EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

91 hedge funds and large institutions have $129M invested in Eaton Vance Floating-Rate Income Trust in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
24
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIG
1
Kennedy Investment Group
New Jersey
$4.66M
2
SFG
2
Sather Financial Group
Texas
$3.63M
3
1CP
3
1607 Capital Partners
Virginia
$2.99M
4
RCM
4
Rivernorth Capital Management
Florida
$2.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.1M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$167K
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$302K
3
GC
3
Guggenheim Capital
Illinois
$6.2M
4
RJA
4
Raymond James & Associates
Florida
$7.34M
5
CWM
5
Circle Wealth Management
New Jersey
$401K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17.8M 1,604,909 -73,369 -4%
Morgan Stanley
2
Morgan Stanley
New York
$15.1M 1,364,439 +168,160 +14%
RCG
3
Rock Creek Group
District of Columbia
$13.8M 1,427,959 +26,452 +2%
RJA
4
Raymond James & Associates
Florida
$7.34M 661,698 -87,024 -12%
GC
5
Guggenheim Capital
Illinois
$6.2M 559,034 -90,736 -14%
MHIC
6
Marble Harbor Investment Counsel
Massachusetts
$6.04M 544,188 +8,395 +2%
Invesco
7
Invesco
Georgia
$5.99M 539,866 +50,290 +10%
KIG
8
Kennedy Investment Group
New Jersey
$4.66M 420,117 +420,117 New
OCM
9
Oaktree Capital Management
California
$4.65M 419,051 +70,377 +20%
SFG
10
Sather Financial Group
Texas
$3.63M 326,977 +326,977 New
1CP
11
1607 Capital Partners
Virginia
$2.99M 269,900 +269,900 New
UBS Group
12
UBS Group
Switzerland
$2.96M 266,895 -22,837 -8%
RCM
13
Rivernorth Capital Management
Florida
$2.7M 243,868 +243,868 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.47M 223,020 -7,981 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.95M 176,065 -10,960 -6%
SFS
16
Shaker Financial Services
Virginia
$1.82M 163,353 +4,318 +3%
Cohen & Steers
17
Cohen & Steers
New York
$1.7M 153,496 +57,049 +59%
AAM
18
Advisors Asset Management
Colorado
$1.57M 141,547 +56,451 +66%
LPL Financial
19
LPL Financial
California
$1.57M 141,491 -13,811 -9%
AWM
20
Apollon Wealth Management
South Carolina
$1.43M 129,270 -23,728 -16%
HSA
21
HBK Sorce Advisory
Pennsylvania
$1.37M 123,606 +57,318 +86%
SIA
22
Sit Investment Associates
Minnesota
$1.19M 107,407 +107,407 New
PAS
23
Park Avenue Securities
New York
$1.11M 100,352 -8,651 -8%
Truist Financial
24
Truist Financial
North Carolina
$1.11M 100,044 -19,018 -16%
NCM
25
Next Capital Management
New York
$1.03M 93,219 +19,900 +27%
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