EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

164 hedge funds and large institutions have $358M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
164
Holders Change
+22
Holders Change %
+15.49%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
48
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Cura Wealth Advisors
Illinois
$6.05M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.05M
3
LPL Financial
3
LPL Financial
California
$11.4M
4
Ameriprise
4
Ameriprise
Minnesota
$32.2M
5
Creative Planning
5
Creative Planning
Kansas
$2.72M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$194K
2
Invesco
2
Invesco
Georgia
$13.1M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$3.87M
4
CWP
4
Cyndeo Wealth Partners
Florida
$6.58M
5
RC
5
Rareview Capital
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
WealthTrust Axiom
Pennsylvania
$145K 14,800 – –
CAM
102
Cresset Asset Management
Illinois
$141K 14,400 – –
HI
103
Harbour Investments
Wisconsin
$135K 13,857 – –
RAM
104
Readystate Asset Management
Illinois
$130K 13,284 +13,284 New
CNWM
105
Clay Northam Wealth Management
California
$127K 13,014 +13,014 New
HCM
106
Hollencrest Capital Management
California
$125K 12,760 – –
CWG
107
Cornerstone Wealth Group
North Carolina
$122K 12,460 – –
SPC
108
Sigma Planning Corp
Michigan
$120K 12,289 +12,289 New
AA
109
Armis Advisers
Georgia
$119K 12,146 +12,146 New
OC
110
Oppenheimer & Co
New York
$116K 11,833 +1,147 +11%
CA
111
Clearstead Advisors
Ohio
$109K 11,111 +11,111 New
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$108K 11,098 +11,098 New
Citadel Advisors
113
Citadel Advisors
Florida
$108K 11,055 +11,055 New
EB
114
Eastern Bank
Massachusetts
$107K 11,000 +1,000 +10%
SI
115
Stephens Inc
Arkansas
$102K 10,392 -12,337 -54%
EIP
116
Ellis Investment Partners
Pennsylvania
$101K 10,331 +10,331 New
AWM
117
Apollon Wealth Management
South Carolina
$100K 10,250 +10,250 New
GC
118
Gilbert & Cook
Iowa
$97.9K 10,017 – –
Goldman Sachs
119
Goldman Sachs
New York
$97.7K 10,001 +10,001 New
CFGS
120
Concourse Financial Group Securities
Alabama
$88.1K 8,700 – –
BC
121
Barrett & Company
Rhode Island
$87.5K 8,952 – –
SWM
122
Spire Wealth Management
Virginia
$76K 7,778 +7,778 New
MCM
123
MAI Capital Management
Ohio
$68.4K 7,000 +7,000 New
OC
124
Oarsman Capital
Wisconsin
$63.3K 6,475 -3,353 -34%
SIS
125
Sound Income Strategies
Florida
$62.5K 6,401 +549 +9%
3 4
5
6 7