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EFT

Eaton Vance Floating-Rate Income Trust

78 hedge funds and large institutions have $104M invested in Eaton Vance Floating-Rate Income Trust in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $98.7M → $104M (+$5.13M)

2.04% more ownership

Funds ownership: 29.73%31.77% (+2%)

0% more funds holding

Funds holding: 7878 (0)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.1M -$681K -56,391 -5%
Morgan Stanley
2
Morgan Stanley
New York
$12.3M -$4.21M -348,202 -26%
Raymond James Financial
3
Raymond James Financial
Florida
$10.4M +$770K +63,716 +8%
GC
4
Guggenheim Capital
Illinois
$6.61M -$328K -27,140 -5%
AAM
5
Advisors Asset Management
Colorado
$6.46M +$299K +24,766 +5%
Invesco
6
Invesco
Georgia
$6.29M +$1.13M +93,272 +23%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.95M -$111K -9,209 -2%
PAMP
8
Polar Asset Management Partners
Ontario, Canada
$5.18M +$5.02M +415,055 New
LPL Financial
9
LPL Financial
California
$3.87M +$321K +26,525 +9%
EFG
10
Ethos Financial Group
Pennsylvania
$2.8M +$44.9K +3,714 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.49M -$190K -15,762 -7%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$2.26M +$731K +60,474 +50%
AWM
13
Apollon Wealth Management
South Carolina
$1.78M -$108K -8,954 -6%
UBS Group
14
UBS Group
Switzerland
$1.78M -$26.9K -2,230 -2%
NA
15
NewEdge Advisors
Louisiana
$1.53M +$1.46M +120,562 +6,028%
RFC
16
Regions Financial Corp
Alabama
$1.5M -$121K -10,000 -8%
Cohen & Steers
17
Cohen & Steers
New York
$1.46M +$363K +30,000 +34%
LCM
18
Landscape Capital Management
New Jersey
$1.45M +$1.15M +95,333 +452%
MCM
19
MAI Capital Management
Ohio
$1.44M -$59K -4,883 -4%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$1.07M -$12.2K -1,006 -1%
CIAS
21
Capital Investment Advisory Services
North Carolina
$972K -$21.7K -1,792 -2%
WAM
22
Wolverine Asset Management
Illinois
$867K +$575K +47,552 +217%
Wells Fargo
23
Wells Fargo
California
$866K +$184K +15,246 +28%
VIA
24
Virtus Investment Advisers
Connecticut
$794K -$133K -10,971 -15%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$759K +$29.3K +2,425 +4%

EFT Hedge Fund Activity: Q2 2025 in Review

78 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q2 2025, worth a combined $104M — up 5.2% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EFT positions and 7 closed out — a net gain of 1 holder — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $5.02M. The largest seller was Morgan Stanley, cutting an estimated $4.21M.

  • 78 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $104M of Eaton Vance Floating-Rate Income Trust stock for Q2 2025, up 5.2% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q2 2025 and 7 closed out, a net change of +1 holder.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q2 2025 was Polar Asset Management Partners, an estimated $5.02M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q2 2025 was Morgan Stanley, an estimated $4.21M sold.

Based on aggregated 13F filings for Q2 2025.