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EVV

Eaton Vance Limited Duration Income Fund

136 hedge funds and large institutions have $383M invested in Eaton Vance Limited Duration Income Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

1.12% more ownership

Funds ownership: 33.74%34.86% (+1.1%)

1% less capital invested

Capital invested by funds: $389M → $383M (-$5.59M)

7% less funds holding

Funds holding: 146136 (-10)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
136
Holders Change
-10
Holders Change %
-6.85%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
52
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
SHP Wealth Management
Massachusetts
$9.45K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$8.68K +$4.87K +499 +119%
GFA
128
Godfrey Financial Associates
New York
$7.87K
AFC
129
Ares Financial Consulting
California
$5.51K +$127 +13 +2%
SAM
130
Smartleaf Asset Management
Massachusetts
$4.54K
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$4.5K
NWM
132
Nova Wealth Management
Florida
$2.87K
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$2.57K -$7.69K -789 -74%
AssetMark Inc
134
AssetMark Inc
California
$1.61K -$9.55K -980 -85%
TRCT
135
Tower Research Capital (TRC)
New York
$9 +$10 +1 New
Citadel Advisors
136
Citadel Advisors
Florida
-$2.51M -253,591 Closed
PIWA
137
Prevail Innovative Wealth Advisors
Kansas
-$2.04M -206,016 Closed
RAM
138
Readystate Asset Management
Illinois
-$507K -51,181 Closed
LCM
139
Landscape Capital Management
New Jersey
-$410K -41,350 Closed
HF
140
HRT Financial
New York
-$298K -30,108 Closed
MG
141
Marex Group
-$174K -17,607 Closed
CA
142
Clearstead Advisors
Ohio
-$160K -16,153 Closed
KPWS
143
Kestra Private Wealth Services
Texas
-$151K -15,241 Closed
WJWM
144
Williams Jones Wealth Management
New York
-$134K -13,473 Closed
CWG
145
Cornerstone Wealth Group
North Carolina
-$123K -12,460 Closed
AAP
146
Arax Advisory Partners
Colorado
-$38K -3,830 Closed
SA
147
Strategic Advocates
Utah
-$31.3K -3,144 Closed
T2I
148
Turim 21 Investimentos
Brazil
-$17.8K -1,799 Closed
GWM
149
Geneos Wealth Management
Colorado
-$6.39K -645 Closed
IWM
150
Inlight Wealth Management
Georgia
-$5.78K -583 Closed

EVV Hedge Fund Activity: Q1 2026 in Review

136 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q1 2026, worth a combined $383M — down 1.4% from $389M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EVV and 13 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 52 added.

The largest buyer was Sit Investment Associates, adding an estimated $13.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.51M sold.

  • 136 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q1 2026, down from 146 in Q4 2025.
  • Funds reported $383M of Eaton Vance Limited Duration Income Fund stock for Q1 2026, down 1.4% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Limited Duration Income Fund positions in Q1 2026 and 20 closed out, a net change of -7 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q1 2026 was Sit Investment Associates, an estimated $13.7M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q1 2026 was Citadel Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2026.