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EVN

Eaton Vance Municipal Income Trust
EVN

95 hedge funds and large institutions have $89.6M invested in Eaton Vance Municipal Income Trust in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.31% less ownership

Funds ownership: 24.41% → 22.1% (-2.3%)

6% less capital invested

Capital invested by funds: $95M → $89.6M (-$5.41M)

7% less funds holding

Funds holding: 102 → 95 (-7)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
95
Holders Change
-7
Holders Change %
-6.86%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
26
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$1.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$882K
3
GC
Guggenheim Capital
Illinois
+$877K
4
Osaic Holdings
Osaic Holdings
Arizona
+$564K
5
UBS Group
UBS Group
Switzerland
+$365K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.34M
2
LSC
Logan Stone Capital
Illinois
-$1.91M
3
1CP
1607 Capital Partners
Virginia
-$1.42M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$783K
5
CIA
Capital Investment Advisors
Georgia
-$570K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
51
Ethos Financial Group
Pennsylvania
$171K – – –
KWM
52
Kingsview Wealth Management
Oregon
$170K – – –
CAM
53
Cozad Asset Management
Illinois
$170K – – –
ICMP
54
Integrated Capital Management (Pennsylvania)
Pennsylvania
$170K +$2.61K +258 +2%
LA
55
LexAurum Advisors
Kansas
$166K +$2.22K +219 +1%
TPWM
56
Twelve Points Wealth Management
Massachusetts
$163K – – –
CIA
57
Concurrent Investment Advisors
Florida
$157K -$25.8K -2,548 -14%
Comerica Bank
58
Comerica Bank
Texas
$155K +$1.61K +159 +1%
PGFC
59
Peapack-Gladstone Financial Corp
New Jersey
$149K -$2.96K -292 -2%
EH
60
Equitable Holdings
New York
$140K -$21.6K -2,134 -13%
CFGSD
61
Compass Financial Group (South Dakota)
South Dakota
$140K – – –
LFA
62
Livelsberger Financial Advisory
Ohio
$138K -$34.6K -3,416 -20%
BHWM
63
Bar Harbor Wealth Management
New Hampshire
$137K – – –
SP
64
Stonebrook Private
Michigan
$136K – – –
WTA
65
Washington Trust Advisors
Massachusetts
$132K – – –
First Trust Advisors
66
First Trust Advisors
Illinois
$127K -$60.4K -5,964 -33%
SQA
67
Simon Quick Advisors
New Jersey
$112K – – –
Baird Financial Group
68
Baird Financial Group
Wisconsin
$109K -$18.2K -1,800 -14%
CCG
69
Catalina Capital Group
California
$109K – – –
HA
70
HFG Advisors
Ohio
$106K – – –
HCM
71
Hollencrest Capital Management
California
$105K – – –
SWA
72
Sax Wealth Advisors
New Jersey
$105K – – –
QL
73
Quarry LP
New York
$104K – – –
AIA
74
Absolute Investment Advisers
Florida
$104K +$102K +10,100 New
CFGS
75
Concourse Financial Group Securities
Alabama
$91.7K – – –
1 2
3
4 5

EVN Hedge Fund Activity: Q1 2024 in Review

95 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q1 2024, worth a combined $89.6M — down 5.7% from $95M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EVN and 6 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 26 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.2M. The largest seller was Morgan Stanley, cutting an estimated $5.34M.

  • 95 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q1 2024, down from 102 in Q4 2023.
  • Funds reported $89.6M of Eaton Vance Municipal Income Trust stock for Q1 2024, down 5.7% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Municipal Income Trust positions in Q1 2024 and 13 closed out, a net change of -7 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q1 2024 was Rivernorth Capital Management, an estimated $1.2M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2024.