EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

142 hedge funds and large institutions have $387M invested in Eaton Vance Limited Duration Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 15 closing their positions.

Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
44
Reduced
46
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$61.2M
2
Ameriprise
2
Ameriprise
Minnesota
$41.1M
3
GC
3
Guggenheim Capital
Illinois
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$102M
5
Wells Fargo
5
Wells Fargo
California
$2.67M

Top Sellers

1
KIG
1
Kennedy Investment Group
New Jersey
$3.28M
2
LPL Financial
2
LPL Financial
California
$11.1M
3
CWP
3
Cyndeo Wealth Partners
Florida
$4.65M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.96M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.25M 219,156 – –
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$2.15M 209,918 -4,899 -2%
SFS
28
Shaker Financial Services
Virginia
$2.15M 209,404 +13,594 +7%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$1.96M 191,488 -66,408 -26%
EFG
30
Ethos Financial Group
Pennsylvania
$1.81M 176,074 +5,171 +3%
PIWA
31
Prevail Innovative Wealth Advisors
Kansas
$1.67M 163,192 +16,473 +11%
SF
32
Summit Financial
New Jersey
$1.63M 158,758 +64,642 +69%
CA
33
CoreCap Advisors
Michigan
$1.61M 156,790 -6,675 -4%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.57M 153,408 +4,544 +3%
KAS
35
Kestra Advisory Services
Texas
$1.53M 149,370 +18,192 +14%
CCFM
36
Clear Creek Financial Management
Washington
$1.36M 132,937 +4,348 +3%
ACP
37
Aviance Capital Partners
Florida
$1.35M 131,428 -3,236 -2%
NA
38
NewEdge Advisors
Louisiana
$1.1M 107,133 -107 -0.1%
CP
39
Camelot Portfolios
Ohio
$1.03M 100,474 -7,817 -7%
MWM
40
Melfa Wealth Management
Massachusetts
$995K 96,946 -3,182 -3%
WS
41
Wedbush Securities
California
$894K 87,173 +7,858 +10%
BEI
42
Benjamin Edwards Inc
Missouri
$829K 80,837 -26,174 -24%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$797K 77,722 -25,223 -25%
FHA
44
Flagship Harbor Advisors
Massachusetts
$693K 67,554 -3,507 -5%
MFG
45
Merit Financial Group
Georgia
$638K 62,204 +2,593 +4%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$587K 56,507 +56,507 New
POIA
47
Pin Oak Investment Advisors
Texas
$556K 55,807 -626 -1%
FFWM
48
Future Financial Wealth Management
Ohio
$507K 49,419 +1,582 +3%
WS
49
Wela Strategies
Georgia
$479K 46,649 +6 +0%
AC
50
AlphaCore Capital
California
$445K 43,402 +8,681 +25%
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