EOT

Eaton Vance National Municipal Opportunities Trust
EOT

Overview Fund Activity

45 hedge funds and large institutions have $52.8M 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
Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.61%
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
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.9M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.17M
3
GC
Guggenheim Capital
Illinois
+$512K
4
Morgan Stanley
Morgan Stanley
New York
+$493K
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$436K

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$386K
2
UBS Group
UBS Group
Switzerland
-$308K
3
LSC
Logan Stone Capital
Illinois
-$287K
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
-$207K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$196K
Name Holding Trade Value Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$9.92M +$256K +15,400 +3%
UBS Group
2
UBS Group
Switzerland
$5.57M -$308K -18,480 -5%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.02M +$1.9M +114,219 +61%
GC
4
Guggenheim Capital
Illinois
$4.7M +$512K +30,745 +12%
Raymond James Financial
5
Raymond James Financial
Florida
$3.77M +$124K +7,418 +3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$3.34M +$1.17M +70,128 +54%
Morgan Stanley
7
Morgan Stanley
New York
$2.66M +$493K +29,614 +23%
AIM
8
AHL Investment Management
Florida
$1.8M +$166K +9,963 +10%
VanEck Associates
9
VanEck Associates
New York
$1.58M +$3.55K +213 +0.2%
Bank of America
10
Bank of America
North Carolina
$1.5M +$19K +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 +$157K +9,420 +13%
Wells Fargo
14
Wells Fargo
California
$952K -$4.68K -281 -0.5%
LPL Financial
15
LPL Financial
California
$949K +$176K +10,559 +23%
LFS
16
Legacy Financial Strategies
Kansas
$538K -$28.3K -1,702 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$490K +$89.2K +5,354 +22%
Ameriprise
18
Ameriprise
Minnesota
$463K -$81.6K -4,901 -15%
WAM
19
Wolverine Asset Management
Illinois
$436K +$259K +15,579 +147%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$436K +$436K +25,857 New
FAM
21
Formidable Asset Management
Ohio
$351K +$351K +21,100 New
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$337K – – –
CIA
23
Concurrent Investment Advisors
Florida
$296K +$7.59K +456 +3%
NA
24
NewEdge Advisors
Louisiana
$277K +$277K +16,630 New
ACA
25
Ackerman Capital Advisors
Texas
$275K +$43.6K +2,616 +19%
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