EATON VANCE SR FLTG RATE TR (XEFRX) Institutional Ownership Changes & 13F Activity

EATON VANCE SR FLTG RATE TR (XEFRX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include 1607 Capital Partners, Llc, Ameriprise Financial Inc, Invesco Ltd., Saba Capital Management, L.P., and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+114,707+642.3%132,565$1.41MQ2 2026Sep 23, 2026
1607 Capital Partners, LlcSell-696,621-43.9%889,618$9.43MQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcSell-2,602-13.1%17,329$183.69KQ2 2026Aug 18, 2026
Almitas Capital LlcBuy+4,611+9.3%54,393$576.57KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+593,268—593,268$6.29MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+569,237—569,237$6.03MQ2 2026Aug 14, 2026
Saba Capital Management, L.P.Buy+282,697+108.0%544,453$5.77MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+272,837+157.8%445,785$4.73MQ2 2026Aug 14, 2026
Logan Stone Capital, LlcSell-151,465-28.0%389,253$4.13MQ2 2026Aug 14, 2026
Loomis Sayles & Co L PBuy+133,152+38.4%479,834$5.09MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+56,825+60.2%151,159$1.60MQ2 2026Aug 14, 2026
Bank Of America CorpSell-12,867-2.7%468,927$4.97MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+12,521—12,521$132.00KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+9,963+87.6%21,331$226.11KQ2 2026Aug 14, 2026
Nomura Holdings IncBuy+9,850+97.0%20,000$212.00KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+4,663+32.6%18,963$201.00KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+4,302+0.8%567,622$6.02MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Sell-2,400-1.1%220,390$2.34MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-573-1.8%32,050$339.73KQ2 2026Aug 14, 2026
Mai Capital ManagementSell-7-0.0%25,383$269.06KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+2+2.2%94$995.00Q2 2026Aug 14, 2026
Icon Advisers Inc/CoBuy+55,864+51.3%164,734$1.75MQ2 2026Aug 13, 2026
Morgan StanleySell-30,403-6.1%468,678$4.97MQ2 2026Aug 13, 2026
Ubs Group AgSell-3,212-7.1%42,009$445.30KQ2 2026Aug 13, 2026
Verity Asset Management, Inc.Buy+1,952+1.4%144,928$1.54MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+1,548+619.2%1,798$19.06KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+68+0.6%10,668$113.08KQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsBuy+25+2.2%1,186$12.57KQ2 2026Aug 13, 2026
Matisse CapitalBuy+100,012—100,012$1.06MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+58,580+23.3%309,856$3.28MQ2 2026Aug 12, 2026
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Frequently asked questions about XEFRX activity

  • Which institutional owners are buying XEFRX?

    Institutional owners buying XEFRX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XEFRX activity?

    "Buy" means an investor increased their reported position in XEFRX compared to the prior reporting period. This reflects growing exposure to EATON VANCE SR FLTG RATE TR (XEFRX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XEFRX increasing?

    Institutional interest in XEFRX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.