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EVN

Eaton Vance Municipal Income Trust

84 hedge funds and large institutions have $87.5M invested in Eaton Vance Municipal Income Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 25 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: 11 (0)

1% less capital invested

Capital invested by funds: $88.3M → $87.5M (-$724K)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

1.18% less ownership

Funds ownership: 21.51%20.33% (-1.2%)

7% less funds holding

Funds holding: 9084 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
24
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
26
ProVise Management Group
Florida
$1.02M +$23.2K +2,167 +2%
SPIA
27
Steward Partners Investment Advisory
New York
$996K +$10.1K +939 +1%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$956K +$2.15K +201 +0.2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$924K -$10.1K -944 -1%
Invesco
30
Invesco
Georgia
$737K +$482K +44,967 +202%
IIM
31
InTrack Investment Management
Vermont
$714K -$310K -28,929 -31%
Stifel Financial
32
Stifel Financial
Missouri
$668K +$162K +15,101 +33%
SA
33
Sanctuary Advisors
Indiana
$482K +$172K +16,000 +53%
Truist Financial
34
Truist Financial
North Carolina
$425K +$654 +61 +0.2%
GP
35
Gridiron Partners
Pennsylvania
$419K
NA
36
NewEdge Advisors
Louisiana
$399K +$64.9K +6,050 +20%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$371K -$28.3K -2,641 -7%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$284K -$12.5K -1,165 -4%
HighTower Advisors
39
HighTower Advisors
Illinois
$231K +$226K +21,113 New
DADC
40
D.A. Davidson & Co
Montana
$230K +$3.16K +295 +1%
AWA
41
Arkadios Wealth Advisors
Georgia
$212K -$132K -12,356 -39%
CPIG
42
Chicago Partners Investment Group
Illinois
$207K +$204 +19 +0.1%
1WA
43
180 Wealth Advisors
Washington
$207K
CP
44
Camelot Portfolios
Ohio
$202K -$118K -11,046 -37%
ICMP
45
Integrated Capital Management (Pennsylvania)
Pennsylvania
$201K +$11 +1 +0%
EFG
46
Ethos Financial Group
Pennsylvania
$183K
LA
47
LexAurum Advisors
Kansas
$183K +$2.52K +235 +1%
KWM
48
Kingsview Wealth Management
Oregon
$182K
CAM
49
Cozad Asset Management
Illinois
$182K
TPWM
50
Twelve Points Wealth Management
Massachusetts
$174K

EVN Hedge Fund Activity: Q3 2024 in Review

84 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2024, worth a combined $87.5M — down 0.82% from $88.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EVN and 7 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 24 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.17M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $4.12M sold.

  • 84 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2024, down from 90 in Q2 2024.
  • Funds reported $87.5M of Eaton Vance Municipal Income Trust stock for Q3 2024, down 0.82% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2024 and 13 closed out, a net change of -6 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $2.17M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2024 was Rivernorth Capital Management, an estimated $4.12M sold.

Based on aggregated 13F filings for Q3 2024.