EVV

Eaton Vance Limited Duration Income Fund

145 hedge funds and large institutions have $388M 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, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.25M
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$2.15M
SFS
28
Shaker Financial Services
Virginia
$2.15M
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$1.96M
EFG
30
Ethos Financial Group
Pennsylvania
$1.81M
PIWA
31
Prevail Innovative Wealth Advisors
Kansas
$1.67M
SF
32
Summit Financial
New Jersey
$1.63M
CA
33
CoreCap Advisors
Michigan
$1.61M
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.57M
KAS
35
Kestra Advisory Services
Texas
$1.53M
CCFM
36
Clear Creek Financial Management
Washington
$1.36M
ACP
37
Aviance Capital Partners
Florida
$1.35M
NA
38
NewEdge Advisors
Louisiana
$1.1M
CP
39
Camelot Portfolios
Ohio
$1.03M
MWM
40
Melfa Wealth Management
Massachusetts
$995K
NAS
41
NWF Advisory Services
California
$975K
WS
42
Wedbush Securities
California
$894K
BEI
43
Benjamin Edwards Inc
Missouri
$829K
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$797K
FHA
45
Flagship Harbor Advisors
Massachusetts
$693K
MFG
46
Merit Financial Group
Georgia
$638K
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$587K
POIA
48
Pin Oak Investment Advisors
Texas
$556K
FFWM
49
Future Financial Wealth Management
Ohio
$507K
WS
50
Wela Strategies
Georgia
$479K