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EOT

Eaton Vance National Municipal Opportunities Trust
EOT

46 hedge funds and large institutions have $53.4M invested in Eaton Vance National Municipal Opportunities Trust in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

5% more capital invested

Capital invested by funds: $50.9M → $53.4M (+$2.48M)

0.5% more ownership

Funds ownership: 20.05% → 20.55% (+0.5%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 47 → 46 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.09M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$981K
3
Raymond James Financial
Raymond James Financial
Florida
+$816K
4
LPL Financial
LPL Financial
California
+$608K
5
Invesco
Invesco
Georgia
+$433K

Top Sellers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
-$1.46M
2
UBS Group
UBS Group
Switzerland
-$785K
3
1CP
1607 Capital Partners
Virginia
-$480K
4
AIM
AHL Investment Management
Florida
-$325K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
26
HRT Financial
New York
$296K +$291K +17,822 New
HighTower Advisors
27
HighTower Advisors
Illinois
$265K – – –
AA
28
Ancora Advisors
Ohio
$241K – – –
WIA
29
World Investment Advisors
California
$232K +$227K +13,913 New
Creative Planning
30
Creative Planning
Kansas
$198K – – –
WAM
31
Wolverine Asset Management
Illinois
$195K +$118K +7,219 +160%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$186K +$1.16K +71 +0.6%
CCG
33
Catalina Capital Group
California
$171K – – –
MA
34
Mutual Advisors
Nebraska
$167K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$135K +$39.4K +2,412 +42%
NWMP
36
Noble Wealth Management PBC
Colorado
$121K +$119K +7,300 New
CFFP
37
Center for Financial Planning
Michigan
$99.8K +$98.1K +6,000 New
MFC
38
Mechanics Financial Corp
Ohio
$83.2K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$81.1K +$79.7K +4,875 New
PTC
40
Private Trust Company
Ohio
$49.9K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$33.3K +$16 +1 +0%
RIL
42
Rothschild Investment LLC
Illinois
$21.6K -$89.9K -5,500 -81%
FFA
43
Farther Finance Advisors
California
$16.6K – – –
OWP
44
ORG Wealth Partners
Texas
$10.2K – – –
WSFS
45
Wilmington Savings Fund Society
Delaware
$10K – – –
TCOT
46
Trust Company of Toledo
Ohio
$3.83K – – –
RPGK
47
Retirement Planning Group (Kansas)
Kansas
– -$1.46M -89,754 Closed
AIM
48
AHL Investment Management
Florida
– -$325K -20,000 Closed
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
– -$322K -19,822 Closed
SIMG
50
Sonora Investment Management Group
Arizona
– -$219K -13,500 Closed
1
2
3

EOT Hedge Fund Activity: Q3 2025 in Review

46 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2025, worth a combined $53.4M — up 4.9% from $50.9M a quarter earlier.

Fund positioning in EOT was balanced in Q3 2025: 6 funds opened new positions, 6 closed out, 18 added to existing stakes and 6 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.09M. The largest seller was Retirement Planning Group (Kansas), exiting entirely with an estimated $1.46M sold.

  • 46 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2025, down from 47 in Q2 2025.
  • Funds reported $53.4M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2025, up 4.9% quarter-over-quarter.
  • 6 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2025 and 6 closed out, a net change of 0 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2025 was Guggenheim Capital, an estimated $1.09M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2025 was Retirement Planning Group (Kansas), an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2025.