Eaton Vance Cal Muni BondXEVMX
13F holders, Q2 2025 (June 30)50holders +2
5new positions
3sold out
$8.92avg. 13F price*
At the end of Q2 2025, 50 institutions reported holding Eaton Vance Cal Muni Bond (XEVMX) in their 13F filings, up 2 from Q1 2025. 5 opened new positions and 3 sold out. The largest holders were Saba Capital Management, L.P. ($40.5M), Sit Investment Associates Inc. ($34.6M) and Icon Advisers Inc. ($4.8M).
- Company
- Eaton Vance Cal Muni Bond
- CUSIP
- 27828A100
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $605K |
| Exits | 3 | $859K |
All 13F filers, Q1 2025 → Q2 2025: 1,090,888 shares bought and 508,499 shares sold, net +582,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Saba Capital Management, L.P. | 1.11% | Add +12.9% | 4,544,380 | $40.5M |
| Sit Investment Associates Inc. | 0.74% | Add +9.8% | 3,880,632 | $34.6M |
| Icon Advisers Inc. | 1.10% | No change | 533,734 | $4.8M |
| Advisors Asset Management, Inc. | 0.08% | Add +2.7% | 503,557 | $4.5M |
| Guggenheim Capital LLC | 0.03% | Reduce -6.8% | 404,279 | $3.6M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +16.6% | 251,926 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +14.0% | 224,256 | $2.0M |
| Morgan Stanley | 0.00% | Reduce -11.2% | 214,226 | $1.9M |
| LPL Financial LLC | 0.00% | Add +32.5% | 157,175 | $1.4M |
| City of London Investment Management Co. Ltd. | 0.12% | Reduce -26.1% | 138,683 | $1.2M |
| Myecfo, LLC | 0.47% | Reduce -7.1% | 106,450 | $950K |
| Absolute Investment Advisers, LLC | 0.12% | No change | 104,332 | $931K |
| UBS Group AG | 0.00% | Reduce -6.3% | 94,327 | $841K |
| Perennial Investment Advisors, LLC | 0.07% | Add +5.7% | 78,950 | $704K |
| 1607 Capital Partners, LLC | 0.05% | Reduce -9.9% | 71,153 | $635K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.3% | 68,788 | $614K |
| Ameriprise Financial Inc. | 0.00% | Add +10.6% | 61,323 | $547K |
| Campbell Capital Management Inc. | 0.21% | Reduce -29.8% | 61,169 | $546K |
| Evoke Wealth, LLC | 0.01% | Add +10.9% | 59,160 | $528K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 55,079 | $491K |
| Envestnet Asset Management Inc. | 0.00% | Add +42.1% | 52,432 | $468K |
| Rareview Capital LLC | 0.29% | Reduce -7.7% | 51,218 | $457K |
| Debussy Capital Management LP | 0.06% | Add +0.1% | 44,644 | $398K |
| Melfa Wealth Management, Inc. | 0.24% | No change | 42,446 | $379K |
| Quarry LP | 0.09% | No change | 40,657 | $363K |
| Deutsche Bank AG | 0.00% | Reduce -83.4% | 33,792 | $301K |
| Stifel Financial Corp. | 0.00% | Add +8.3% | 31,005 | $277K |
| Bank of America Corp. | 0.00% | Reduce -19.5% | 30,868 | $275K |
| Sanctuary Advisors, LLC | 0.00% | Add +46.2% | 26,511 | $236K |
| Bluefin Capital Management, LLC | 0.18% | Reduce -74.6% | 25,231 | $225K |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 20,198 | $180K |
| Vanguard Capital Wealth Advisors | 0.18% | No change | 20,000 | $178K |
| HighTower Advisors, LLC | 0.00% | No change | 18,951 | $169K |
| NewEdge Advisors, LLC | 0.00% | New | 17,520 | $156K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 15,152 | $137K |
| Susquehanna International Group, LLP | 0.00% | New | 13,296 | $119K |
| Bridgewealth Advisory Group, LLC | 0.03% | New | 13,149 | $117K |
| Wedbush Securities Inc. | 0.00% | New | 12,125 | $108K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.07% | New | 11,755 | $105K |
| MKT Advisors LLC | 0.04% | Reduce -4.1% | 11,605 | $103K |
| Madrona Financial Services, LLC | 0.02% | Add +1.4% | 10,745 | $96K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 10,679 | $95K |
| Alethea Capital Management, LLC | 0.07% | No change | 10,658 | $95K |
| Wealthspire Advisors, LLC | 0.00% | No change | 10,333 | $92K |
| One Capital Management, LLC | 0.00% | No change | 10,318 | $92K |
| Hollencrest Capital Management | 0.00% | No change | 2,770 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,301 | $21K |
| Rothschild Investment LLC | 0.00% | Add +1.4% | 1,516 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -78.3% | 1,400 | $12K |
| Parallel Advisors, LLC | 0.00% | No change | 360 | $3K |
"% of holder's portfolio" is XEVMX's weight in each manager's 13F, not the share of Eaton Vance Cal Muni Bond the manager owns.