We are live on ! Find out more
EVN

Eaton Vance Municipal Income Trust

89 hedge funds and large institutions have $74.2M invested in Eaton Vance Municipal Income Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 20.93%20.98% (+0.05%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

2% less funds holding

Funds holding: 9189 (-2)

10% less capital invested

Capital invested by funds: $82.7M → $74.2M (-$8.49M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
25
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$979K -$493K -51,064 -32%
SPIA
27
Steward Partners Investment Advisory
New York
$864K +$43.1K +4,463 +5%
PMG
28
ProVise Management Group
Florida
$830K -$188K -19,419 -17%
PAS
29
Park Avenue Securities
New York
$830K +$52K +5,379 +6%
DLG
30
Daniel L. Goodwin
$760K +$43.5K +4,500 +6%
Osaic Holdings
31
Osaic Holdings
Arizona
$578K +$319K +32,989 +103%
CAN
32
Cetera Advisor Networks
California
$502K -$10.9K -1,124 -2%
Invesco
33
Invesco
Georgia
$403K -$54.2K -5,607 -11%
XF
34
XML Financial
Maryland
$325K +$130K +13,500 +59%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$296K -$52.1K -5,396 -14%
EBWM
36
Eagle Bluffs Wealth Management
Missouri
$262K -$56.3K -5,829 -17%
First Trust Advisors
37
First Trust Advisors
Illinois
$237K -$50.7K -5,250 -16%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$232K -$3.85K -398 -2%
Stifel Financial
39
Stifel Financial
Missouri
$221K +$6.67K +690 +3%
CP
40
Camelot Portfolios
Ohio
$198K -$94.1K -9,740 -30%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$187K -$106K -10,973 -34%
DADC
42
D.A. Davidson & Co
Montana
$182K
1WA
43
180 Wealth Advisors
Washington
$172K
KWM
44
Kingsview Wealth Management
Oregon
$169K +$261 +27 +0.1%
LCM
45
Landscape Capital Management
New Jersey
$166K +$52.6K +5,445 +41%
CPIG
46
Chicago Partners Investment Group
Illinois
$163K +$82.6K +8,550 +84%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$158K +$66.8K +6,912 +64%
NA
48
NewEdge Advisors
Louisiana
$156K -$24.2K -2,500 -13%
KAS
49
Kestra Advisory Services
Texas
$156K -$8.22K -851 -5%
Cohen & Steers
50
Cohen & Steers
New York
$154K +$96.6K +10,000 +138%

EVN Hedge Fund Activity: Q3 2023 in Review

89 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2023, worth a combined $74.2M — down 10% from $82.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVN and 6 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 25 added.

The largest buyer was AQR Arbitrage, adding an estimated $1.37M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.54M.

  • 89 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2023, down from 91 in Q2 2023.
  • Funds reported $74.2M of Eaton Vance Municipal Income Trust stock for Q3 2023, down 10% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2023 was AQR Arbitrage, an estimated $1.37M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2023 was Hennion & Walsh Asset Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2023.