We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $372M invested in Eaton Vance Limited Duration Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

4% more capital invested

Capital invested by funds: $359M → $372M (+$12.9M)

0.48% more ownership

Funds ownership: 31.57%32.05% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 166150 (-16)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
150
Holders Change
-16
Holders Change %
-9.64%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
57
Reduced
43
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.19M
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$2.14M
SFS
28
Shaker Financial Services
Virginia
$1.95M +$105K +10,398 +6%
Wells Fargo
29
Wells Fargo
California
$1.8M +$37.1K +3,665 +2%
EFG
30
Ethos Financial Group
Pennsylvania
$1.71M +$1.73M +170,903 New
CA
31
CoreCap Advisors
Michigan
$1.63M -$186K -18,380 -10%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.49M +$13.8K +1,366 +0.9%
PIWA
33
Prevail Innovative Wealth Advisors
Kansas
$1.46M +$246K +24,268 +20%
ACP
34
Aviance Capital Partners
Florida
$1.34M +$17.4K +1,721 +1%
KAS
35
Kestra Advisory Services
Texas
$1.31M -$65.8K -6,505 -5%
CCFM
36
Clear Creek Financial Management
Washington
$1.28M +$36.1K +3,567 +3%
CP
37
Camelot Portfolios
Ohio
$1.08M +$238K +23,558 +28%
NA
38
NewEdge Advisors
Louisiana
$1.07M +$7.33K +724 +0.7%
BEI
39
Benjamin Edwards Inc
Missouri
$1.07M -$115K -11,356 -10%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.03M -$32.5K -3,214 -3%
NAS
41
NWF Advisory Services
California
$1.03M +$1.04M +102,750 New
MWM
42
Melfa Wealth Management
Massachusetts
$999K -$496 -49 -0%
SF
43
Summit Financial
New Jersey
$939K +$121K +11,967 +15%
WS
44
Wedbush Securities
California
$792K +$5.94K +587 +0.7%
FHA
45
Flagship Harbor Advisors
Massachusetts
$709K -$24.4K -2,407 -3%
MFG
46
Merit Financial Group
Georgia
$595K +$5.25K +519 +0.9%
IFG
47
Independent Financial Group
California
$594K +$2.53K +250 +0.4%
SAM
48
Selway Asset Management
$593K -$14.9K -1,475 -2%
RAM
49
Readystate Asset Management
Illinois
$565K +$438K +43,309 +326%
POIA
50
Pin Oak Investment Advisors
Texas
$560K -$93.4K -9,229 -14%