We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

141 hedge funds and large institutions have $393M invested in Eaton Vance Limited Duration Income Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $390M → $393M (+$2.96M)

0.59% more ownership

Funds ownership: 32.71%33.3% (+0.59%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 146141 (-5)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
54
Reduced
37
Closed
13
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
$2.22M
PIWA
27
Prevail Innovative Wealth Advisors
Kansas
$2.01M +$353K +34,638 +21%
KAS
28
Kestra Advisory Services
Texas
$2M +$489K +47,972 +32%
KIG
29
Kennedy Investment Group
New Jersey
$1.98M -$1.27M -124,172 -39%
EFG
30
Ethos Financial Group
Pennsylvania
$1.84M +$56.3K +5,516 +3%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.78M +$223K +21,874 +14%
SF
32
Summit Financial
New Jersey
$1.69M +$82.6K +8,098 +5%
CA
33
CoreCap Advisors
Michigan
$1.54M -$56.3K -5,525 -4%
ACP
34
Aviance Capital Partners
Florida
$1.34M +$3.15K +309 +0.2%
CCFM
35
Clear Creek Financial Management
Washington
$1.33M -$16.1K -1,580 -1%
RAM
36
Readystate Asset Management
Illinois
$1.01M +$803K +78,718 +381%
MWM
37
Melfa Wealth Management
Massachusetts
$983K -$561 -55 -0.1%
NAS
38
NWF Advisory Services
California
$935K -$29.6K -2,900 -3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$844K +$55.4K +5,430 +7%
WS
40
Wedbush Securities
California
$796K -$88.8K -8,705 -10%
IFG
41
Independent Financial Group
California
$734K +$129K +12,614 +21%
BEI
42
Benjamin Edwards Inc
Missouri
$720K -$101K -9,928 -12%
FHA
43
Flagship Harbor Advisors
Massachusetts
$703K +$16.9K +1,661 +2%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$626K +$405K +39,664 +180%
POIA
45
Pin Oak Investment Advisors
Texas
$619K +$53K +5,201 +9%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$619K +$44.4K +4,357 +8%
CWA
47
Cura Wealth Advisors
Illinois
$593K -$3.87M -379,034 -87%
MFG
48
Merit Financial Group
Georgia
$585K -$46.6K -4,569 -7%
FFWM
49
Future Financial Wealth Management
Ohio
$504K +$2.11K +207 +0.4%
AC
50
AlphaCore Capital
California
$450K +$9.65K +946 +2%