EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

142 hedge funds and large institutions have $369M invested in Eaton Vance Limited Duration Income Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
142
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
46
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$31.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$105M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.11M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$2.47M
5
GC
5
Guggenheim Capital
Illinois
$11.8M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$4.92M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$8.81M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.76M
5
OFG
5
Oxford Financial Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$2.28M 217,401 +16,702 +8%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.27M 216,086 +1,373 +0.6%
BEI
28
Benjamin Edwards Inc
Missouri
$1.48M 140,353 +140,353 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.47M 139,717 +22,339 +19%
ACP
30
Aviance Capital Partners
Florida
$1.41M 133,921 +1,341 +1%
CCFM
31
Clear Creek Financial Management
Washington
$1.24M 118,348 +11,873 +11%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.21M 114,898 -3,216 -3%
PIWA
33
Prevail Innovative Wealth Advisors
Kansas
$1.12M 107,007 +107,007 New
NA
34
NewEdge Advisors
Louisiana
$1.11M 105,865 +8,931 +9%
MWM
35
Melfa Wealth Management
Massachusetts
$1M 95,332 -1,862 -2%
CP
36
Camelot Portfolios
Ohio
$961K 91,462 -35,577 -28%
CA
37
CoreCap Advisors
Michigan
$950K 90,365 -1,000 -1%
SFS
38
Shaker Financial Services
Virginia
$949K 90,252 -189,849 -68%
WS
39
Wedbush Securities
California
$931K 88,612 -5,330 -6%
RC
40
Rareview Capital
Nevada
$776K 73,810 +73,810 New
SF
41
Summit Financial
New Jersey
$772K 73,469 +16,843 +30%
FHA
42
Flagship Harbor Advisors
Massachusetts
$714K 67,968 +67,968 New
LCM
43
Landscape Capital Management
New Jersey
$699K 66,547 -120,562 -64%
POIA
44
Pin Oak Investment Advisors
Texas
$690K 65,662 -1 -0%
Millennium Management
45
Millennium Management
New York
$666K 63,410 +63,410 New
SAM
46
Selway Asset Management
$614K 58,454 – –
AWS
47
Atria Wealth Solutions
New York
$613K 58,279 +10,307 +21%
Kovitz Investment Group Partners
48
Kovitz Investment Group Partners
Illinois
$547K 52,036 +52,036 New
Wells Fargo
49
Wells Fargo
California
$512K 48,751 -1,023 -2%
MFG
50
Merit Financial Group
Georgia
$506K 48,182 -12,845 -21%
1
2
3 4 5