EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

144 hedge funds and large institutions have $387M invested in Eaton Vance Limited Duration Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
44
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$8.18M
2
Ameriprise
Ameriprise
Minnesota
+$4.07M
3
GC
Guggenheim Capital
Illinois
+$1.75M
4
Morgan Stanley
Morgan Stanley
New York
+$1.26M
5
Wells Fargo
Wells Fargo
California
+$812K

Top Sellers

1
KIG
Kennedy Investment Group
New Jersey
-$2.58M
2
LPL Financial
LPL Financial
California
-$2.42M
3
CWP
Cyndeo Wealth Partners
Florida
-$1.21M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$681K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$550K
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
126
West Branch Capital
Massachusetts
$21.4K – – –
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$20.5K – – –
CA
128
Crewe Advisors
Utah
$17.2K +$369 +36 +2%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$15.6K +$339 +33 +2%
BWL
130
Bogart Wealth LLC
Virginia
$15.4K – – –
EWA
131
EverSource Wealth Advisors
Alabama
$15.4K – – –
KTC
132
Kentucky Trust Company
Kentucky
$10.2K – – –
SWP
133
Strategic Wealth Partners
Ohio
$7.18K +$7.18K +700 New
GWM
134
Geneos Wealth Management
Colorado
$6.62K -$6.62K -645 -50%
IWM
135
Inlight Wealth Management
Georgia
$5.98K – – –
CWP
136
Concord Wealth Partners
Virginia
$5.53K -$14.3K -1,389 -72%
EWM
137
Evolution Wealth Management
Florida
$4.65K +$4.65K +453 New
FFA
138
Farther Finance Advisors
California
$2.73K – – –
BCWM
139
Bartlett & Co Wealth Management
Ohio
$2.62K – – –
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
ADL
141
Asset Dedication LLC
California
$1.27K – – –
HB
142
Horizon Bancorp
Indiana
$1K – – –
SIC
143
SJS Investment Consulting
Ohio
$113 +$113 +11 New
TRCT
144
Tower Research Capital (TRC)
New York
$72 – – –
Jane Street
145
Jane Street
New York
– -$357K -35,811 Closed
MC
146
Moors & Cabot
Massachusetts
– -$223K -22,313 Closed
SFS
147
Sowell Financial Services
Arkansas
– -$218K -21,851 Closed
HF
148
HRT Financial
New York
– -$149K -14,966 Closed
CNWM
149
Clay Northam Wealth Management
California
– -$130K -13,014 Closed
GSC
150
Ground Swell Capital
South Carolina
– -$125K -12,488 Closed
3 4 5
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