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EVV

Eaton Vance Limited Duration Income Fund

141 hedge funds and large institutions have $393M invested in Eaton Vance Limited Duration Income Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $390M → $393M (+$2.96M)

0.59% more ownership

Funds ownership: 32.71%33.3% (+0.59%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 146141 (-5)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
54
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
WealthTrust Axiom
Pennsylvania
$120K
SG
102
StoneX Group
New York
$116K -$55.2K -5,416 -32%
OC
103
Oppenheimer & Co
New York
$114K +$1.45K +142 +1%
AWM
104
Apollon Wealth Management
South Carolina
$104K
JHCP
105
Jackson Hole Capital Partners
Oklahoma
$103K
GC
106
Gilbert & Cook
Iowa
$102K
SWM
107
Spire Wealth Management
Virginia
$83.5K +$3.93K +385 +5%
BC
108
Barrett & Company
Rhode Island
$71K
MCM
109
MAI Capital Management
Ohio
$71K
SIS
110
Sound Income Strategies
Florida
$69.6K +$1.49K +146 +2%
GRP
111
Global Retirement Partners
California
$68.8K
CHC
112
City Holding Co
West Virginia
$60.9K +$61.2K +6,000 New
IA
113
IFP Advisors
Florida
$59K -$10 -1 -0%
AAS
114
Ameritas Advisory Services
Nebraska
$55K -$306 -30 -0.6%
BAM
115
Byrne Asset Management
New Jersey
$48.2K
AF
116
Allworth Financial
California
$44.2K +$82 +8 +0.2%
WAM
117
Wolverine Asset Management
Illinois
$41.9K +$42.1K +4,127 New
GWSG
118
GPS Wealth Strategies Group
Colorado
$41.7K
MSWA
119
Marshall & Sterling Wealth Advisors
New York
$34.5K
SA
120
Strategic Advocates
Utah
$31.6K +$31.8K +3,117 New
LWMI
121
Legacy Wealth Management (Idaho)
Idaho
$21.9K +$22K +2,154 New
WBC
122
West Branch Capital
Massachusetts
$21.1K
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$20.3K
T2I
124
Turim 21 Investimentos
Brazil
$20.1K +$20.2K +1,976 New
CA
125
Crewe Advisors
Utah
$17.3K +$377 +37 +2%