|
+$767K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$758K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$722K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$594K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$957K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$487K |
| 3 |
CIS
Custom Index Systems
New York
|
-$246K |
| 4 |
LPL Financial
San Diego,
California
|
-$185K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$152K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
SPIA
77
Steward Partners Investment Advisory
New York
| $399 | – | – | – |
|
|
LC
78
Lindbrook Capital
Calabasas,
California
| $193 | – | – | – |
|
|
HNB
79
Huntington National Bank
Columbus,
Ohio
| $26 | – | – | – |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| $13 | – | – | – |
|
81
Fidelity Investments
Boston,
Massachusetts
| $13 | +$13 | +1 | New |
|
|
CIS
82
Custom Index Systems
New York
| – | -$246K | -18,347 | Closed |
|
|
CIA
83
Capital Investment Advisors
Atlanta,
Georgia
| – | -$152K | -11,301 | Closed |
|
|
KAS
84
Kestra Advisory Services
Austin,
Texas
| – | -$63.9K | -11,036 | Closed |
|
85
Focus Partners Wealth
Boston,
Massachusetts
| – | -$140K | -10,340 | Closed |
|
86
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$39.8K | -2,965 | Closed |
|
87
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$225 | -17 | Closed |
|
EFT Hedge Fund Activity: Q3 2024 in Review
80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q3 2024, worth a combined $96.6M — up 1.7% from $95M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EFT positions and 6 closed out — a net gain of 11 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.27M. The largest seller was Bank of America, cutting an estimated $957K.
- 80 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q3 2024, up from 70 in Q2 2024.
- Funds reported $96.6M of Eaton Vance Floating-Rate Income Trust stock for Q3 2024, up 1.7% quarter-over-quarter.
- 17 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q3 2024 and 6 closed out, a net change of +11 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q3 2024 was Guggenheim Capital, an estimated $1.27M added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q3 2024 was Bank of America, an estimated $957K sold.
Based on aggregated 13F filings for Q3 2024.