EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

142 hedge funds and large institutions have $369M invested in Eaton Vance Limited Duration Income Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
142
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
46
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$31.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$105M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.11M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$2.47M
5
GC
5
Guggenheim Capital
Illinois
$11.8M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$4.92M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$8.81M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.76M
5
OFG
5
Oxford Financial Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFWM
51
Future Financial Wealth Management
Ohio
$486K 46,265 +2,823 +6%
WS
52
Wela Strategies
Georgia
$474K 45,107 -19,158 -30%
KAS
53
Kestra Advisory Services
Texas
$468K 44,514 -18,115 -29%
Comerica Bank
54
Comerica Bank
Texas
$459K 43,627 -1,940 -4%
BRWA
55
B. Riley Wealth Advisors
Florida
$449K 42,887 -116,722 -73%
RPA
56
Rock Point Advisors
Vermont
$442K 42,099 -1,600 -4%
SFS
57
Sowell Financial Services
Arkansas
$439K 41,769 – –
ASN
58
Advisory Services Network
Georgia
$404K 41,472 – –
PAG
59
Private Advisor Group
New Jersey
$388K 36,937 -4,590 -11%
MML Investors Services
60
MML Investors Services
Massachusetts
$371K 35,265 +3,244 +10%
FAG
61
Fortitude Advisory Group
Washington
$351K 33,383 +3,951 +13%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$349K 33,188 -400 -1%
MCM
63
Mendel Capital Management
Arkansas
$348K 33,150 – –
AA
64
Apriem Advisors
California
$340K 32,331 +1,028 +3%
CI
65
Conning Inc
Connecticut
$337K 32,079 – –
AC
66
AlphaCore Capital
California
$335K 31,900 – –
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$320K 30,480 +876 +3%
QCIG
68
Quad-Cities Investment Group
Iowa
$304K 28,898 -1,893 -6%
EWA
69
EP Wealth Advisors
California
$282K 26,800 – –
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$272K 25,851 +1,187 +5%
CFA
71
Cahill Financial Advisors
Minnesota
$265K 25,180 -3,704 -13%
CIA
72
Concurrent Investment Advisors
Florida
$257K 24,499 +1,835 +8%
PI
73
PFG Investments
New York
$254K 24,196 +1,851 +8%
HighTower Advisors
74
HighTower Advisors
Illinois
$243K 23,101 -3,587 -13%
PCM
75
Pointe Capital Management
Michigan
$240K 22,859 +95 +0.4%
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