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XEVMX

XEVMX 13F Filing Data & Analysis

Eaton Vance Cal Muni Bond

+$13.8M

Net Activity

Data as of: 2025-09-30

Institutions Holding

53

Popularity Rank

#5653

Avg Weight

0.11%

Total Value

$122.7M

Ownership Trend

53 institutions currently hold XEVMX, with 32 net buyers and 19 net sellers this quarter.

Institutional Moves

Institutional Moves (Q3 2025)

Majority Increased

Based on recent trading activity

Net Selling Institutions

19

Net Buying Institutions

32

Key Holders

Key Holders

Top 5 by Value

SC
Saba Capital Management, L.P.
$43.1M
SI
Sit Investment Associates INC
$38.8M
IA
Icon Advisers Inc/co
$6.9M
AA
Advisors Asset Management, Inc.
$5.6M
MS
Morgan Stanley
$3.4M

Top 5 by Conviction

IA
Icon Advisers Inc/co
1.52%
SC
Saba Capital Management, L.P.
1.18%
SI
Sit Investment Associates INC
0.79%
AC
Almitas Capital LLC
0.45%
ML
Myecfo, LLC
0.44%
View all 53 holding institutions

Quarterly Activity

Recent Activity

+$113.3M

Total Buy Value

$16.0M

Total Sell Value

New buy13
Trim11
Add19
Sold out8

32

Net Buyers

19

Net Sellers

Smart Money Convergence

XEVMX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2025-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/XEVMX

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

27828A100

FAQ

Who are the top institutional investors holding EATON VANCE CAL MUNI BOND (XEVMX)?
Major stakeholders currently include Saba Capital Management, L.P. ($43.1M), Sit Investment Associates INC ($38.8M), Icon Advisers Inc/co ($6.9M). Based on the latest 13F filings, there are a total of 53 tracked investment funds and institutions maintaining positions in XEVMX.
What is the overall institutional sentiment toward XEVMX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $13.8M, driven by 32 managers accumulating shares while 19 reduced their exposure.
Which institutions have been selling or reducing their XEVMX positions?
In the latest period, 11 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $16.0M.
Are there any notable investors adding XEVMX to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 19 existing holders added to their shares. The total reported buy value for the quarter amounted to $113.3M.

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