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EFT

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
+$2.89M
2
LPL Financial
LPL Financial
California
+$1.54M
3
Raymond James Financial
Raymond James Financial
Florida
+$1.53M
4
CIAS
Capital Investment Advisory Services
North Carolina
+$1.04M
5
VIA
Virtus Investment Advisers
Connecticut
+$975K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.98M
2
VEA
Virtus ETF Advisers
New York
-$707K
3
GC
Guggenheim Capital
Illinois
-$615K
4
Morgan Stanley
Morgan Stanley
New York
-$568K
5
SFS
Shaker Financial Services
Virginia
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.8M -$568K -43,470 -3%
Bank of America
2
Bank of America
North Carolina
$13.9M -$2.98M -227,588 -17%
Raymond James Financial
3
Raymond James Financial
Florida
$9.62M +$1.53M +117,342 +18%
GC
4
Guggenheim Capital
Illinois
$6.99M -$615K -47,001 -8%
AAM
5
Advisors Asset Management
Colorado
$6.19M -$51.7K -3,952 -0.8%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.1M +$965K +73,802 +18%
Invesco
7
Invesco
Georgia
$5.15M +$196K +15,009 +4%
LPL Financial
8
LPL Financial
California
$3.56M +$1.54M +117,717 +71%
EFG
9
Ethos Financial Group
Pennsylvania
$2.77M +$2.89M +220,923 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.7M -$176K -13,440 -6%
AWM
11
Apollon Wealth Management
South Carolina
$1.91M +$239K +18,277 +14%
UBS Group
12
UBS Group
Switzerland
$1.82M -$96.9K -7,409 -5%
RFC
13
Regions Financial Corp
Alabama
$1.63M -$196K -15,000 -10%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$1.52M +$106K +8,085 +7%
MCM
15
MAI Capital Management
Ohio
$1.51M +$10K +768 +0.6%
Cohen & Steers
16
Cohen & Steers
New York
$1.09M – – –
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$1.09M -$46.9K -3,586 -4%
CIAS
18
Capital Investment Advisory Services
North Carolina
$1,000K +$1.04M +79,677 New
VIA
19
Virtus Investment Advisers
Connecticut
$936K +$975K +74,571 New
GAMC
20
Garner Asset Management Corp
Texas
$826K -$63.5K -4,855 -7%
MHIC
21
Marble Harbor Investment Counsel
Massachusetts
$786K -$291K -22,233 -26%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$733K +$307K +23,462 +67%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$728K -$27.2K -2,077 -3%
Wells Fargo
24
Wells Fargo
California
$680K -$73.5K -5,624 -9%
Lido Advisors
25
Lido Advisors
California
$565K – – –
1
2 3 4

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.