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EVN

Eaton Vance Municipal Income Trust
EVN

91 hedge funds and large institutions have $82.7M invested in Eaton Vance Municipal Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.52% less ownership

Funds ownership: 21.45% → 20.93% (-0.52%)

2% less capital invested

Capital invested by funds: $84.5M → $82.7M (-$1.88M)

5% less funds holding

Funds holding: 96 → 91 (-5)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
22
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$881K
2
AA
AQR Arbitrage
Connecticut
+$568K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$264K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$235K
5
DADC
D.A. Davidson & Co
Montana
+$204K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$986K
2
Morgan Stanley
Morgan Stanley
New York
-$684K
3
UBS Group
UBS Group
Switzerland
-$659K
4
LSC
Logan Stone Capital
Illinois
-$532K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$337K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
26
Moloney Securities Asset Management
Missouri
$956K +$45.9K +4,599 +5%
SPIA
27
Steward Partners Investment Advisory
New York
$921K -$1.06K -106 -0.1%
PAS
28
Park Avenue Securities
New York
$874K -$30.1K -3,018 -3%
DLG
29
Daniel L. Goodwin
$804K +$185K +18,550 +30%
CAN
30
Cetera Advisor Networks
California
$572K -$28K -2,812 -5%
Invesco
31
Invesco
Georgia
$506K -$9.14K -917 -2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$385K +$12.4K +1,239 +3%
EBWM
33
Eagle Bluffs Wealth Management
Missouri
$351K – – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$318K +$14.1K +1,417 +5%
CP
35
Camelot Portfolios
Ohio
$318K -$18.9K -1,895 -6%
Osaic Holdings
36
Osaic Holdings
Arizona
$318K +$6.76K +678 +2%
First Trust Advisors
37
First Trust Advisors
Illinois
$317K -$46.8K -4,690 -13%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$263K +$264K +26,449 New
Stifel Financial
39
Stifel Financial
Missouri
$240K – – –
XF
40
XML Financial
Maryland
$229K -$43.8K -4,390 -16%
DADC
41
D.A. Davidson & Co
Montana
$204K +$204K +20,472 New
NA
42
NewEdge Advisors
Louisiana
$199K -$9.47K -950 -5%
1WA
43
180 Wealth Advisors
Washington
$195K – – –
KWM
44
Kingsview Wealth Management
Oregon
$188K +$100 +10 +0.1%
KAS
45
Kestra Advisory Services
Texas
$182K -$18K -1,807 -9%
AIP
46
Almanack Investment Partners
Pennsylvania
$166K – – –
CAM
47
Cozad Asset Management
Illinois
$165K – – –
TPWM
48
Twelve Points Wealth Management
Massachusetts
$158K – – –
Baird Financial Group
49
Baird Financial Group
Wisconsin
$158K +$158K +15,864 New
LA
50
LexAurum Advisors
Kansas
$155K +$1.92K +192 +1%
1
2
3 4 5

EVN Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2023, worth a combined $82.7M — down 2.2% from $84.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EVN and 8 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 22 added.

The largest buyer was Truist Financial, adding an estimated $881K. The largest seller was Advisors Asset Management, cutting an estimated $986K.

  • 91 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2023, down from 96 in Q1 2023.
  • Funds reported $82.7M of Eaton Vance Municipal Income Trust stock for Q2 2023, down 2.2% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2023 and 12 closed out, a net change of -4 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2023 was Truist Financial, an estimated $881K added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2023 was Advisors Asset Management, an estimated $986K sold.

Based on aggregated 13F filings for Q2 2023.