EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

142 hedge funds and large institutions have $387M 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, 46 reducing their positions, and 15 closing their positions.

Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
1.91%
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
46
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$61.2M
2
Ameriprise
2
Ameriprise
Minnesota
$41.1M
3
GC
3
Guggenheim Capital
Illinois
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$102M
5
Wells Fargo
5
Wells Fargo
California
$2.67M

Top Sellers

1
KIG
1
Kennedy Investment Group
New Jersey
$3.28M
2
LPL Financial
2
LPL Financial
California
$11.1M
3
CWP
3
Cyndeo Wealth Partners
Florida
$4.65M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.96M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$435K 42,394 +1,904 +5%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$427K 41,592 -7,334 -15%
ASN
53
Advisory Services Network
Georgia
$418K 41,424 -150 -0.4%
PAG
54
Private Advisor Group
New Jersey
$413K 40,277 -407 -1%
RPA
55
Rock Point Advisors
Vermont
$401K 39,099 -400 -1%
AA
56
Apriem Advisors
California
$389K 37,912 +27 +0.1%
FA
57
Fountainhead AM
New Jersey
$378K 36,890 +218 +0.6%
FAG
58
Fortitude Advisory Group
Washington
$357K 34,824 – –
MCFP
59
Mallini Complete Financial Planning
Florida
$341K 33,274 +4,581 +16%
QCIG
60
Quad-Cities Investment Group
Iowa
$338K 32,937 +425 +1%
AWS
61
Atria Wealth Solutions
New York
$297K 28,984 -15,051 -34%
Comerica Bank
62
Comerica Bank
Texas
$286K 27,914 -18,561 -40%
MCM
63
Mendel Capital Management
Arkansas
$280K 27,242 -5,908 -18%
BRWA
64
B. Riley Wealth Advisors
Florida
$266K 25,963 +25,963 New
RP
65
Riverbridge Partners
Minnesota
$252K 24,537 +624 +3%
CIA
66
Concurrent Investment Advisors
Florida
$251K 24,509 -106 -0.4%
MHS
67
M Holdings Securities
Oregon
$251K 24,668 +24,668 New
VF
68
Virtu Financial
New York
$249K 24,236 +24,236 New
PCM
69
Pointe Capital Management
Michigan
$237K 23,140 +95 +0.4%
CI
70
Conning Inc
Connecticut
$230K 22,455 – –
SPIA
71
Steward Partners Investment Advisory
New York
$228K 22,213 +721 +3%
Corient Private Wealth
72
Corient Private Wealth
Florida
$218K 21,202 -299 -1%
RAM
73
Readystate Asset Management
Illinois
$212K 20,652 -35,941 -64%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$206K 20,055 -6,651 -25%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$205K 20,000 – –
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