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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
RAM
76
Readystate Asset Management
Illinois
$212K -$355K -35,941 -64%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$206K -$65.8K -6,651 -25%
IWM
78
Iams Wealth Management
Nebraska
$205K – – –
Neuberger Berman Group
79
Neuberger Berman Group
New York
$205K – – –
Lido Advisors
80
Lido Advisors
California
$204K – – –
CWM
81
Congress Wealth Management
Massachusetts
$203K – – –
PI
82
PFG Investments
New York
$202K -$17.9K -1,814 -8%
MML Investors Services
83
MML Investors Services
Massachusetts
$193K -$11K -1,108 -6%
FFA
84
First Foundation Advisors
California
$191K – – –
SIG
85
Stonegate Investment Group
Alabama
$190K – – –
DCM
86
Dudley Capital Management
Virginia
$186K – – –
NS
87
NBC Securities
Alabama
$177K – – –
SG
88
StoneX Group
New York
$173K -$76K -7,688 -31%
PMG
89
ProVise Management Group
Florida
$172K – – –
AA
90
Armis Advisers
Georgia
$170K +$34.6K +3,500 +27%
Pathstone Holdings
91
Pathstone Holdings
New Jersey
$169K +$30 +3 +0%
ATS
92
Ashton Thomas Securities
New York
$164K -$39.6K -4,000 -20%
HKAM
93
Horizon Kinetics Asset Management
New York
$161K – – –
SCA
94
Sandy Cove Advisors
Massachusetts
$160K – – –
HighTower Advisors
95
HighTower Advisors
Illinois
$150K -$20K -2,020 -12%
CAM
96
Cresset Asset Management
Illinois
$148K – – –
OBWG
97
Onyx Bridge Wealth Group
New York
$140K -$14.7K -1,490 -10%
GSIAS
98
Garden State Investment Advisory Services
New Jersey
$138K +$79 +8 +0.1%
EWA
99
EP Wealth Advisors
California
$137K -$51.4K -5,200 -28%
KPWS
100
Kestra Private Wealth Services
Texas
$133K +$10.6K +1,074 +9%
2 3
4
5 6

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.