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EVN

Eaton Vance Municipal Income Trust
EVN

91 hedge funds and large institutions have $93.8M invested in Eaton Vance Municipal Income Trust in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

6% more funds holding

Funds holding: 86 → 91 (+5)

5% more capital invested

Capital invested by funds: $89.7M → $93.8M (+$4.09M)

0.27% more ownership

Funds ownership: 16.9% → 17.18% (+0.27%)

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
30
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$1.09M
2
PPA
Parametric Portfolio Associates
Washington
+$719K
3
COLIM
City of London Investment Management
United Kingdom
+$540K
4
Wells Fargo
Wells Fargo
California
+$493K
5
Bank of America
Bank of America
North Carolina
+$308K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$2.41M
2
GC
Guggenheim Capital
Illinois
-$868K
3
Invesco
Invesco
Georgia
-$676K
4
RCM
Rivernorth Capital Management
Florida
-$640K
5
AAM
Advisors Asset Management
Colorado
-$633K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$208K +$204K +15,072 New
WWMSC
52
Wagner Wealth Management (South Carolina)
South Carolina
$207K – – –
WT
53
Washington Trust
Rhode Island
$205K -$58.8K -4,350 -23%
CAM
54
Cozad Asset Management
Illinois
$201K +$197K +14,575 New
MCC
55
Money Concepts Capital
Florida
$185K – – –
US Bancorp
56
US Bancorp
Minnesota
$179K – – –
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$176K +$17.7K +1,308 +11%
OC
58
Oppenheimer & Co
New York
$167K – – –
NFG
59
Next Financial Group
Texas
$153K +$144K +10,628 +2,326%
HI
60
Harbour Investments
Wisconsin
$144K +$141K +10,421 New
ICMP
61
Integrated Capital Management (Pennsylvania)
Pennsylvania
$142K +$139K +10,291 New
SRC
62
Shufro Rose & Co
New York
$138K – – –
CWM
63
Collaborative Wealth Management
Florida
$133K +$152K +11,226 New
S
64
SignatureFD
Georgia
$117K – – –
AIM
65
Arcadia Investment Management
Michigan
$113K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$87K – – –
AF
67
Allworth Financial
California
$86K +$84.4K +6,250 New
CFGS
68
Concourse Financial Group Securities
Alabama
$85K +$24.1K +1,784 +41%
FIA
69
FNY Investment Advisers
New York
$85K +$71.5K +5,297 +605%
SWM
70
Spire Wealth Management
Virginia
$63K +$61.6K +4,560 New
NSIM
71
North Star Investment Management
Illinois
$53K – – –
IAIM
72
International Assets Investment Management
Florida
$43K – – –
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$43K +$42K +3,111 New
AWC
74
Abundance Wealth Counselors
Pennsylvania
$41K +$39.9K +2,952 New
AIC
75
Archer Investment Corporation
Indiana
$35.8K – – –
1 2
3
4

EVN Hedge Fund Activity: Q1 2021 in Review

91 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q1 2021, worth a combined $93.8M — up 4.6% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVN positions and 8 closed out — a net gain of 7 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.09M. The largest seller was Kestra Advisory Services, cutting an estimated $2.41M.

  • 91 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q1 2021, up from 86 in Q4 2020.
  • Funds reported $93.8M of Eaton Vance Municipal Income Trust stock for Q1 2021, up 4.6% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Municipal Income Trust positions in Q1 2021 and 8 closed out, a net change of +7 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q1 2021 was 1607 Capital Partners, an estimated $1.09M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q1 2021 was Kestra Advisory Services, an estimated $2.41M sold.

Based on aggregated 13F filings for Q1 2021.