EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

164 hedge funds and large institutions have $358M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
164
Holders Change
+22
Holders Change %
+15.49%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
48
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Cura Wealth Advisors
Illinois
$6.05M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.05M
3
LPL Financial
3
LPL Financial
California
$11.4M
4
Ameriprise
4
Ameriprise
Minnesota
$32.2M
5
Creative Planning
5
Creative Planning
Kansas
$2.72M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$194K
2
Invesco
2
Invesco
Georgia
$13.1M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$3.87M
4
CWP
4
Cyndeo Wealth Partners
Florida
$6.58M
5
RC
5
Rareview Capital
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.14M 219,156 -26,000 -11%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$2.1M 214,817 -2,584 -1%
SFS
28
Shaker Financial Services
Virginia
$1.81M 185,412 +95,160 +105%
CA
29
CoreCap Advisors
Michigan
$1.78M 181,845 +91,480 +101%
Wells Fargo
30
Wells Fargo
California
$1.73M 177,074 +128,323 +263%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.44M 147,498 +7,781 +6%
KAS
32
Kestra Advisory Services
Texas
$1.35M 137,683 +93,169 +209%
ACP
33
Aviance Capital Partners
Florida
$1.3M 132,943 -978 -0.7%
CCFM
34
Clear Creek Financial Management
Washington
$1.22M 125,022 +6,674 +6%
PIWA
35
Prevail Innovative Wealth Advisors
Kansas
$1.2M 122,451 +15,444 +14%
BEI
36
Benjamin Edwards Inc
Missouri
$1.16M 118,367 -21,986 -16%
NA
37
NewEdge Advisors
Louisiana
$1.04M 106,516 +651 +0.6%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.04M 106,159 -8,739 -8%
MWM
39
Melfa Wealth Management
Massachusetts
$979K 100,177 +4,845 +5%
CP
40
Camelot Portfolios
Ohio
$828K 84,733 -6,729 -7%
SF
41
Summit Financial
New Jersey
$803K 82,149 +8,680 +12%
WS
42
Wedbush Securities
California
$769K 78,728 -9,884 -11%
FHA
43
Flagship Harbor Advisors
Massachusetts
$718K 73,468 +5,500 +8%
POIA
44
Pin Oak Investment Advisors
Texas
$690K 65,662 – –
SAM
45
Selway Asset Management
$595K 60,879 +2,425 +4%
MFG
46
Merit Financial Group
Georgia
$577K 59,092 +10,910 +23%
AWS
47
Atria Wealth Solutions
New York
$570K 58,351 +72 +0.1%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$516K 52,832 +52,832 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$481K 49,257 +23,406 +91%
Comerica Bank
50
Comerica Bank
Texas
$467K 47,820 +4,193 +10%
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