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EVN

Eaton Vance Municipal Income Trust
EVN

96 hedge funds and large institutions have $84.5M invested in Eaton Vance Municipal Income Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.81% less ownership

Funds ownership: 23.26% → 21.45% (-1.8%)

5% less funds holding

Funds holding: 101 → 96 (-5)

7% less capital invested

Capital invested by funds: $91.3M → $84.5M (-$6.75M)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
26
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$565K
2
Wells Fargo
Wells Fargo
California
+$469K
3
VanEck Associates
VanEck Associates
New York
+$426K
4
MWM
Melfa Wealth Management
Massachusetts
+$322K
5
Walleye Capital
Walleye Capital
New York
+$246K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2.78M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.93M
3
RJA
Raymond James & Associates
Florida
-$1.47M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$832K
5
WAM
Wolverine Asset Management
Illinois
-$646K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$865K +$1.36K +132 +0.2%
DLG
27
Daniel L. Goodwin
$631K +$116K +11,300 +22%
CAN
28
Cetera Advisor Networks
California
$611K -$78.9K -7,680 -11%
LSC
29
Logan Stone Capital
Illinois
$532K -$98.1K -9,548 -15%
Invesco
30
Invesco
Georgia
$524K +$19.2K +1,872 +4%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$379K +$12.7K +1,239 +3%
First Trust Advisors
32
First Trust Advisors
Illinois
$370K -$13.4K -1,305 -3%
EBWM
33
Eagle Bluffs Wealth Management
Missouri
$357K – – –
CP
34
Camelot Portfolios
Ohio
$343K +$32.6K +3,174 +10%
Osaic Holdings
35
Osaic Holdings
Arizona
$316K -$110K -10,692 -26%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$310K -$21.6K -2,107 -6%
XF
37
XML Financial
Maryland
$277K +$45.1K +4,390 +19%
Truist Financial
38
Truist Financial
North Carolina
$274K -$24.4K -2,378 -8%
ACA
39
Ackerman Capital Advisors
Texas
$271K -$411 -40 -0.1%
Stifel Financial
40
Stifel Financial
Missouri
$245K +$1.36K +132 +0.5%
Walleye Capital
41
Walleye Capital
New York
$243K +$246K +23,964 New
LCM
42
Landscape Capital Management
New Jersey
$217K -$77.7K -7,562 -26%
NA
43
NewEdge Advisors
Louisiana
$210K +$23.6K +2,300 +12%
KAS
44
Kestra Advisory Services
Texas
$204K +$2.23K +217 +1%
1WA
45
180 Wealth Advisors
Washington
$196K – – –
KWM
46
Kingsview Wealth Management
Oregon
$191K -$12.8K -1,250 -6%
AIP
47
Almanack Investment Partners
Pennsylvania
$169K – – –
CAM
48
Cozad Asset Management
Illinois
$168K – – –
TPWM
49
Twelve Points Wealth Management
Massachusetts
$161K – – –
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$159K +$6.21K +605 +4%
1
2
3 4 5

EVN Hedge Fund Activity: Q1 2023 in Review

96 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q1 2023, worth a combined $84.5M — down 7.4% from $91.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EVN and 8 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 26 added.

The largest buyer was Advisors Asset Management, adding an estimated $565K. The largest seller was Guggenheim Capital, cutting an estimated $2.78M.

  • 96 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q1 2023, down from 101 in Q4 2022.
  • Funds reported $84.5M of Eaton Vance Municipal Income Trust stock for Q1 2023, down 7.4% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Income Trust positions in Q1 2023 and 13 closed out, a net change of -5 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q1 2023 was Advisors Asset Management, an estimated $565K added.
  • The largest Eaton Vance Municipal Income Trust seller in Q1 2023 was Guggenheim Capital, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2023.