EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

166 hedge funds and large institutions have $6.39B invested in Eaton Vance Limited Duration Income Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
166
Holders Change
+18
Holders Change %
+12.16%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
50
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIG
1
Kennedy Investment Group
New Jersey
$5.51M
2
CWP
2
Cyndeo Wealth Partners
Florida
$3.02M
3
RCM
3
Rivernorth Capital Management
Florida
$1.84M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.96M
5
Truist Financial
5
Truist Financial
North Carolina
$1.98M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$6.09B
2
GC
2
Guggenheim Capital
Illinois
$7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.47M
4
Morgan Stanley
4
Morgan Stanley
New York
$78M
5
HWM
5
Howard Wealth Management
Connecticut
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
101
First Foundation Advisors
California
$175K 18,611 – –
SIG
102
Stonegate Investment Group
Alabama
$174K 18,552 – –
HI
103
Harbour Investments
Wisconsin
$173K 18,432 -2,511 -12%
KAS
104
Kestra Advisory Services
Texas
$173K 18,374 -6,300 -26%
V
105
Veritable
Delaware
$165K 17,600 +17,600 New
US Bancorp
106
US Bancorp
Minnesota
$156K 16,600 – –
FAG
107
Fortitude Advisory Group
Washington
$150K 15,998 +586 +4%
SCA
108
Sandy Cove Advisors
Massachusetts
$149K 15,900 +1,100 +7%
RIA
109
Realta Investment Advisors
Delaware
$148K 15,713 +15,713 New
BTWM
110
Baker Tilly Wealth Management
Wisconsin
$146K 15,600 – –
BC
111
Barrett & Company
Rhode Island
$144K 15,308 – –
CWM
112
Congress Wealth Management
Massachusetts
$141K 14,990 – –
SPC
113
Sigma Planning Corp
Michigan
$139K 14,826 -1,373 -8%
WFA
114
WMG Financial Advisors
Tennessee
$138K 14,706 – –
CC
115
Claybrook Capital
Massachusetts
$136K 14,440 – –
GA
116
Greytown Advisors
Florida
$133K 11,011 -9,000 -45%
AAS
117
Ameritas Advisory Services
Nebraska
$132K 14,039 +14,039 New
MW
118
Marcum Wealth
Ohio
$129K 13,725 – –
PHS
119
Pekin Hardy Strauss
Illinois
$127K 13,555 – –
SWA
120
Sutton Wealth Advisors
Florida
$117K 12,460 – –
HKAM
121
Horizon Kinetics Asset Management
New York
$117K 12,456 -472 -4%
MA
122
MKT Advisors
California
$115K 11,569 -350 -3%
WA
123
WealthTrust Axiom
Pennsylvania
$113K 12,000 – –
ESB
124
Essex Savings Bank
Connecticut
$113K 11,984 – –
SCA
125
STALEY CAPITAL ADVISERS
Pennsylvania
$110K 11,680 +58 +0.5%
3 4
5
6 7