EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

149 hedge funds and large institutions have $371M invested in Eaton Vance Limited Duration Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
149
Holders Change
-15
Holders Change %
-9.15%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
56
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$36M
2
EFG
2
Ethos Financial Group
Pennsylvania
$1.71M
3
LPL Financial
3
LPL Financial
California
$13.1M
4
KWM
4
Kanen Wealth Management
Florida
$3.66M
5
GC
5
Guggenheim Capital
Illinois
$14.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.5M
2
CWA
2
Cura Wealth Advisors
Illinois
$4.55M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$2.57M
4
CWP
4
Cyndeo Wealth Partners
Florida
$5.7M
5
KIG
5
Kennedy Investment Group
New Jersey
$5.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.19M 219,156 – –
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$2.14M 214,817 – –
SFS
28
Shaker Financial Services
Virginia
$1.95M 195,810 +10,398 +6%
Wells Fargo
29
Wells Fargo
California
$1.8M 180,739 +3,665 +2%
EFG
30
Ethos Financial Group
Pennsylvania
$1.71M 170,903 +170,903 New
CA
31
CoreCap Advisors
Michigan
$1.63M 163,465 -18,380 -10%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.49M 148,864 +1,366 +0.9%
PIWA
33
Prevail Innovative Wealth Advisors
Kansas
$1.46M 146,719 +24,268 +20%
ACP
34
Aviance Capital Partners
Florida
$1.34M 134,664 +1,721 +1%
KAS
35
Kestra Advisory Services
Texas
$1.31M 131,178 -6,505 -5%
CCFM
36
Clear Creek Financial Management
Washington
$1.28M 128,589 +3,567 +3%
CP
37
Camelot Portfolios
Ohio
$1.08M 108,291 +23,558 +28%
NA
38
NewEdge Advisors
Louisiana
$1.07M 107,240 +724 +0.7%
BEI
39
Benjamin Edwards Inc
Missouri
$1.07M 107,011 -11,356 -10%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.03M 102,945 -3,214 -3%
NAS
41
NWF Advisory Services
California
$1.03M 102,750 +102,750 New
MWM
42
Melfa Wealth Management
Massachusetts
$999K 100,128 -49 -0%
SF
43
Summit Financial
New Jersey
$939K 94,116 +11,967 +15%
WS
44
Wedbush Securities
California
$792K 79,315 +587 +0.7%
FHA
45
Flagship Harbor Advisors
Massachusetts
$709K 71,061 -2,407 -3%
MFG
46
Merit Financial Group
Georgia
$595K 59,611 +519 +0.9%
SAM
47
Selway Asset Management
$593K 59,404 -1,475 -2%
RAM
48
Readystate Asset Management
Illinois
$565K 56,593 +43,309 +326%
POIA
49
Pin Oak Investment Advisors
Texas
$560K 56,433 -9,229 -14%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$488K 48,926 -331 -0.7%
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