Eaton Vance Floating-RateEVLNETF
13F holders, Q4 2024 (December 31)20holders +4
6new positions
2sold out
$50.36avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding Eaton Vance Floating-Rate (EVLN) in their 13F filings, up 4 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($185.4M), Shorepoint Capital Partners LLC ($15.8M) and Corient Private Wealth LP ($8.5M).
- Company
- Eaton Vance Floating-Rate
- Filed as
- MORGAN STANLEY ETF TRUST (Q4 2024)
- CUSIP
- 61774R833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.2M |
| Exits | 2 | $50K |
All 13F filers, Q3 2024 → Q4 2024: 2,367,931 shares bought and 33,649 shares sold, net +2,334,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Morgan Stanley | 0.01% | Add +113.4% | 3,681,283 | $185.4M |
| Shorepoint Capital Partners LLC | 3.62% | Add +30.6% | 314,373 | $15.8M |
| Corient Private Wealth LP | 0.01% | Add +4.3% | 169,662 | $8.5M |
| Jane Street Group, LLC | 0.01% | Add +2811.7% | 131,025 | $6.6M |
| LPL Financial LLC | 0.00% | Add +103.9% | 59,860 | $3.0M |
| Eldridge Investment Advisors, Inc. | 0.69% | Add +143.5% | 59,137 | $3.0M |
| CENTRAL TRUST Co | 0.06% | Add +19422.0% | 49,586 | $2.5M |
| Bank of America Corp. | 0.00% | New | 40,656 | $2.0M |
| Independent Advisor Alliance | 0.02% | New | 23,653 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 23,140 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +66.1% | 12,377 | $623K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -29.2% | 11,341 | $571K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 8,439 | $425K |
| Flow Traders U.S. LLC | 0.02% | Reduce -78.8% | 7,532 | $379K |
| FSC Wealth Advisors, LLC | 0.22% | Add +7.0% | 6,659 | $335K |
| Bison Wealth, LLC | 0.07% | New | 6,300 | $317K |
| Fiduciary Trust Co | 0.00% | No change | 5,473 | $276K |
| Panoramic Investment Advisors, LLC | 0.16% | New | 4,963 | $250K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.0% | 260 | $13K |
| Laurel Wealth Advisors LLC | 0.00% | New | 232 | $12K |
"% of holder's portfolio" is EVLN's weight in each manager's 13F, not the share of Eaton Vance Floating-Rate the manager owns.