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EOT

Eaton Vance National Municipal Opportunities Trust

47 hedge funds and large institutions have $60.6M invested in Eaton Vance National Municipal Opportunities Trust in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $58.5M → $60.6M (+$2.1M)

0.55% more ownership

Funds ownership: 22.1%22.65% (+0.55%)

10% less funds holding

Funds holding: 5247 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
18
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$441K -$35.2K -2,019 -7%
STA
27
Summit Trail Advisors
New York
$438K +$446K +25,582 New
BEI
28
Benjamin Edwards Inc
Missouri
$386K
Baird Financial Group
29
Baird Financial Group
Wisconsin
$383K +$3.61K +207 +0.9%
HighTower Advisors
30
HighTower Advisors
Illinois
$307K +$34.8K +1,996 +13%
NA
31
NewEdge Advisors
Louisiana
$302K -$34.9K -2,000 -10%
CEFA
32
Closed-End Fund Advisors
Virginia
$203K
SPIA
33
Steward Partners Investment Advisory
New York
$197K +$25.4K +1,459 +15%
Creative Planning
34
Creative Planning
Kansas
$195K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$190K +$1.22K +70 +0.6%
CCG
36
Catalina Capital Group
California
$177K -$418 -24 -0.2%
MA
37
Mutual Advisors
Nebraska
$171K -$80.2K -4,600 -32%
AA
38
Ancora Advisors
Ohio
$131K
MFC
39
Mechanics Financial Corp
Ohio
$85.6K
FFA
40
Farther Finance Advisors
California
$82.3K +$66.8K +3,830 +383%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$55.6K -$29K -1,666 -34%
PTC
42
Private Trust Company
Ohio
$51.4K
CFFP
43
Center for Financial Planning
Michigan
$34.2K
RIL
44
Rothschild Investment LLC
Illinois
$22.3K
OWP
45
ORG Wealth Partners
Texas
$10.5K
TCOT
46
Trust Company of Toledo
Ohio
$3.94K
Osaic Holdings
47
Osaic Holdings
Arizona
$1.72K -$33.2K -1,905 -95%
Citadel Advisors
48
Citadel Advisors
Florida
-$261K -15,423 Closed
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
-$185K -10,925 Closed
NWMP
50
Noble Wealth Management PBC
Colorado
-$123K -7,300 Closed

EOT Hedge Fund Activity: Q1 2026 in Review

47 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2026, worth a combined $60.6M — up 3.6% from $58.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EOT and 1 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 18 added.

The largest buyer was Jones Financial Companies, adding an estimated $904K. The largest seller was Fiera Capital (Canada), cutting an estimated $887K.

  • 47 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2026, down from 52 in Q4 2025.
  • Funds reported $60.6M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2026, up 3.6% quarter-over-quarter.
  • 1 fund opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2026 and 6 closed out, a net change of -5 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2026 was Jones Financial Companies, an estimated $904K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2026 was Fiera Capital (Canada), an estimated $887K sold.

Based on aggregated 13F filings for Q1 2026.