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EVN

Eaton Vance Municipal Income Trust

90 hedge funds and large institutions have $88.3M invested in Eaton Vance Municipal Income Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.59% less ownership

Funds ownership: 22.1%21.51% (-0.59%)

2% less capital invested

Capital invested by funds: $89.6M → $88.3M (-$1.36M)

5% less funds holding

Funds holding: 9590 (-5)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
24
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
26
InTrack Investment Management
Vermont
$973K +$410K +40,712 +76%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$966K -$225K -22,339 -19%
PMG
28
ProVise Management Group
Florida
$940K +$219K +21,750 +32%
SPIA
29
Steward Partners Investment Advisory
New York
$930K -$1.47K -146 -0.2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$900K -$11.2K -1,111 -1%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$881K -$204K -20,282 -19%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$787K -$74K -7,350 -9%
KIM
33
Karpus Investment Management
New York
$692K -$75.4K -7,483 -10%
Stifel Financial
34
Stifel Financial
Missouri
$474K +$283K +28,134 +160%
Truist Financial
35
Truist Financial
North Carolina
$400K -$740K -73,498 -66%
GP
36
Gridiron Partners
Pennsylvania
$395K -$16.5K -1,640 -4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$377K +$113K +11,182 +44%
AWA
38
Arkadios Wealth Advisors
Georgia
$328K +$319K +31,704 New
NA
39
NewEdge Advisors
Louisiana
$314K +$130K +12,920 +74%
CP
40
Camelot Portfolios
Ohio
$305K +$94.8K +9,413 +47%
SA
41
Sanctuary Advisors
Indiana
$299K +$306K +30,393 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$280K +$165K +16,362 +153%
Invesco
43
Invesco
Georgia
$230K +$224K +22,244 New
DADC
44
D.A. Davidson & Co
Montana
$214K +$1.85K +184 +0.9%
Nomura Holdings
45
Nomura Holdings
Japan
$209K
CPIG
46
Chicago Partners Investment Group
Illinois
$206K +$1.22K +121 +0.6%
1WA
47
180 Wealth Advisors
Washington
$198K -$1.69K -168 -0.9%
ICMP
48
Integrated Capital Management (Pennsylvania)
Pennsylvania
$190K +$18K +1,786 +11%
EFG
49
Ethos Financial Group
Pennsylvania
$173K
KWM
50
Kingsview Wealth Management
Oregon
$172K

EVN Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2024, worth a combined $88.3M — down 1.5% from $89.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EVN and 8 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $1.61M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $1.57M sold.

  • 90 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2024, down from 95 in Q1 2024.
  • Funds reported $88.3M of Eaton Vance Municipal Income Trust stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2024 and 10 closed out, a net change of -2 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2024 was Morgan Stanley, an estimated $1.61M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2024 was Logan Stone Capital, an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2024.