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EVV

Eaton Vance Limited Duration Income Fund
EVV

136 hedge funds and large institutions have $383M invested in Eaton Vance Limited Duration Income Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

1.12% more ownership

Funds ownership: 33.74% → 34.86% (+1.1%)

1% less capital invested

Capital invested by funds: $389M → $383M (-$5.59M)

7% less funds holding

Funds holding: 146 → 136 (-10)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
136
Holders Change
-10
Holders Change %
-6.85%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
52
Reduced
33
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$13.7M
2
Ameriprise
Ameriprise
Minnesota
+$3M
3
Invesco
Invesco
Georgia
+$2.18M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.19M
5
WAM
Wolverine Asset Management
Illinois
+$936K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.51M
2
LPL Financial
LPL Financial
California
-$2.4M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$2.04M
4
Morgan Stanley
Morgan Stanley
New York
-$1.79M
5
Jane Street
Jane Street
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.13M +$145K +14,915 +7%
SF
27
Summit Financial
New Jersey
$1.97M +$154K +15,793 +8%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.92M +$243K +24,914 +14%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.82M -$187K -19,219 -9%
EFG
30
Ethos Financial Group
Pennsylvania
$1.71M – – –
WAM
31
Wolverine Asset Management
Illinois
$1.39M +$936K +95,960 +187%
ACP
32
Aviance Capital Partners
Florida
$1.35M +$45.1K +4,629 +3%
CCFM
33
Clear Creek Financial Management
Washington
$1.27M -$13.3K -1,361 -1%
CA
34
CoreCap Advisors
Michigan
$1.15M -$68K -6,980 -5%
KIG
35
Kennedy Investment Group
New Jersey
$1.14M -$160K -16,361 -12%
MWM
36
Melfa Wealth Management
Massachusetts
$941K -$2.16K -222 -0.2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$888K -$47.6K -4,885 -5%
WS
38
Wedbush Securities
California
$885K +$67.6K +6,931 +8%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$810K -$13.3K -1,368 -2%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$785K +$692K +70,931 +585%
NAS
41
NWF Advisory Services
California
$773K – – –
IFG
42
Independent Financial Group
California
$749K +$68.3K +7,009 +10%
Lido Advisors
43
Lido Advisors
California
$649K +$7.14K +732 +1%
FHA
44
Flagship Harbor Advisors
Massachusetts
$629K -$22.7K -2,326 -3%
POIA
45
Pin Oak Investment Advisors
Texas
$588K -$11.1K -1,135 -2%
BEI
46
Benjamin Edwards Inc
Missouri
$579K +$2.34K +240 +0.4%
MFG
47
Merit Financial Group
Georgia
$547K +$4.84K +496 +0.9%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$522K -$42K -4,308 -7%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$508K +$133K +13,603 +34%
FFWM
50
Future Financial Wealth Management
Ohio
$457K -$7.2K -738 -2%
1
2
3 4 5

EVV Hedge Fund Activity: Q1 2026 in Review

136 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q1 2026, worth a combined $383M — down 1.4% from $389M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EVV and 13 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 52 added.

The largest buyer was Sit Investment Associates, adding an estimated $13.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.51M sold.

  • 136 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q1 2026, down from 146 in Q4 2025.
  • Funds reported $383M of Eaton Vance Limited Duration Income Fund stock for Q1 2026, down 1.4% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Limited Duration Income Fund positions in Q1 2026 and 20 closed out, a net change of -7 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q1 2026 was Sit Investment Associates, an estimated $13.7M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q1 2026 was Citadel Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2026.