EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

154 hedge funds and large institutions have $302M invested in Eaton Vance Limited Duration Income Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
52
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.2M
2
Ameriprise
2
Ameriprise
Minnesota
$6.63M
3
Invesco
3
Invesco
Georgia
$17.1M
4
LPL Financial
4
LPL Financial
California
$6.52M
5
AA
5
AQR Arbitrage
Connecticut
$2.18M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.02M
2
CS
2
Credit Suisse
Switzerland
$725K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$61.5K
4
CFA
4
Compass Financial Advisors
Indiana
$0
5
HWM
5
Howard Wealth Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWSG
101
GPS Wealth Strategies Group
Colorado
$146K 15,590 -3,889 -20%
BC
102
Barrett & Company
Rhode Island
$145K 15,518 +97 +0.6%
WA
103
WealthTrust Axiom
Pennsylvania
$139K 14,799 – –
CAM
104
Cresset Asset Management
Illinois
$135K 14,400 – –
HI
105
Harbour Investments
Wisconsin
$134K 14,317 -1,758 -11%
GA
106
Greytown Advisors
Florida
$133K 11,011 – –
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$125K 13,378 +3,078 +30%
GSIAS
108
Garden State Investment Advisory Services
New Jersey
$118K 12,659 +2,022 +19%
SWA
109
Sutton Wealth Advisors
Florida
$117K 12,460 – –
HKAM
110
Horizon Kinetics Asset Management
New York
$117K 12,456 – –
ESB
111
Essex Savings Bank
Connecticut
$112K 11,984 – –
OC
112
Oppenheimer & Co
New York
$111K 11,900 -9,343 -44%
MA
113
MKT Advisors
California
$110K 11,569 – –
AO
114
Advisor OS
Illinois
$109K 11,696 +11,696 New
WAM
115
WealthTrust Asset Management
Florida
$105K 11,176 -181 -2%
SCA
116
STALEY CAPITAL ADVISERS
Pennsylvania
$104K 11,119 -618 -5%
BFM
117
Boothbay Fund Management
New York
$103K 11,000 +11,000 New
P
118
&Partners
Tennessee
$102K 10,885 +179 +2%
LNC
119
Lincoln National Corp
Pennsylvania
$101K 10,759 +10,759 New
WFA
120
WMG Financial Advisors
Tennessee
$95.9K 10,250 +10,250 New
PA
121
PFG Advisors
Arizona
$94.2K 10,060 – –
MA
122
MJP Associates
Connecticut
$93.7K 10,014 +10,014 New
DT
123
Diversified Trust
Tennessee
$93.6K 10,000 +10,000 New
CFGS
124
Concourse Financial Group Securities
Alabama
$73.9K 7,900 -383 -5%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$61.5K 6,570 -242,243 -97%
3 4
5
6 7