EVV

Eaton Vance Limited Duration Income Fund

149 hedge funds and large institutions have $371M invested in Eaton Vance Limited Duration Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-15
Holders Change %
-9.15%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
56
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CNWM
101
Clay Northam Wealth Management
California
$130K
HCM
102
Hollencrest Capital Management
California
$127K
HI
103
Harbour Investments
Wisconsin
$127K -$11.7K -1,169 -8%
GSC
104
Ground Swell Capital
South Carolina
$125K +$125K +12,488 New
CWG
105
Cornerstone Wealth Group
North Carolina
$124K
CFA
106
Cahill Financial Advisors
Minnesota
$124K -$40.7K -4,076 -25%
SPC
107
Sigma Planning Corp
Michigan
$122K -$778 -78 -0.6%
EH
108
Equitable Holdings
New York
$121K +$121K +12,100 New
KPWS
109
Kestra Private Wealth Services
Texas
$119K +$119K +11,912 New
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$113K +$2.44K +244 +2%
EB
111
Eastern Bank
Massachusetts
$110K
OC
112
Oppenheimer & Co
New York
$109K -$8.62K -864 -7%
EIP
113
Ellis Investment Partners
Pennsylvania
$105K +$2.27K +227 +2%
IA
114
Integrity Alliance
Iowa
$103K +$103K +10,326 New
SI
115
Stephens Inc
Arkansas
$102K -$1.25K -125 -1%
AWM
116
Apollon Wealth Management
South Carolina
$102K
GC
117
Gilbert & Cook
Iowa
$100K
BC
118
Barrett & Company
Rhode Island
$89.3K
EC
119
Elequin Capital
New York
$85.7K -$161K -16,096 -65%
SWM
120
Spire Wealth Management
Virginia
$78.2K +$599 +60 +0.8%
CIA
121
Cape Investment Advisory
Georgia
$70.8K +$33.9K +3,400 +92%
MCM
122
MAI Capital Management
Ohio
$69.9K
SIS
123
Sound Income Strategies
Florida
$65.3K +$1.41K +141 +2%
IA
124
IFP Advisors
Florida
$58K +$24.1K +2,410 +71%
BAM
125
Byrne Asset Management
New Jersey
$47.4K