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EVV

Eaton Vance Limited Duration Income Fund

146 hedge funds and large institutions have $390M invested in Eaton Vance Limited Duration Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $372M → $390M (+$18.2M)

0.66% more ownership

Funds ownership: 32.05%32.71% (+0.66%)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

3% less funds holding

Funds holding: 150146 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
146
Holders Change
-4
Holders Change %
-2.67%
% of All Funds
1.92%
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
46
Reduced
47
Closed
16
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
$2.25M
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$2.15M -$48.4K -4,899 -2%
SFS
28
Shaker Financial Services
Virginia
$2.15M +$134K +13,594 +7%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$1.96M -$657K -66,408 -26%
EFG
30
Ethos Financial Group
Pennsylvania
$1.81M +$51.1K +5,171 +3%
PIWA
31
Prevail Innovative Wealth Advisors
Kansas
$1.67M +$163K +16,473 +11%
SF
32
Summit Financial
New Jersey
$1.63M +$639K +64,642 +69%
CA
33
CoreCap Advisors
Michigan
$1.61M -$66K -6,675 -4%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.57M +$44.9K +4,544 +3%
KAS
35
Kestra Advisory Services
Texas
$1.53M +$180K +18,192 +14%
CCFM
36
Clear Creek Financial Management
Washington
$1.36M +$43K +4,348 +3%
ACP
37
Aviance Capital Partners
Florida
$1.35M -$32K -3,236 -2%
NA
38
NewEdge Advisors
Louisiana
$1.1M -$1.06K -107 -0.1%
CP
39
Camelot Portfolios
Ohio
$1.03M -$77.3K -7,817 -7%
MWM
40
Melfa Wealth Management
Massachusetts
$995K -$31.5K -3,182 -3%
NAS
41
NWF Advisory Services
California
$975K -$76.1K -7,700 -7%
WS
42
Wedbush Securities
California
$894K +$77.7K +7,858 +10%
BEI
43
Benjamin Edwards Inc
Missouri
$829K -$259K -26,174 -24%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$797K -$249K -25,223 -25%
FHA
45
Flagship Harbor Advisors
Massachusetts
$693K -$34.7K -3,507 -5%
MFG
46
Merit Financial Group
Georgia
$638K +$25.6K +2,593 +4%
IFG
47
Independent Financial Group
California
$612K +$989 +100 +0.2%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$587K +$559K +56,507 New
POIA
49
Pin Oak Investment Advisors
Texas
$556K -$6.19K -626 -1%
FFWM
50
Future Financial Wealth Management
Ohio
$507K +$15.6K +1,582 +3%

EVV Hedge Fund Activity: Q2 2025 in Review

146 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q2 2025, worth a combined $390M — up 4.9% from $372M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EVV and 13 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 46 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.88M. The largest seller was Kennedy Investment Group, cutting an estimated $2.48M.

  • 146 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q2 2025, down from 150 in Q1 2025.
  • Funds reported $390M of Eaton Vance Limited Duration Income Fund stock for Q2 2025, up 4.9% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Limited Duration Income Fund positions in Q2 2025 and 16 closed out, a net change of -3 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $7.88M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q2 2025 was Kennedy Investment Group, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2025.