EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

152 hedge funds and large institutions have $300M invested in Eaton Vance Limited Duration Income Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 51 reducing their positions, and 26 closing their positions.

Holders
152
Holders Change
-14
Holders Change %
-8.43%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
54
Reduced
51
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWP
1
Cyndeo Wealth Partners
Florida
$7.9M
2
CS
2
Credit Suisse
Switzerland
$3.35M
3
CF
3
Centaurus Financial
California
$5.92M
4
Ameriprise
4
Ameriprise
Minnesota
$3.59M
5
PCM
5
Penserra Capital Management
California
$2.94M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$45.5M
2
Invesco
2
Invesco
Georgia
$15.1M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$10.8M
5
Bank of America
5
Bank of America
North Carolina
$5.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$2.45M 248,813 -18,082 -7%
GC
27
Gilbert & Cook
Iowa
$2.3M 233,710 – –
Truist Financial
28
Truist Financial
North Carolina
$2.27M 230,292 +19,666 +9%
EDRIA
29
Edmonds Duncan Registered Investment Advisors
Kansas
$2.15M 217,955 -3,975 -2%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$1.97M 199,839 -4,071 -2%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$1.9M 192,783 -15,597 -7%
ACP
32
Aviance Capital Partners
Florida
$1.47M 149,096 +4,355 +3%
CFA
33
Compass Financial Advisors
Indiana
$1.41M 143,395 +42,000 +41%
CP
34
Camelot Portfolios
Ohio
$1.31M 132,835 -11,299 -8%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.25M 127,222 +8,224 +7%
BRWA
36
B. Riley Wealth Advisors
Florida
$1.16M 118,044 +15,218 +15%
CCFM
37
Clear Creek Financial Management
Washington
$1.08M 109,298 +36,006 +49%
HWM
38
Howard Wealth Management
Connecticut
$1.04M 105,410 -4,915 -4%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.03M 104,450 -6,069 -5%
SAM
40
Selway Asset Management
$990K 100,529 -3,400 -3%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$947K 96,147 +8,183 +9%
AAM
42
Advisors Asset Management
Colorado
$920K 93,384 -1,234 -1%
MWM
43
Melfa Wealth Management
Massachusetts
$862K 87,543 +1,068 +1%
NA
44
NewEdge Advisors
Louisiana
$847K 90,462 +700 +0.8%
MFG
45
Merit Financial Group
Georgia
$833K 84,600 +208 +0.2%
CFA
46
Cahill Financial Advisors
Minnesota
$799K 81,112 +634 +0.8%
WS
47
Wedbush Securities
California
$744K 75,545 +3,947 +6%
Wells Fargo
48
Wells Fargo
California
$668K 67,857 -6,938 -9%
AWS
49
Atria Wealth Solutions
New York
$649K 65,873 -612 -0.9%
HighTower Advisors
50
HighTower Advisors
Illinois
$626K 63,517 -2,055 -3%
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