EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

82 hedge funds and large institutions have $130M invested in Eaton Vance Floating-Rate Income Trust in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
27
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAF
1
Tredje AP-fonden
Sweden
$14M
2
Bank of America
2
Bank of America
North Carolina
$20.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.9M
4
SFS
4
Shaker Financial Services
Virginia
$1.68M
5
RCG
5
Rock Creek Group
District of Columbia
$1.34M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.16M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.47M
3
AAM
3
Advisors Asset Management
Colorado
$738K
4
UBS Group
4
UBS Group
Switzerland
$4.01M
5
WANY
5
Wealthspire Advisors (New York)
New York
$585K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.4M 1,543,749 +200,408 +15%
Morgan Stanley
2
Morgan Stanley
New York
$17.9M 1,354,576 +196,782 +17%
TAF
3
Tredje AP-fonden
Sweden
$14M 92,080 +92,080 New
RJA
4
Raymond James & Associates
Florida
$9.08M 686,494 +6,738 +1%
MHIC
5
Marble Harbor Investment Counsel
Massachusetts
$6.86M 518,578 +8,171 +2%
GC
6
Guggenheim Capital
Illinois
$6.83M 516,263 +93,841 +22%
Invesco
7
Invesco
Georgia
$5.03M 380,417 +671 +0.2%
UBS Group
8
UBS Group
Switzerland
$4.01M 302,991 -24,058 -7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.47M 262,271 -145,528 -36%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.16M 238,956 -192,395 -45%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.89M 218,862 -4,157 -2%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.84M 214,612 -5,900 -3%
AWM
13
Apollon Wealth Management
South Carolina
$2.13M 161,080 +10,220 +7%
LPL Financial
14
LPL Financial
California
$2.02M 153,093 +8,834 +6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.01M 152,244 +5,601 +4%
IC
16
Intersect Capital
California
$1.97M 149,206 -4,232 -3%
SFS
17
Shaker Financial Services
Virginia
$1.68M 127,063 +127,063 New
Truist Financial
18
Truist Financial
North Carolina
$1.57M 118,748 +910 +0.8%
RCG
19
Rock Creek Group
District of Columbia
$1.34M 129,029 +129,029 New
RFC
20
Regions Financial Corp
Alabama
$1.32M 100,000 +25,000 +33%
CWM
21
Circle Wealth Management
New Jersey
$1.16M 87,847 +56,366 +179%
Stifel Financial
22
Stifel Financial
Missouri
$1.13M 85,799 +10,117 +13%
WAM
23
Wolverine Asset Management
Illinois
$1.08M 81,325 +81,325 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$903K 68,305 +13,858 +25%
BWA
25
Blodgett Wealth Advisors
California
$856K 64,750 +2,500 +4%
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