EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

84 hedge funds and large institutions have $120M invested in Eaton Vance Floating-Rate Income Trust in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.13M
2
PAS
2
Park Avenue Securities
New York
$1.24M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.1M
4
OCM
4
Oaktree Capital Management
California
$3.96M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.45M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
Bank of America
2
Bank of America
North Carolina
$19.1M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$91K
5
NCM
5
Next Capital Management
New York
$833K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$19.1M 1,678,278 -108,051 -6%
Morgan Stanley
2
Morgan Stanley
New York
$13.6M 1,196,279 -3,369 -0.3%
RCG
3
Rock Creek Group
District of Columbia
$13.4M 1,401,507 +25,581 +2%
RJA
4
Raymond James & Associates
Florida
$8.51M 748,722 +17,773 +2%
GC
5
Guggenheim Capital
Illinois
$7.38M 649,770 +65,742 +11%
MHIC
6
Marble Harbor Investment Counsel
Massachusetts
$6.09M 535,793 +18,796 +4%
Invesco
7
Invesco
Georgia
$5.56M 489,576 +22,045 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.45M 391,250 +68,861 +21%
OCM
9
Oaktree Capital Management
California
$3.96M 348,674 +94,695 +37%
UBS Group
10
UBS Group
Switzerland
$3.29M 289,732 -10,581 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.63M 231,001 +4,962 +2%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.37M 208,892 +990 +0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.13M 187,025 +120,077 +179%
SFS
14
Shaker Financial Services
Virginia
$1.81M 159,035 -7,841 -5%
LPL Financial
15
LPL Financial
California
$1.76M 155,302 -4,776 -3%
AWM
16
Apollon Wealth Management
South Carolina
$1.74M 152,998 +392 +0.3%
Truist Financial
17
Truist Financial
North Carolina
$1.35M 119,062 +4,687 +4%
CWM
18
Circle Wealth Management
New Jersey
$1.3M 114,269 +4,486 +4%
PAS
19
Park Avenue Securities
New York
$1.24M 109,003 +109,003 New
RFC
20
Regions Financial Corp
Alabama
$1.14M 100,000 – –
Stifel Financial
21
Stifel Financial
Missouri
$1.11M 97,345 -5,416 -5%
Cohen & Steers
22
Cohen & Steers
New York
$1.1M 96,447 +96,447 New
AAM
23
Advisors Asset Management
Colorado
$967K 85,096 +35,309 +71%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$956K 84,186 +5,359 +7%
NCM
25
Next Capital Management
New York
$833K 73,319 -20,492 -22%
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