EVV

Eaton Vance Limited Duration Income Fund

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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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: 32 (-1)

Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
101
Hollencrest Capital Management
California
$131K
HI
102
Harbour Investments
Wisconsin
$130K
CWG
103
Cornerstone Wealth Group
North Carolina
$128K
WA
104
WealthTrust Axiom
Pennsylvania
$121K
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$119K
OC
106
Oppenheimer & Co
New York
$114K
EB
107
Eastern Bank
Massachusetts
$113K
SI
108
Stephens Inc
Arkansas
$113K
Citadel Advisors
109
Citadel Advisors
Florida
$110K
AWM
110
Apollon Wealth Management
South Carolina
$105K
JHCP
111
Jackson Hole Capital Partners
Oklahoma
$104K
GC
112
Gilbert & Cook
Iowa
$103K
SWM
113
Spire Wealth Management
Virginia
$80.4K
BC
114
Barrett & Company
Rhode Island
$71.8K
MCM
115
MAI Capital Management
Ohio
$71.8K
GRP
116
Global Retirement Partners
California
$69.6K
SIS
117
Sound Income Strategies
Florida
$68.6K
CIA
118
Cape Investment Advisory
Georgia
$62.5K
IA
119
IFP Advisors
Florida
$59.7K
AAS
120
Ameritas Advisory Services
Nebraska
$55.9K
BAM
121
Byrne Asset Management
New Jersey
$48.7K
AF
122
Allworth Financial
California
$44.6K
GWSG
123
GPS Wealth Strategies Group
Colorado
$42.1K
MSWA
124
Marshall & Sterling Wealth Advisors
New York
$34.9K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$32.1K