Eaton Vance Floating-Rate Income Trust
EFT
78 hedge funds and large institutions have $98.7M invested in Eaton Vance Floating-Rate Income Trust in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
5% more funds holding
Funds holding: 74 → 78 (+4)
0.76% more ownership
Funds ownership: 28.97% → 29.73% (+0.76%)
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
92% less capital invested
Capital invested by funds: $1.26B → $98.7M (-$1.16B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$2.89M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.54M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.53M |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$1.04M |
| 5 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
+$975K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.98M |
| 2 |
VEA
Virtus ETF Advisers
New York
|
-$707K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$615K |
| 4 |
Morgan Stanley
New York
|
-$568K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$465K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
LC
77
Lindbrook Capital
Calabasas,
California
| $188 | – | – | – |
|
|
TRCT
78
Tower Research Capital (TRC)
New York
| $176 | -$2.25K | -172 | -92% |
|
|
HNB
79
Huntington National Bank
Columbus,
Ohio
| $25 | – | – | – |
|
|
VEA
80
Virtus ETF Advisers
New York
| – | -$707K | -55,087 | Closed |
|
|
SFS
81
Shaker Financial Services
Arlington,
Virginia
| – | -$465K | -35,985 | Closed |
|
|
WWM
82
WT Wealth Management
Scottsdale,
Arizona
| – | -$179K | -13,961 | Closed |
|
83
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$146K | -11,415 | Closed |
|
|
UBP
84
Union Bancaire Privee
Geneva 1,
Switzerland
| – | -$108K | -8,200 | Closed |
|
EFT Hedge Fund Activity: Q1 2025 in Review
78 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q1 2025, worth a combined $98.7M — down 92% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EFT positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 23 trimmed.
The largest buyer was Ethos Financial Group, opening a new position worth an estimated $2.89M. The largest seller was Bank of America, cutting an estimated $2.98M.
- 78 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q1 2025, up from 74 in Q4 2024.
- Funds reported $98.7M of Eaton Vance Floating-Rate Income Trust stock for Q1 2025, down 92% quarter-over-quarter.
- 9 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q1 2025 and 5 closed out, a net change of +4 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q1 2025 was Ethos Financial Group, an estimated $2.89M added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q1 2025 was Bank of America, an estimated $2.98M sold.
Based on aggregated 13F filings for Q1 2025.