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EFT

Eaton Vance Floating-Rate Income Trust

78 hedge funds and large institutions have $99.7M invested in Eaton Vance Floating-Rate Income Trust in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.54% more ownership

Funds ownership: 31.77%32.31% (+0.54%)

0% more funds holding

Funds holding: 7878 (0)

4% less capital invested

Capital invested by funds: $104M → $99.7M (-$4.09M)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
27
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.8M +$213K +17,443 +2%
Bank of America
2
Bank of America
North Carolina
$11.7M -$730K -59,866 -6%
Raymond James Financial
3
Raymond James Financial
Florida
$9.31M -$476K -39,082 -5%
AAM
4
Advisors Asset Management
Colorado
$6.63M +$551K +45,242 +9%
Invesco
5
Invesco
Georgia
$6.22M +$306K +25,116 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.76M +$15.8K +1,296 +0.3%
GC
7
Guggenheim Capital
Illinois
$5.51M -$758K -62,184 -12%
PAMP
8
Polar Asset Management Partners
Ontario, Canada
$4.99M +$113K +9,251 +2%
LPL Financial
9
LPL Financial
California
$3.22M -$440K -36,111 -12%
EFG
10
Ethos Financial Group
Pennsylvania
$2.67M +$29.5K +2,420 +1%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$2.51M +$388K +31,865 +18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.28M -$64.6K -5,299 -3%
AWM
13
Apollon Wealth Management
South Carolina
$1.69M +$5.88K +482 +0.3%
UBS Group
14
UBS Group
Switzerland
$1.68M -$3.33K -273 -0.2%
RAM
15
Readystate Asset Management
Illinois
$1.66M +$1.26M +103,012 +271%
NA
16
NewEdge Advisors
Louisiana
$1.46M +$13.5K +1,105 +0.9%
WAM
17
Wolverine Asset Management
Illinois
$1.4M +$603K +49,461 +71%
Cohen & Steers
18
Cohen & Steers
New York
$1.38M
MCM
19
MAI Capital Management
Ohio
$1.34M -$15.1K -1,238 -1%
RFC
20
Regions Financial Corp
Alabama
$1.3M -$118K -9,678 -8%
LCM
21
Landscape Capital Management
New Jersey
$1.15M -$231K -18,987 -16%
1CP
22
1607 Capital Partners
Virginia
$860K +$891K +73,100 New
VIA
23
Virtus Investment Advisers
Connecticut
$814K +$67.5K +5,535 +9%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$810K -$210K -17,203 -20%
GAMC
25
Garner Asset Management Corp
Texas
$768K +$70K +5,746 +10%

EFT Hedge Fund Activity: Q3 2025 in Review

78 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q3 2025, worth a combined $99.7M — down 3.9% from $104M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EFT positions and 14 closed out — a net gain of 1 holder — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Readystate Asset Management, adding an estimated $1.26M. The largest seller was Capital Investment Advisory Services, exiting entirely with an estimated $972K sold.

  • 78 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $99.7M of Eaton Vance Floating-Rate Income Trust stock for Q3 2025, down 3.9% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q3 2025 and 14 closed out, a net change of +1 holder.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q3 2025 was Readystate Asset Management, an estimated $1.26M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q3 2025 was Capital Investment Advisory Services, an estimated $972K sold.

Based on aggregated 13F filings for Q3 2025.