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EOT

Eaton Vance National Municipal Opportunities Trust

46 hedge funds and large institutions have $53M invested in Eaton Vance National Municipal Opportunities Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

13% more capital invested

Capital invested by funds: $47M → $53M (+$5.97M)

2.08% more ownership

Funds ownership: 18.26%20.34% (+2.1%)

4% less funds holding

Funds holding: 4846 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$9.92M +$259K +15,400 +3%
UBS Group
2
UBS Group
Switzerland
$5.57M -$311K -18,480 -5%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.02M +$1.92M +114,219 +61%
GC
4
Guggenheim Capital
Illinois
$4.7M +$517K +30,745 +12%
Raymond James Financial
5
Raymond James Financial
Florida
$3.77M +$125K +7,418 +3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$3.34M +$1.18M +70,128 +54%
Morgan Stanley
7
Morgan Stanley
New York
$2.66M +$498K +29,614 +23%
AIM
8
AHL Investment Management
Florida
$1.8M +$167K +9,963 +10%
VanEck Associates
9
VanEck Associates
New York
$1.58M +$3.58K +213 +0.2%
Bank of America
10
Bank of America
North Carolina
$1.5M +$19.2K +1,143 +1%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$1.49M
MWM
12
Melfa Wealth Management
Massachusetts
$1.43M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.35M +$158K +9,420 +13%
Wells Fargo
14
Wells Fargo
California
$952K -$4.72K -281 -0.5%
LPL Financial
15
LPL Financial
California
$949K +$177K +10,559 +23%
LFS
16
Legacy Financial Strategies
Kansas
$538K -$28.6K -1,702 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$490K +$90K +5,354 +22%
Ameriprise
18
Ameriprise
Minnesota
$463K -$82.3K -4,901 -15%
WAM
19
Wolverine Asset Management
Illinois
$436K +$262K +15,579 +147%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$436K +$434K +25,857 New
FAM
21
Formidable Asset Management
Ohio
$351K +$355K +21,100 New
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$337K
CIA
23
Concurrent Investment Advisors
Florida
$296K +$7.66K +456 +3%
NA
24
NewEdge Advisors
Louisiana
$277K +$279K +16,630 New
ACA
25
Ackerman Capital Advisors
Texas
$275K +$44K +2,616 +19%

EOT Hedge Fund Activity: Q1 2025 in Review

46 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2025, worth a combined $53M — up 13% from $47M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EOT and 7 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 18 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.92M. The largest seller was Nomura Holdings, exiting entirely with an estimated $386K sold.

  • 46 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2025, down from 48 in Q4 2024.
  • Funds reported $53M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2025, up 13% quarter-over-quarter.
  • 7 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2025 was Hennion & Walsh Asset Management, an estimated $1.92M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2025 was Nomura Holdings, an estimated $386K sold.

Based on aggregated 13F filings for Q1 2025.