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EFT

Eaton Vance Floating-Rate Income Trust

86 hedge funds and large institutions have $98.8M invested in Eaton Vance Floating-Rate Income Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.47% less ownership

Funds ownership: 36.54%35.07% (-1.5%)

8% less funds holding

Funds holding: 9386 (-7)

9% less capital invested

Capital invested by funds: $108M → $98.8M (-$9.22M)

34% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 35

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
86
Holders Change
-7
Holders Change %
-7.53%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.6M -$528K -47,503 -5%
Bank of America
2
Bank of America
North Carolina
$9.01M +$1.51M +135,373 +19%
1CP
3
1607 Capital Partners
Virginia
$8.83M +$258K +23,214 +3%
Raymond James Financial
4
Raymond James Financial
Florida
$7.77M +$774K +69,583 +11%
AAM
5
Advisors Asset Management
Colorado
$5.88M +$112K +10,071 +2%
Invesco
6
Invesco
Georgia
$5.46M -$336K -30,227 -6%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$4.92M +$5.1M +458,217 New
GC
8
Guggenheim Capital
Illinois
$4.67M -$157K -14,092 -3%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$2.77M +$189K +16,989 +7%
TP
10
Thayer Partners
Pennsylvania
$2.5M -$68.4K -6,149 -3%
LSC
11
Logan Stone Capital
Illinois
$2.33M -$584K -52,484 -19%
WAM
12
Wolverine Asset Management
Illinois
$2.29M +$35.6K +3,204 +2%
EFG
13
Ethos Financial Group
Pennsylvania
$2.23M
Wells Fargo
14
Wells Fargo
California
$1.87M +$1.4M +126,212 +264%
IA
15
Icon Advisers
Colorado
$1.83M +$222K +19,943 +13%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$1.71M -$123K -11,047 -6%
Cohen & Steers
17
Cohen & Steers
New York
$1.58M +$334K +30,000 +26%
KFAS
18
Keating Financial Advisory Services
Kansas
$1.46M +$765K +68,717 +101%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.42M -$285K -25,607 -16%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.42M +$278K +24,980 +23%
LPL Financial
21
LPL Financial
California
$1.38M -$434K -39,041 -23%
MCM
22
MAI Capital Management
Ohio
$1.18M -$26.9K -2,415 -2%
UBS Group
23
UBS Group
Switzerland
$1.16M -$162K -14,534 -12%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.1M -$937K -84,213 -45%
LCM
25
Landscape Capital Management
New Jersey
$883K -$518K -46,556 -36%

EFT Hedge Fund Activity: Q1 2026 in Review

86 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q1 2026, worth a combined $98.8M — down 8.5% from $108M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EFT and 8 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 23 added.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $5.1M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.67M sold.

  • 86 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q1 2026, down from 93 in Q4 2025.
  • Funds reported $98.8M of Eaton Vance Floating-Rate Income Trust stock for Q1 2026, down 8.5% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q1 2026 and 13 closed out, a net change of -5 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q1 2026 was Loomis, Sayles & Company, an estimated $5.1M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q1 2026 was Rivernorth Capital Management, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2026.