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EVV

Eaton Vance Limited Duration Income Fund

136 hedge funds and large institutions have $383M invested in Eaton Vance Limited Duration Income Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

1.12% more ownership

Funds ownership: 33.74%34.86% (+1.1%)

1% less capital invested

Capital invested by funds: $389M → $383M (-$5.59M)

7% less funds holding

Funds holding: 146136 (-10)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
136
Holders Change
-10
Holders Change %
-6.85%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
52
Reduced
33
Closed
20
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
$2.13M +$145K +14,915 +7%
SF
27
Summit Financial
New Jersey
$1.97M +$154K +15,793 +8%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.92M +$243K +24,914 +14%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.82M -$187K -19,219 -9%
EFG
30
Ethos Financial Group
Pennsylvania
$1.71M
WAM
31
Wolverine Asset Management
Illinois
$1.39M +$936K +95,960 +187%
ACP
32
Aviance Capital Partners
Florida
$1.35M +$45.1K +4,629 +3%
CCFM
33
Clear Creek Financial Management
Washington
$1.27M -$13.3K -1,361 -1%
CA
34
CoreCap Advisors
Michigan
$1.15M -$68K -6,980 -5%
KIG
35
Kennedy Investment Group
New Jersey
$1.14M -$160K -16,361 -12%
MWM
36
Melfa Wealth Management
Massachusetts
$941K -$2.16K -222 -0.2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$888K -$47.6K -4,885 -5%
WS
38
Wedbush Securities
California
$885K +$67.6K +6,931 +8%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$810K -$13.3K -1,368 -2%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$785K +$692K +70,931 +585%
NAS
41
NWF Advisory Services
California
$773K
IFG
42
Independent Financial Group
California
$749K +$68.3K +7,009 +10%
Lido Advisors
43
Lido Advisors
California
$649K +$7.14K +732 +1%
FHA
44
Flagship Harbor Advisors
Massachusetts
$629K -$22.7K -2,326 -3%
POIA
45
Pin Oak Investment Advisors
Texas
$588K -$11.1K -1,135 -2%
BEI
46
Benjamin Edwards Inc
Missouri
$579K +$2.34K +240 +0.4%
MFG
47
Merit Financial Group
Georgia
$547K +$4.84K +496 +0.9%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$522K -$42K -4,308 -7%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$508K +$133K +13,603 +34%
FFWM
50
Future Financial Wealth Management
Ohio
$457K -$7.2K -738 -2%