Eaton Vance Limited Duration Income Fund
151 hedge funds and large institutions have $372M invested in Eaton Vance Limited Duration Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 56 increasing their positions, 44 reducing their positions, and 21 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 44
4% more capital invested
Capital invested by funds: $359M → $372M (+$13.1M)
0.5% more ownership
Funds ownership: 31.57% → 32.07% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less funds holding
Funds holding: 166 → 151 (-15)
62% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.17M |
| 2 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$1.73M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.47M |
| 4 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$1.4M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.06M |
| 2 |
CWA
Cura Wealth Advisors
Chicago,
Illinois
|
-$1.65M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.4M |
| 4 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$1.04M |
| 5 |
KIG
Kennedy Investment Group
West Depford,
New Jersey
|
-$397K |
EVV Hedge Fund Activity: Q1 2025 in Review
151 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q1 2025, worth a combined $372M — up 3.7% from $359M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of EVV and 8 opened new positions — a net loss of 13 holders — while 44 trimmed existing stakes and 56 added.
The largest buyer was Ameriprise, adding an estimated $3.17M. The largest seller was Morgan Stanley, cutting an estimated $2.06M.
- 151 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q1 2025, down from 166 in Q4 2024.
- Funds reported $372M of Eaton Vance Limited Duration Income Fund stock for Q1 2025, up 3.7% quarter-over-quarter.
- 8 funds opened new Eaton Vance Limited Duration Income Fund positions in Q1 2025 and 21 closed out, a net change of -13 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q1 2025 was Ameriprise, an estimated $3.17M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q1 2025 was Morgan Stanley, an estimated $2.06M sold.
Based on aggregated 13F filings for Q1 2025.