EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

164 hedge funds and large institutions have $358M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
164
Holders Change
+22
Holders Change %
+15.49%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
48
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Cura Wealth Advisors
Illinois
$6.05M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.05M
3
LPL Financial
3
LPL Financial
California
$11.4M
4
Ameriprise
4
Ameriprise
Minnesota
$32.2M
5
Creative Planning
5
Creative Planning
Kansas
$2.72M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$194K
2
Invesco
2
Invesco
Georgia
$13.1M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$3.87M
4
CWP
4
Cyndeo Wealth Partners
Florida
$6.58M
5
RC
5
Rareview Capital
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFWM
51
Future Financial Wealth Management
Ohio
$458K 46,925 +660 +1%
CWM
52
Congress Wealth Management
Massachusetts
$447K 45,770 +26,000 +132%
ASN
53
Advisory Services Network
Georgia
$406K 41,574 +102 +0.2%
RPA
54
Rock Point Advisors
Vermont
$398K 40,749 -1,350 -3%
PAG
55
Private Advisor Group
New Jersey
$397K 40,684 +3,747 +10%
BRWA
56
B. Riley Wealth Advisors
Florida
$359K 36,746 -6,141 -14%
FAG
57
Fortitude Advisory Group
Washington
$330K 33,770 +387 +1%
AC
58
AlphaCore Capital
California
$327K 33,508 +1,608 +5%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$324K 33,188 – –
MCM
60
Mendel Capital Management
Arkansas
$324K 33,150 – –
AA
61
Apriem Advisors
California
$313K 32,059 -272 -0.8%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$299K 30,654 +174 +0.6%
MCFP
63
Mallini Complete Financial Planning
Florida
$268K 27,461 +27,461 New
QCIG
64
Quad-Cities Investment Group
Iowa
$266K 27,179 -1,719 -6%
EWA
65
EP Wealth Advisors
California
$262K 26,800 – –
LCM
66
Landscape Capital Management
New Jersey
$243K 24,912 -41,635 -63%
EC
67
Elequin Capital
New York
$241K 24,682 +24,682 New
SG
68
StoneX Group
New York
$239K 24,492 +24,492 New
CIA
69
Concurrent Investment Advisors
Florida
$234K 23,927 -572 -2%
FA
70
Fountainhead AM
New Jersey
$229K 23,452 +23,452 New
PCM
71
Pointe Capital Management
Michigan
$224K 22,954 +95 +0.4%
MC
72
Moors & Cabot
Massachusetts
$223K 22,795 -11 -0%
VF
73
Virtu Financial
New York
$222K 22,718 +22,718 New
CI
74
Conning Inc
Connecticut
$219K 22,455 -9,624 -30%
SFS
75
Sowell Financial Services
Arkansas
$213K 21,839 -19,930 -48%
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