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EVV

Eaton Vance Limited Duration Income Fund

146 hedge funds and large institutions have $390M invested in Eaton Vance Limited Duration Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $372M → $390M (+$18.2M)

0.66% more ownership

Funds ownership: 32.05%32.71% (+0.66%)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

3% less funds holding

Funds holding: 150146 (-4)

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
146
Holders Change
-4
Holders Change %
-2.67%
% of All Funds
1.92%
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
46
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$102M +$1.21M +122,699 +1%
SIA
2
Sit Investment Associates
Minnesota
$61.2M +$7.88M +797,006 +15%
Ameriprise
3
Ameriprise
Minnesota
$41.1M +$3.92M +396,370 +11%
GC
4
Guggenheim Capital
Illinois
$16.4M +$1.69M +170,926 +12%
Invesco
5
Invesco
Georgia
$14.2M -$15.5K -1,564 -0.1%
LPL Financial
6
LPL Financial
California
$11.1M -$2.33M -236,097 -18%
CPIG
7
Chicago Partners Investment Group
Illinois
$10.4M +$459K +46,455 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.41M +$17.1K +1,731 +0.2%
CIA
9
Capital Investment Advisors
Georgia
$9.05M -$415K -41,980 -5%
UBS Group
10
UBS Group
Switzerland
$7.03M -$130K -13,122 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$6.44M +$295K +29,793 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$5.97M -$311K -31,503 -5%
PCM
13
Penserra Capital Management
California
$5.44M +$155K +15,660 +3%
CWP
14
Cyndeo Wealth Partners
Florida
$4.65M -$1.17M -118,032 -21%
CWA
15
Cura Wealth Advisors
Illinois
$4.49M -$183K -18,547 -4%
Stifel Financial
16
Stifel Financial
Missouri
$4.34M +$91.1K +9,214 +2%
KWM
17
Kanen Wealth Management
Florida
$4.12M +$340K +34,350 +9%
OHA
18
Oak Hill Advisors
New York
$4.01M -$131K -13,201 -3%
Cohen & Steers
19
Cohen & Steers
New York
$3.85M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.76M -$530K -53,558 -13%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.42M +$200K +20,213 +6%
KIG
22
Kennedy Investment Group
New Jersey
$3.28M -$2.48M -251,247 -44%
Bank of America
23
Bank of America
North Carolina
$2.98M +$138K +13,941 +5%
Creative Planning
24
Creative Planning
Kansas
$2.82M -$7.71K -780 -0.3%
Wells Fargo
25
Wells Fargo
California
$2.67M +$783K +79,176 +44%

EVV Hedge Fund Activity: Q2 2025 in Review

146 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q2 2025, worth a combined $390M — up 4.9% from $372M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EVV and 13 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 46 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.88M. The largest seller was Kennedy Investment Group, cutting an estimated $2.48M.

  • 146 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q2 2025, down from 150 in Q1 2025.
  • Funds reported $390M of Eaton Vance Limited Duration Income Fund stock for Q2 2025, up 4.9% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Limited Duration Income Fund positions in Q2 2025 and 16 closed out, a net change of -3 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $7.88M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q2 2025 was Kennedy Investment Group, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2025.