EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

166 hedge funds and large institutions have $6.39B invested in Eaton Vance Limited Duration Income Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
166
Holders Change
+18
Holders Change %
+12.16%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
50
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$1.84M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.96M
3
Truist Financial
3
Truist Financial
North Carolina
$1.98M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.12M
5
SFS
5
Shaker Financial Services
Virginia
$1.38M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$6.09B
2
GC
2
Guggenheim Capital
Illinois
$7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.47M
4
Morgan Stanley
4
Morgan Stanley
New York
$78M
5
HWM
5
Howard Wealth Management
Connecticut
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
151
West Branch Capital
Massachusetts
$14.1K +$14.1K +1,500 New
EWA
152
EverSource Wealth Advisors
Alabama
$14.1K +$14.1K +1,500 New
CA
153
Crewe Advisors
Utah
$13.6K +$714 +76 +6%
RCM
154
Raleigh Capital Management
North Carolina
$13.1K +$939 +100 +8%
SIS
155
Sound Income Strategies
Florida
$9.01K -$12.2K -1,300 -58%
GGI
156
Godsey & Gibb Inc
Virginia
$5.63K +$5.63K +600 New
SPIA
157
Steward Partners Investment Advisory
New York
$5.13K -$23.6K -2,511 -82%
ADL
158
Asset Dedication LLC
California
$5K +$5K +578 New
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$4.57K +$94 +10 +2%
First Manhattan
160
First Manhattan
New York
$2.68K – – –
BCWM
161
Bartlett & Co Wealth Management
Ohio
$2.39K – – –
BC
162
Bartlett & Co
Ohio
$2K – – –
FWM
163
Focused Wealth Management
New York
$1.05K – – –
CAM
164
Cresset Asset Management
Illinois
$133 – – –
Fidelity Investments
165
Fidelity Investments
Massachusetts
$19 +$10 +1 +100%
RGF
166
Retirement Guys Formula
Ohio
– -$162K -17,593 Closed
FFG
167
Ford Financial Group
California
– -$126K -13,771 Closed
CWM
168
Cadence Wealth Management
Massachusetts
– -$118K -12,832 Closed
DADC
169
D.A. Davidson & Co
Montana
– -$102K -11,049 Closed
Millennium Management
170
Millennium Management
New York
– -$97K -10,520 Closed
OIA
171
Optimum Investment Advisors
Illinois
– -$23K -2,500 Closed
UB
172
UMB Bank
Missouri
– -$21K -2,275 Closed
IAMOG
173
Investors Asset Management of Georgia
Georgia
– -$18K -2,000 Closed
WWM
174
Wagner Wealth Management
South Carolina
– -$14K -1,550 Closed
EIP
175
Ellis Investment Partners
Pennsylvania
– -$10K -1,102 Closed
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