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EVN

Eaton Vance Municipal Income Trust
EVN

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: 1 → 1 (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: 90 → 84 (-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
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.17M
2
GC
Guggenheim Capital
Illinois
+$1.34M
3
IAIM
International Assets Investment Management
Florida
+$797K
4
RIL
Rothschild Investment LLC
Illinois
+$772K
5
Morgan Stanley
Morgan Stanley
New York
+$582K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$4.12M
2
1CP
1607 Capital Partners
Virginia
-$2.06M
3
RCM
Robinson Capital Management
Michigan
-$1.43M
4
AA
AQR Arbitrage
Connecticut
-$977K
5
KIM
Karpus Investment Management
New York
-$692K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$168K – – –
CFGSD
52
Compass Financial Group (South Dakota)
South Dakota
$150K – – –
BHWM
53
Bar Harbor Wealth Management
New Hampshire
$147K – – –
EH
54
Equitable Holdings
New York
$145K +$2K +187 +1%
PGFC
55
Peapack-Gladstone Financial Corp
New Jersey
$142K -$11.5K -1,069 -8%
First Trust Advisors
56
First Trust Advisors
Illinois
$136K – – –
SQA
57
Simon Quick Advisors
New Jersey
$118K -$1.98K -185 -2%
HCM
58
Hollencrest Capital Management
California
$112K – – –
SWA
59
Sax Wealth Advisors
New Jersey
$112K – – –
HKAM
60
Horizon Kinetics Asset Management
New York
$110K +$107K +10,014 New
CFGS
61
Concourse Financial Group Securities
Alabama
$98.2K – – –
AIM
62
Arcadia Investment Management
Michigan
$90.3K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$87.1K -$69.5K -6,481 -45%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$82.9K -$11.7K -1,090 -13%
CNBTD
65
Citizens National Bank Trust Department
Mississippi
$43.9K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$36.7K – – –
Comerica Bank
67
Comerica Bank
Texas
$36.6K – – –
AA
68
Ancora Advisors
Ohio
$28.7K – – –
GWSG
69
GPS Wealth Strategies Group
Colorado
$27.4K – – –
CHA
70
Carmichael Hill & Associates
Maryland
$22.3K – – –
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$18.4K – – –
OWP
72
ORG Wealth Partners
Texas
$18.3K +$17.9K +1,672 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$17K -$21.4K -2,000 -56%
PWA
74
Provenance Wealth Advisors
Florida
$12.1K +$11.9K +1,107 New
IAIM
75
International Assets Investment Management
Florida
$6.78K +$797K +74,368 New
1 2
3
4

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.