EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

154 hedge funds and large institutions have $302M invested in Eaton Vance Limited Duration Income Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
52
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.2M
2
Ameriprise
2
Ameriprise
Minnesota
$6.63M
3
Invesco
3
Invesco
Georgia
$17.1M
4
LPL Financial
4
LPL Financial
California
$6.52M
5
AA
5
AQR Arbitrage
Connecticut
$2.18M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.02M
2
CS
2
Credit Suisse
Switzerland
$725K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$61.5K
4
HWM
4
Howard Wealth Management
Connecticut
$0
5
AAM
5
Advisors Asset Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Gilbert & Cook
Iowa
$2.19M 234,295 +585 +0.3%
AA
27
AQR Arbitrage
Connecticut
$2.18M 232,958 +232,958 New
SFS
28
Shaker Financial Services
Virginia
$2.15M 229,645 +174,018 +313%
EDRIA
29
Edmonds Duncan Registered Investment Advisors
Kansas
$2.08M 222,406 +4,451 +2%
CA
30
CoreCap Advisors
Michigan
$2.01M 215,025 +215,025 New
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$1.87M 199,839 – –
RCM
32
Rivernorth Capital Management
Florida
$1.83M 195,166 +195,166 New
Truist Financial
33
Truist Financial
North Carolina
$1.62M 172,827 -57,465 -25%
ACP
34
Aviance Capital Partners
Florida
$1.46M 155,901 +6,805 +5%
LCM
35
Landscape Capital Management
New Jersey
$1.36M 145,507 +145,507 New
WAM
36
Wolverine Asset Management
Illinois
$1.35M 144,285 +144,285 New
CP
37
Camelot Portfolios
Ohio
$1.26M 134,630 +1,795 +1%
BRWA
38
B. Riley Wealth Advisors
Florida
$1.22M 130,083 +12,039 +10%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.13M 121,249 -5,973 -5%
CCFM
40
Clear Creek Financial Management
Washington
$1.04M 110,884 +1,586 +1%
CAN
41
Cetera Advisor Networks
California
$1.02M 109,103 -487,968 -82%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$962K 102,745 -1,705 -2%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$951K 101,571 +5,424 +6%
MWM
44
Melfa Wealth Management
Massachusetts
$934K 99,763 +12,220 +14%
SAM
45
Selway Asset Management
$919K 98,229 -2,300 -2%
NA
46
NewEdge Advisors
Louisiana
$866K 92,562 +2,100 +2%
AC
47
Almitas Capital
California
$828K 87,167 +87,167 New
MFG
48
Merit Financial Group
Georgia
$789K 84,256 -344 -0.4%
AWS
49
Atria Wealth Solutions
New York
$741K 79,172 +13,299 +20%
CFA
50
Cahill Financial Advisors
Minnesota
$739K 78,978 -2,134 -3%
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