EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

145 hedge funds and large institutions have $388M 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, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
1.94%
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
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$8.18M
2
Ameriprise
Ameriprise
Minnesota
+$4.07M
3
GC
Guggenheim Capital
Illinois
+$1.75M
4
Morgan Stanley
Morgan Stanley
New York
+$1.26M
5
Wells Fargo
Wells Fargo
California
+$812K

Top Sellers

1
KIG
Kennedy Investment Group
New Jersey
-$2.58M
2
LPL Financial
LPL Financial
California
-$2.42M
3
CWP
Cyndeo Wealth Partners
Florida
-$1.21M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$681K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$550K
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
51
AlphaCore Capital
California
$445K +$89.1K +8,681 +25%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$435K +$19.5K +1,904 +5%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$427K -$75.3K -7,334 -15%
ASN
54
Advisory Services Network
Georgia
$418K -$1.52K -150 -0.4%
PAG
55
Private Advisor Group
New Jersey
$413K -$4.18K -407 -1%
RPA
56
Rock Point Advisors
Vermont
$401K -$4.1K -400 -1%
AA
57
Apriem Advisors
California
$389K +$277 +27 +0.1%
FA
58
Fountainhead AM
New Jersey
$378K +$2.24K +218 +0.6%
FAG
59
Fortitude Advisory Group
Washington
$357K – – –
MCFP
60
Mallini Complete Financial Planning
Florida
$341K +$47K +4,581 +16%
QCIG
61
Quad-Cities Investment Group
Iowa
$338K +$4.36K +425 +1%
AWS
62
Atria Wealth Solutions
New York
$297K -$154K -15,051 -34%
Comerica Bank
63
Comerica Bank
Texas
$286K -$190K -18,561 -40%
MCM
64
Mendel Capital Management
Arkansas
$280K -$60.6K -5,908 -18%
BRWA
65
B. Riley Wealth Advisors
Florida
$266K +$266K +25,963 New
RP
66
Riverbridge Partners
Minnesota
$252K +$6.4K +624 +3%
CIA
67
Concurrent Investment Advisors
Florida
$251K -$1.09K -106 -0.4%
MHS
68
M Holdings Securities
Oregon
$251K +$251K +24,668 New
VF
69
Virtu Financial
New York
$249K +$249K +24,236 New
PCM
70
Pointe Capital Management
Michigan
$237K +$975 +95 +0.4%
CI
71
Conning Inc
Connecticut
$230K – – –
SPIA
72
Steward Partners Investment Advisory
New York
$228K +$7.4K +721 +3%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$226K -$155K -15,146 -41%
Corient Private Wealth
74
Corient Private Wealth
Florida
$218K -$3.07K -299 -1%
RAM
75
Readystate Asset Management
Illinois
$212K -$369K -35,941 -64%
1 2
3
4 5