EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

164 hedge funds and large institutions have $358M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
164
Holders Change
+22
Holders Change %
+15.49%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
48
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Cura Wealth Advisors
Illinois
$6.05M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.05M
3
LPL Financial
3
LPL Financial
California
$11.4M
4
Ameriprise
4
Ameriprise
Minnesota
$32.2M
5
Creative Planning
5
Creative Planning
Kansas
$2.72M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$194K
2
Invesco
2
Invesco
Georgia
$13.1M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$3.87M
4
CWP
4
Cyndeo Wealth Partners
Florida
$6.58M
5
RC
5
Rareview Capital
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HBW
151
Hazlett, Burt & Watson
West Virginia
$3K 356 +356 New
FFA
152
Farther Finance Advisors
California
$2.6K 266 -3,007 -92%
BCWM
153
Bartlett & Co Wealth Management
Ohio
$2.49K 255 – –
TSMHT
154
Thurston Springer Miller Herd & Titak
Indiana
$2.44K 250 – –
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$2K 193 – –
ADL
156
Asset Dedication LLC
California
$1.21K 124 – –
GRP
157
Global Retirement Partners
California
$1.08K 111 – –
CAWM
158
Capital A Wealth Management
Pennsylvania
$733 75 +75 New
WA
159
WPG Advisers
Maryland
$205 21 +21 New
NS
160
NBC Securities
Alabama
$169 17 -17,283 -100%
TRCT
161
Tower Research Capital (TRC)
New York
$107 11 – –
FFA
162
Frazier Financial Advisors
Ohio
$73 7 – –
Fidelity Investments
163
Fidelity Investments
Massachusetts
$20 2 +2 New
RC
164
Rareview Capital
Nevada
– – -73,810 Closed
Kovitz Investment Group Partners
165
Kovitz Investment Group Partners
Illinois
– – -52,036 Closed
WS
166
Wela Strategies
Georgia
– – -45,107 Closed
UBS AM
167
UBS AM
Illinois
– – -20,000 Closed
IAIM
168
International Assets Investment Management
Florida
– – -16,711 Closed
WA
169
Waverly Advisors
Alabama
– – -16,320 Closed
VAM
170
Verity Asset Management
North Carolina
– – -16,061 Closed
EH
171
Equitable Holdings
New York
– – -10,901 Closed
AWM
172
Avior Wealth Management
Nebraska
– – -5,492 Closed
TCOV
173
Trust Company of Vermont
Vermont
– – -1,100 Closed
MA
174
Montag & Associates
Georgia
– – -681 Closed
HB
175
Horizon Bancorp
Indiana
$0 42 -71 -63%
4 5 6
7
8