EVV

Eaton Vance Limited Duration Income Fund

145 hedge funds and large institutions have $388M 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, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
126
Oliver Lagore Vanvalin Investment Group
Michigan
$29.9K
WBC
127
West Branch Capital
Massachusetts
$21.4K
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$20.5K
CA
129
Crewe Advisors
Utah
$17.2K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$15.6K
BWL
131
Bogart Wealth LLC
Virginia
$15.4K
EWA
132
EverSource Wealth Advisors
Alabama
$15.4K
KTC
133
Kentucky Trust Company
Kentucky
$10.2K
SWP
134
Strategic Wealth Partners
Ohio
$7.18K
GWM
135
Geneos Wealth Management
Colorado
$6.62K
IWM
136
Inlight Wealth Management
Georgia
$5.98K
CWP
137
Concord Wealth Partners
Virginia
$5.53K
EWM
138
Evolution Wealth Management
Florida
$4.65K
FFA
139
Farther Finance Advisors
California
$2.73K
BCWM
140
Bartlett & Co Wealth Management
Ohio
$2.62K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$2K
ADL
142
Asset Dedication LLC
California
$1.27K
HB
143
Horizon Bancorp
Indiana
$1K
SIC
144
SJS Investment Consulting
Ohio
$113
TRCT
145
Tower Research Capital (TRC)
New York
$72
Jane Street
146
Jane Street
New York
MC
147
Moors & Cabot
Massachusetts
SFS
148
Sowell Financial Services
Arkansas
HF
149
HRT Financial
New York
CNWM
150
Clay Northam Wealth Management
California