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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
AIM
76
Arcadia Investment Management
Michigan
$84.4K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$46.3K – – –
CNBTD
78
Citizens National Bank Trust Department
Mississippi
$41K -$10.1K -1,000 -20%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$34.3K – – –
AA
80
Ancora Advisors
Ohio
$26.8K – – –
GWSG
81
GPS Wealth Strategies Group
Colorado
$25.6K – – –
CHA
82
Carmichael Hill & Associates
Maryland
$20.9K – – –
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$16.9K – – –
OP
84
ORG Partners
Indiana
$16.9K +$16.9K +1,672 New
HCM
85
Highlander Capital Management
New Jersey
$10.3K – – –
WPWM
86
Western Pacific Wealth Management
Illinois
$7.69K +$7.59K +750 New
PFA
87
Pathway Financial Advisers
Indiana
$6.82K – – –
US Bancorp
88
US Bancorp
Minnesota
$6.56K – – –
CA
89
CoreCap Advisors
Michigan
$5.86K +$5.79K +572 New
HI
90
Harbour Investments
Wisconsin
$4.32K – – –
GRP
91
Global Retirement Partners
California
$2.96K – – –
GEA
92
Glen Eagle Advisors
New Jersey
$1.35K +$1.34K +132 New
T
93
Tidemark
California
$133 – – –
S
94
Sachetta
Massachusetts
$20 – – –
SIS
95
Sound Income Strategies
Florida
$10 – – –
MIG
96
Mariner Investment Group
New York
– -$416K -42,374 Closed
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
– -$402K -40,951 Closed
ACA
98
Ackerman Capital Advisors
Texas
– -$338K -34,397 Closed
Invesco
99
Invesco
Georgia
– -$225K -22,862 Closed
OPA
100
Old Port Advisors
Maine
– -$132K -13,415 Closed
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.