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EVV

Eaton Vance Limited Duration Income Fund
EVV

146 hedge funds and large institutions have $390M invested in Eaton Vance Limited Duration Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $372M → $390M (+$18.2M)

0.66% more ownership

Funds ownership: 32.05% → 32.71% (+0.66%)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

3% less funds holding

Funds holding: 150 → 146 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
146
Holders Change
-4
Holders Change %
-2.67%
% of All Funds
1.92%
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
46
Reduced
47
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$7.88M
2
Ameriprise
Ameriprise
Minnesota
+$3.92M
3
GC
Guggenheim Capital
Illinois
+$1.69M
4
Morgan Stanley
Morgan Stanley
New York
+$1.21M
5
Wells Fargo
Wells Fargo
California
+$783K

Top Sellers

Rank Fund Capital Flow
1
KIG
Kennedy Investment Group
New Jersey
-$2.48M
2
LPL Financial
LPL Financial
California
-$2.33M
3
CWP
Cyndeo Wealth Partners
Florida
-$1.17M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$657K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$530K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wela Strategies
Georgia
$479K +$59 +6 +0%
AC
52
AlphaCore Capital
California
$445K +$85.8K +8,681 +25%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$435K +$18.8K +1,904 +5%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$427K -$72.5K -7,334 -15%
ASN
55
Advisory Services Network
Georgia
$418K -$1.48K -150 -0.4%
PAG
56
Private Advisor Group
New Jersey
$413K -$4.02K -407 -1%
RPA
57
Rock Point Advisors
Vermont
$401K -$3.96K -400 -1%
AA
58
Apriem Advisors
California
$389K +$267 +27 +0.1%
FA
59
Fountainhead AM
New Jersey
$378K +$2.16K +218 +0.6%
FAG
60
Fortitude Advisory Group
Washington
$357K – – –
MCFP
61
Mallini Complete Financial Planning
Florida
$341K +$45.3K +4,581 +16%
QCIG
62
Quad-Cities Investment Group
Iowa
$338K +$4.2K +425 +1%
AWS
63
Atria Wealth Solutions
New York
$297K -$149K -15,051 -34%
Comerica Bank
64
Comerica Bank
Texas
$286K -$184K -18,561 -40%
MCM
65
Mendel Capital Management
Arkansas
$280K -$58.4K -5,908 -18%
BRWA
66
B. Riley Wealth Advisors
Florida
$266K +$257K +25,963 New
RP
67
Riverbridge Partners
Minnesota
$252K +$6.17K +624 +3%
CIA
68
Concurrent Investment Advisors
Florida
$251K -$1.05K -106 -0.4%
MHS
69
M Holdings Securities
Oregon
$251K +$244K +24,668 New
VF
70
Virtu Financial
New York
$249K +$240K +24,236 New
PCM
71
Pointe Capital Management
Michigan
$237K +$939 +95 +0.4%
CI
72
Conning Inc
Connecticut
$230K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$228K +$7.13K +721 +3%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$226K -$150K -15,146 -41%
Corient Private Wealth
75
Corient Private Wealth
Florida
$218K -$2.96K -299 -1%
1 2
3
4 5

EVV Hedge Fund Activity: Q2 2025 in Review

146 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q2 2025, worth a combined $390M — up 4.9% from $372M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EVV and 13 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 46 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.88M. The largest seller was Kennedy Investment Group, cutting an estimated $2.48M.

  • 146 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q2 2025, down from 150 in Q1 2025.
  • Funds reported $390M of Eaton Vance Limited Duration Income Fund stock for Q2 2025, up 4.9% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Limited Duration Income Fund positions in Q2 2025 and 16 closed out, a net change of -3 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $7.88M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q2 2025 was Kennedy Investment Group, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2025.