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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$565K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$469K |
| 3 |
VanEck Associates
New York
|
+$426K |
| 4 |
MWM
Melfa Wealth Management
Westborough,
Massachusetts
|
+$322K |
| 5 |
Walleye Capital
New York
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.78M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$1.93M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.47M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$832K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$646K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
101
Snowden Capital Advisors
New York
| – | -$154K | -15,614 | Closed |
|
102
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$144K | -14,608 | Closed |
|
|
SS
103
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$121K | -12,220 | Closed |
|
|
JF
104
Jump Financial
Chicago,
Illinois
| – | -$108K | -10,900 | Closed |
|
|
CWM
105
Collaborative Wealth Management
Lake Mary,
Florida
| – | -$101K | -10,226 | Closed |
|
|
BTI
106
Blue Trust Inc
Alpharetta,
Georgia
| – | -$54K | -5,514 | Closed |
|
|
WTC
107
WhitTier Trust Company
Reno,
Nevada
| – | -$37.5K | -3,800 | Closed |
|
|
DCM
108
Davidson Capital Management
Corpus Christi,
Texas
| – | -$9.87K | -1,000 | Closed |
|
|
CFFP
109
Center for Financial Planning
Southfied,
Michigan
| – | -$3.11K | -315 | Closed |
|
110
Fidelity Investments
Boston,
Massachusetts
| – | -$10 | -1 | Closed |
|
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.