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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
CNBTD
76
Citizens National Bank Trust Department
Mississippi
$81K – – –
Cohen & Steers
77
Cohen & Steers
New York
$73K – – –
AF
78
Allworth Financial
California
$63.3K – – –
BAM
79
Belpointe Asset Management
Nevada
$50K – – –
JP Morgan Chase
80
JP Morgan Chase
New York
$44K +$44.3K +4,312 New
NSIM
81
North Star Investment Management
Illinois
$39K – – –
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$33.9K – – –
AA
83
Ancora Advisors
Ohio
$26.5K – – –
CT
84
Caldwell Trust
Florida
$23.9K – – –
CHA
85
Carmichael Hill & Associates
Maryland
$20.6K – – –
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$16.9K – – –
PFA
87
Pathway Financial Advisers
Indiana
$14.4K -$17.8K -1,737 -55%
SCA
88
Stonebridge Capital Advisors
Minnesota
$13.5K – – –
HNB
89
Huntington National Bank
Ohio
$11.3K – – –
BWA
90
BDO Wealth Advisors
Florida
$11.2K – – –
HI
91
Harbour Investments
Wisconsin
$4.26K -$6.5K -633 -60%
ASN
92
Advisory Services Network
Georgia
$4.05K – – –
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
GRP
94
Global Retirement Partners
California
$2.89K +$2.97K +289 New
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$1.59K +$88.6K +8,630 +6%
GI
96
Gradient Investments
Minnesota
$810 – – –
SIS
97
Sound Income Strategies
Florida
$10 +$10 +1 New
WAM
98
Weiss Asset Management
Massachusetts
– -$243K -24,603 Closed
SA
99
SFI Advisors
New Jersey
– -$207K -20,996 Closed
IA
100
IFP Advisors
Florida
– -$237K -20,000 Closed
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.