EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

144 hedge funds and large institutions have $387M 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, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
1.93%
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
44
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$61.2M
2
Ameriprise
Ameriprise
Minnesota
$41.1M
3
GC
Guggenheim Capital
Illinois
$16.4M
4
Morgan Stanley
Morgan Stanley
New York
$102M
5
Wells Fargo
Wells Fargo
California
$2.67M

Top Sellers

1
KIG
Kennedy Investment Group
New Jersey
$3.28M
2
LPL Financial
LPL Financial
California
$11.1M
3
CWP
Cyndeo Wealth Partners
Florida
$4.65M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$1.96M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$102M +$1.26M +122,699 +1%
SIA
2
Sit Investment Associates
Minnesota
$61.2M +$8.18M +797,006 +15%
Ameriprise
3
Ameriprise
Minnesota
$41.1M +$4.07M +396,370 +11%
GC
4
Guggenheim Capital
Illinois
$16.4M +$1.75M +170,926 +12%
Invesco
5
Invesco
Georgia
$14.2M -$16K -1,564 -0.1%
LPL Financial
6
LPL Financial
California
$11.1M -$2.42M -236,097 -18%
CPIG
7
Chicago Partners Investment Group
Illinois
$10.4M +$469K +46,455 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.41M +$17.8K +1,731 +0.2%
CIA
9
Capital Investment Advisors
Georgia
$9.05M -$431K -41,980 -5%
UBS Group
10
UBS Group
Switzerland
$7.03M -$135K -13,122 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$6.44M +$306K +29,793 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$5.97M -$323K -31,503 -5%
PCM
13
Penserra Capital Management
California
$5.44M +$161K +15,660 +3%
CWP
14
Cyndeo Wealth Partners
Florida
$4.65M -$1.21M -118,032 -21%
CWA
15
Cura Wealth Advisors
Illinois
$4.49M -$190K -18,547 -4%
Stifel Financial
16
Stifel Financial
Missouri
$4.34M +$94.5K +9,214 +2%
KWM
17
Kanen Wealth Management
Florida
$4.12M +$352K +34,350 +9%
OHA
18
Oak Hill Advisors
New York
$4.01M -$135K -13,201 -3%
Cohen & Steers
19
Cohen & Steers
New York
$3.85M – – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.76M -$550K -53,558 -13%
KIG
21
Kennedy Investment Group
New Jersey
$3.28M -$2.58M -251,247 -44%
Bank of America
22
Bank of America
North Carolina
$2.98M +$143K +13,941 +5%
Creative Planning
23
Creative Planning
Kansas
$2.82M -$8K -780 -0.3%
Wells Fargo
24
Wells Fargo
California
$2.67M +$812K +79,176 +44%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.65M -$410K -41,969 -13%
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