Who Owns EFT?
Eaton Vance Floating-Rate Income Trust — Institutional Ownership & 13F Holdings
$10.79
-0.02 (-0.19%)
Market Cap
$295.0M
Shares Outstanding
26,578,058
Institutional Holders
78
Total Inst. Value
$94.8M
% of Float Held
—
QoQ Holder Change
-67
Institutional data as of Q1 2025
New Positions
13
Closed Positions
8
Increased
17
Decreased
22
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $16.8M | 1,335,496 |
| 2 | BANK OF AMERICA CORP /DE/ | $13.9M | 1,106,500 |
| 3 | RAYMOND JAMES FINANCIAL INC | $9.6M | 766,447 |
| 4 | GUGGENHEIM CAPITAL LLC | $7.0M | 557,099 |
| 5 | Advisors Asset Management, Inc. | $6.2M | 492,934 |
| 6 | OSAIC HOLDINGS, INC. | $6.1M | 485,919 |
| 7 | Invesco Ltd. | $5.2M | 410,386 |
| 8 | Ethos Financial Group, LLCNew | $2.8M | 220,923 |
| 9 | ROYAL BANK OF CANADA | $2.7M | 215,021 |
| 10 | Apollon Wealth Management, LLC | $1.9M | 151,834 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +117K | $9.6M |
| OSAIC HOLDINGS, INC. | +190K | $6.1M |
| Invesco Ltd. | +15K | $5.2M |
| Ethos Financial Group, LLCNew | +221K | $2.8M |
| Apollon Wealth Management, LLC | +18K | $1.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -228K | $13.9M |
| GUGGENHEIM CAPITAL LLC | -47K | $7.0M |
| MORGAN STANLEY | -43K | $16.8M |
| AMERIPRISE FINANCIAL INC | -35K | $435K |
| Marble Harbor Investment Counsel, LLC | -22K | $785K |
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Frequently Asked Questions
How many institutional investors hold EFT?
As of Q1 2025, 78 institutional investors report holding EFT (Eaton Vance Floating-Rate Income Trust) in their 13F filings.
Which hedge fund owns the most EFT?
The largest institutional holder of EFT is MORGAN STANLEY with $16.8M in shares.
Are institutions buying or selling EFT?
This quarter, 13 institutions opened new positions in EFT and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.