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EVN

Eaton Vance Municipal Income Trust
EVN

100 hedge funds and large institutions have $89.4M invested in Eaton Vance Municipal Income Trust in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

19% more funds holding

Funds holding: 84 → 100 (+16)

0.46% less ownership

Funds ownership: 16.77% → 16.31% (-0.46%)

3% less capital invested

Capital invested by funds: $92M → $89.4M (-$2.59M)

Holders
100
Holders Change
+16
Holders Change %
+19.05%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
32
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.51M
2
AAM
Advisors Asset Management
Colorado
+$700K
3
NA
NewEdge Advisors
Louisiana
+$371K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$290K
5
RJA
Raymond James & Associates
Florida
+$261K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$4.64M
2
PPA
Parametric Portfolio Associates
Washington
-$729K
3
1CP
1607 Capital Partners
Virginia
-$650K
4
STA
Summit Trail Advisors
New York
-$634K
5
Invesco
Invesco
Georgia
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
SeaCrest Wealth Management
New York
$225K – – –
OC
52
Oppenheimer & Co
New York
$222K +$40K +2,914 +22%
TPWM
53
Twelve Points Wealth Management
Massachusetts
$220K +$219K +15,906 New
RCM
54
Robinson Capital Management
Michigan
$216K +$214K +15,578 New
WWMSC
55
Wagner Wealth Management (South Carolina)
South Carolina
$208K – – –
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$207K -$6.9K -502 -3%
WTA
57
Washington Trust Advisors
Massachusetts
$206K +$205K +14,900 New
PPA
58
Parametric Portfolio Associates
Washington
$203K -$729K -53,056 -78%
ICMP
59
Integrated Capital Management (Pennsylvania)
Pennsylvania
$200K +$16.5K +1,201 +9%
CA
60
Calton & Associates
Florida
$196K +$165 +12 +0.1%
MCC
61
Money Concepts Capital
Florida
$186K +$185K +13,458 New
US Bancorp
62
US Bancorp
Minnesota
$180K – – –
1WA
63
180 Wealth Advisors
Washington
$171K +$25.4K +1,850 +16%
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$169K -$210K -15,300 -56%
CWM
65
Collaborative Wealth Management
Florida
$155K +$154K +11,226 New
DAS
66
Dynamic Advisor Solutions
Arizona
$143K +$142K +10,349 New
HA
67
HFG Advisors
Ohio
$143K +$143K +10,378 New
CFGS
68
Concourse Financial Group Securities
Alabama
$141K -$16.8K -1,222 -11%
SRC
69
Shufro Rose & Co
New York
$138K – – –
NFG
70
Next Financial Group
Texas
$136K – – –
BAM
71
Belpointe Asset Management
Nevada
$121K – – –
AIM
72
Arcadia Investment Management
Michigan
$114K – – –
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$87K – – –
AF
74
Allworth Financial
California
$86K – – –
WT
75
Washington Trust
Rhode Island
$64K -$185K -13,500 -75%
1 2
3
4 5

EVN Hedge Fund Activity: Q4 2021 in Review

100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2021, worth a combined $89.4M — down 2.8% from $92M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EVN positions and 4 closed out — a net gain of 17 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.51M. The largest seller was Kestra Advisory Services, cutting an estimated $4.64M.

  • 100 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2021, up from 84 in Q3 2021.
  • Funds reported $89.4M of Eaton Vance Municipal Income Trust stock for Q4 2021, down 2.8% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2021 and 4 closed out, a net change of +17 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $1.51M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2021 was Kestra Advisory Services, an estimated $4.64M sold.

Based on aggregated 13F filings for Q4 2021.