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EVN

Eaton Vance Municipal Income Trust
EVN

96 hedge funds and large institutions have $84.5M invested in Eaton Vance Municipal Income Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 30 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: 2 → 2 (0)

1.81% less ownership

Funds ownership: 23.26% → 21.45% (-1.8%)

5% less funds holding

Funds holding: 101 → 96 (-5)

7% less capital invested

Capital invested by funds: $91.3M → $84.5M (-$6.75M)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
26
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$565K
2
Wells Fargo
Wells Fargo
California
+$469K
3
VanEck Associates
VanEck Associates
New York
+$426K
4
MWM
Melfa Wealth Management
Massachusetts
+$322K
5
Walleye Capital
Walleye Capital
New York
+$246K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2.78M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.93M
3
RJA
Raymond James & Associates
Florida
-$1.47M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$832K
5
WAM
Wolverine Asset Management
Illinois
-$646K
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
51
LexAurum Advisors
Kansas
$156K +$1.89K +184 +1%
WTA
52
Washington Trust Advisors
Massachusetts
$151K – – –
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$150K -$8.76K -853 -5%
HighTower Advisors
54
HighTower Advisors
Illinois
$144K +$216 +21 +0.1%
DWM
55
Drive Wealth Management
Utah
$143K -$25.1K -2,442 -15%
EH
56
Equitable Holdings
New York
$140K +$142K +13,829 New
AMBIA
57
Allen Mooney & Barnes Investment Advisors
Georgia
$138K – – –
CFGSD
58
Compass Financial Group (South Dakota)
South Dakota
$138K – – –
MCC
59
Money Concepts Capital
Florida
$137K +$8.07K +786 +6%
BHWM
60
Bar Harbor Wealth Management
New Hampshire
$136K – – –
FAIM
61
Financial Advocates Investment Management
Washington
$122K +$124K +12,034 New
SWM
62
SeaCrest Wealth Management
New York
$111K -$20.5K -2,000 -15%
SQA
63
Simon Quick Advisors
New Jersey
$111K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$110K -$832K -81,042 -88%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$109K +$104K +10,172 +1,565%
HA
66
HFG Advisors
Ohio
$105K – – –
HCM
67
Hollencrest Capital Management
California
$104K – – –
SWA
68
Sax Wealth Advisors
New Jersey
$103K – – –
AWM
69
Avaii Wealth Management
Wisconsin
$102K -$18.6K -1,815 -15%
SRC
70
Shufro Rose & Co
New York
$101K – – –
Nomura Holdings
71
Nomura Holdings
Japan
$101K +$103K +10,000 New
CPIG
72
Chicago Partners Investment Group
Illinois
$101K +$104K +10,111 New
CFGS
73
Concourse Financial Group Securities
Alabama
$90.7K – – –
WAM
74
Wolverine Asset Management
Illinois
$88.2K -$646K -62,895 -88%
AIM
75
Arcadia Investment Management
Michigan
$83.4K – – –
1 2
3
4 5

EVN Hedge Fund Activity: Q1 2023 in Review

96 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q1 2023, worth a combined $84.5M — down 7.4% from $91.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EVN and 8 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 26 added.

The largest buyer was Advisors Asset Management, adding an estimated $565K. The largest seller was Guggenheim Capital, cutting an estimated $2.78M.

  • 96 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q1 2023, down from 101 in Q4 2022.
  • Funds reported $84.5M of Eaton Vance Municipal Income Trust stock for Q1 2023, down 7.4% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Income Trust positions in Q1 2023 and 13 closed out, a net change of -5 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q1 2023 was Advisors Asset Management, an estimated $565K added.
  • The largest Eaton Vance Municipal Income Trust seller in Q1 2023 was Guggenheim Capital, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2023.