EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

145 hedge funds and large institutions have $388M invested in Eaton Vance Limited Duration Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
44
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$8.18M
2
Ameriprise
Ameriprise
Minnesota
+$4.07M
3
GC
Guggenheim Capital
Illinois
+$1.75M
4
Morgan Stanley
Morgan Stanley
New York
+$1.26M
5
Wells Fargo
Wells Fargo
California
+$812K

Top Sellers

1
KIG
Kennedy Investment Group
New Jersey
-$2.58M
2
LPL Financial
LPL Financial
California
-$2.42M
3
CWP
Cyndeo Wealth Partners
Florida
-$1.21M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$681K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$550K
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.25M – – –
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$2.15M -$50.3K -4,899 -2%
SFS
28
Shaker Financial Services
Virginia
$2.15M +$139K +13,594 +7%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$1.96M -$681K -66,408 -26%
EFG
30
Ethos Financial Group
Pennsylvania
$1.81M +$53.1K +5,171 +3%
PIWA
31
Prevail Innovative Wealth Advisors
Kansas
$1.67M +$169K +16,473 +11%
SF
32
Summit Financial
New Jersey
$1.63M +$663K +64,642 +69%
CA
33
CoreCap Advisors
Michigan
$1.61M -$68.5K -6,675 -4%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.57M +$46.6K +4,544 +3%
KAS
35
Kestra Advisory Services
Texas
$1.53M +$187K +18,192 +14%
CCFM
36
Clear Creek Financial Management
Washington
$1.36M +$44.6K +4,348 +3%
ACP
37
Aviance Capital Partners
Florida
$1.35M -$33.2K -3,236 -2%
NA
38
NewEdge Advisors
Louisiana
$1.1M -$1.1K -107 -0.1%
CP
39
Camelot Portfolios
Ohio
$1.03M -$80.2K -7,817 -7%
MWM
40
Melfa Wealth Management
Massachusetts
$995K -$32.6K -3,182 -3%
NAS
41
NWF Advisory Services
California
$975K -$79K -7,700 -7%
WS
42
Wedbush Securities
California
$894K +$80.6K +7,858 +10%
BEI
43
Benjamin Edwards Inc
Missouri
$829K -$269K -26,174 -24%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$797K -$259K -25,223 -25%
FHA
45
Flagship Harbor Advisors
Massachusetts
$693K -$36K -3,507 -5%
MFG
46
Merit Financial Group
Georgia
$638K +$26.6K +2,593 +4%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$587K +$587K +56,507 New
POIA
48
Pin Oak Investment Advisors
Texas
$556K -$6.24K -626 -1%
FFWM
49
Future Financial Wealth Management
Ohio
$507K +$16.2K +1,582 +3%
WS
50
Wela Strategies
Georgia
$479K +$62 +6 +0%
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