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EVV

Eaton Vance Limited Duration Income Fund
EVV

136 hedge funds and large institutions have $383M invested in Eaton Vance Limited Duration Income Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

1.12% more ownership

Funds ownership: 33.74% → 34.86% (+1.1%)

1% less capital invested

Capital invested by funds: $389M → $383M (-$5.59M)

7% less funds holding

Funds holding: 146 → 136 (-10)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
136
Holders Change
-10
Holders Change %
-6.85%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
52
Reduced
33
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$13.7M
2
Ameriprise
Ameriprise
Minnesota
+$3M
3
Invesco
Invesco
Georgia
+$2.18M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.19M
5
WAM
Wolverine Asset Management
Illinois
+$936K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.51M
2
LPL Financial
LPL Financial
California
-$2.4M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$2.04M
4
Morgan Stanley
Morgan Stanley
New York
-$1.79M
5
Jane Street
Jane Street
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
EB
101
Eastern Bank
Massachusetts
$104K -$19.5K -2,000 -15%
XT
102
XTX Topco
Cayman Islands
$103K +$106K +10,907 New
EIP
103
Ellis Investment Partners
Pennsylvania
$103K +$7.17K +735 +7%
GSIAS
104
Garden State Investment Advisory Services
New Jersey
$99.1K +$102K +10,489 New
AWM
105
Apollon Wealth Management
South Carolina
$96.9K – – –
JHCP
106
Jackson Hole Capital Partners
Oklahoma
$96.2K – – –
Nomura Holdings
107
Nomura Holdings
Japan
$94.5K +$97.5K +10,000 New
MCM
108
MAI Capital Management
Ohio
$76.5K – – –
SWM
109
Spire Wealth Management
Virginia
$74.1K – – –
SIS
110
Sound Income Strategies
Florida
$68.3K +$3.13K +321 +5%
BC
111
Barrett & Company
Rhode Island
$66.2K – – –
CHC
112
City Holding Co
West Virginia
$56.7K – – –
IA
113
IFP Advisors
Florida
$54.9K – – –
BAM
114
Byrne Asset Management
New Jersey
$44.9K – – –
AF
115
Allworth Financial
California
$41.3K +$88 +9 +0.2%
MSWA
116
Marshall & Sterling Wealth Advisors
New York
$32.1K – – –
Jones Financial Companies
117
Jones Financial Companies
Missouri
$31.9K +$34.5K +3,539 New
FFA
118
Farther Finance Advisors
California
$26.7K +$10.2K +1,050 +59%
WBC
119
West Branch Capital
Massachusetts
$20.1K +$302 +31 +1%
AIM
120
Axiom Investment Management
New York
$18.2K +$18.7K +1,921 New
CA
121
Crewe Advisors
Utah
$16.9K +$390 +40 +2%
BWL
122
Bogart Wealth LLC
Virginia
$14.2K – – –
EWA
123
EverSource Wealth Advisors
Alabama
$14.2K – – –
LWMI
124
Legacy Wealth Management (Idaho)
Idaho
$11.1K – – –
HWP
125
Highline Wealth Partners
California
$9.45K – – –
3 4
5
6 7

EVV Hedge Fund Activity: Q1 2026 in Review

136 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q1 2026, worth a combined $383M — down 1.4% from $389M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EVV and 13 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 52 added.

The largest buyer was Sit Investment Associates, adding an estimated $13.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.51M sold.

  • 136 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q1 2026, down from 146 in Q4 2025.
  • Funds reported $383M of Eaton Vance Limited Duration Income Fund stock for Q1 2026, down 1.4% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Limited Duration Income Fund positions in Q1 2026 and 20 closed out, a net change of -7 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q1 2026 was Sit Investment Associates, an estimated $13.7M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q1 2026 was Citadel Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2026.