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EVN

Eaton Vance Municipal Income Trust

91 hedge funds and large institutions have $82.7M invested in Eaton Vance Municipal Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.52% less ownership

Funds ownership: 21.45%20.93% (-0.52%)

2% less capital invested

Capital invested by funds: $84.5M → $82.7M (-$1.88M)

5% less funds holding

Funds holding: 9691 (-5)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
22
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
76
North Star Investment Management
Illinois
$38.3K
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$33.3K
AA
78
Ancora Advisors
Ohio
$26K
GWSG
79
GPS Wealth Strategies Group
Colorado
$24.9K +$24.9K +2,500 New
CHA
80
Carmichael Hill & Associates
Maryland
$20.2K
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$16.7K
SCA
82
Stonebridge Capital Advisors
Minnesota
$13.3K
BWA
83
BDO Wealth Advisors
Florida
$11K
SIS
84
Sound Income Strategies
Florida
$9.42K +$9.43K +946 +94,600%
BTI
85
Blue Trust Inc
Georgia
$6K +$5.55K +557 New
HI
86
Harbour Investments
Wisconsin
$4.19K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$3K
GRP
88
Global Retirement Partners
California
$2.88K
JP Morgan Chase
89
JP Morgan Chase
New York
$2.26K -$40.7K -4,085 -95%
GI
90
Gradient Investments
Minnesota
$796
TFM
91
TFC Financial Management
Massachusetts
$541 +$539 +54 New
LSC
92
Logan Stone Capital
Illinois
-$532K -52,554 Closed
ACA
93
Ackerman Capital Advisors
Texas
-$271K -26,796 Closed
Walleye Capital
94
Walleye Capital
New York
-$243K -23,964 Closed
DWM
95
Drive Wealth Management
Utah
-$143K -14,147 Closed
MCC
96
Money Concepts Capital
Florida
-$137K -12,897 Closed
FAIM
97
Financial Advocates Investment Management
Washington
-$122K -12,034 Closed
AWM
98
Avaii Wealth Management
Wisconsin
-$102K -10,109 Closed
WAM
99
Wolverine Asset Management
Illinois
-$88.2K -8,711 Closed
AF
100
Allworth Financial
California
-$63.3K -6,250 Closed

EVN Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2023, worth a combined $82.7M — down 2.2% from $84.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EVN and 8 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 22 added.

The largest buyer was Truist Financial, adding an estimated $881K. The largest seller was Advisors Asset Management, cutting an estimated $986K.

  • 91 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2023, down from 96 in Q1 2023.
  • Funds reported $82.7M of Eaton Vance Municipal Income Trust stock for Q2 2023, down 2.2% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2023 and 12 closed out, a net change of -4 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2023 was Truist Financial, an estimated $881K added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2023 was Advisors Asset Management, an estimated $986K sold.

Based on aggregated 13F filings for Q2 2023.