E
Eaton Vance National Municipal Opportunities Trust
EOT • NYSE
Eaton Vance National Municipal Opportunities Trust is a publicly traded company on NYSE. As of Q3 2025, 40 institutional investors hold shares in this company, with total holdings valued at $49.2M. 1607 Capital Partners, LLC is the largest holder with a position valued at $9.3M.
Websiteeatonvance.com
Overview
Overview of institutional ownership in EOT as of Q3 2025
All Institutions
- Institutions
- 40
- Value Held
- $49.2M
- Shares Held
- 3.0M
- Avg Position
- $1.2M
- Median Position
- $347.9K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $9.5M
- Shares Held
- 568.2K
- Avg Position
- $4.7M
- Median Position
- $4.7M
Biggest Investors
Institutions with the largest positions in EOT as of Q3 2025
| Institution | Position Value |
|---|---|
 1607 Capital Partners, LLC Hedge Fund•Sector | $9.3M 0.70% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.5M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $5.9M 0.04% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $5.7M 0.21% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $4.8M 0.00% of portfolio |
 UBS Group AG Institution | $3.2M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.9M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.6M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $1.4M 0.00% of portfolio |
 MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | $1.4M 0.84% of portfolio |
Net Capital Flow
Institutional buying and selling activity for EOT in Q3 2025
- Traded
- +$1.0M
- Buyers
- 18
- Sellers
- 13
- Total Bought
- +$5.3M
- Total Sold
- −$4.3M
- Avg Position
- $1.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
G GUGGENHEIM CAPITAL LLC Institution | +$1.1M +66.8K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$996.1K +60.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$830.8K +49.9K shares |
L LPL Financial LLC Institution | +$619.3K +37.2K shares |
 Invesco Ltd. ETF Provider | +$440.4K +26.5K shares |
A Ackerman Capital Advisors, LLC RIA/Wealth | +$267.2K +16.1K shares |
 Pensionmark Financial Group, LLC Pension/Endowment | +$231.5K +13.9K shares |
 AMERIPRISE FINANCIAL INC Institution | +$172.8K +10.4K shares |
 Baird Financial Group, Inc. Private Equity | +$134.7K +8.1K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$120.1K +7.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Retirement Planning Group RIA/Wealth | −$1.5M −89.8K shares |
UBS Group AG Institution | −$799.3K −48.0K shares |
1607 Capital Partners, LLC Hedge Fund•Sector | −$488.2K −29.3K shares |
A AHL INVESTMENT MANAGEMENT, INC. RIA/Wealth | −$324.8K −20.0K shares |
 BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$321.9K −19.8K shares |
 WELLS FARGO & COMPANY/MN Institution | −$286.7K −17.2K shares |
 Sonora Investment Management Group, LLC RIA/Wealth | −$219.2K −13.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$164.4K −10.1K shares |
 ROTHSCHILD INVESTMENT LLC RIA/Wealth | −$91.5K −5.5K shares |
 Goss Wealth Management LLC RIA/Wealth | −$66.6K −4.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited EOT in Q3 2025
- New Positions
- 2
- New Value
- $331.4K
- Exited Positions
- 7
- Exited Value
- $2.5M
New Positions
| Institution | Position Value |
|---|---|
Pensionmark Financial Group, LLC Pension/Endowment | $231.5K 13.9K shares |
 Center for Financial Planning, Inc. RIA/Wealth | $99.8K 6.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Retirement Planning Group RIA/Wealth | $1.5M 89.8K shares |
A AHL INVESTMENT MANAGEMENT, INC. RIA/Wealth | $324.8K 20.0K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $321.9K 19.8K shares |
Sonora Investment Management Group, LLC RIA/Wealth | $219.2K 13.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $164.4K 10.1K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | $40.6K - shares |
 JPMORGAN CHASE & CO Institution | $49.0 3.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in EOT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with EOT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | 0.84% $1.4M |
1607 Capital Partners, LLC Hedge Fund•Sector | 0.70% $9.3M |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.21% $5.7M |
A Ackerman Capital Advisors, LLC RIA/Wealth | 0.11% $527.9K |
 Catalina Capital Group, LLC RIA/Wealth | 0.11% $171.2K |
 Legacy Financial Strategies, LLC RIA/Wealth | 0.09% $508.3K |
B BBK Capital Partners, LLC ETF Provider | 0.06% $358.9K |
G GUGGENHEIM CAPITAL LLC Institution | 0.04% $5.9M |
M Mechanics Financial Corp Institution | 0.03% $83.2K |
 Regal Investment Advisors, LLC RIA/Wealth | 0.03% $423.0K |
Hedge Fund Spotlight
Discover hedge funds investing in EOT
1607 Capital Partners, LLC
Hedge Fund • Sector
Portfolio ManagerJames Edward Mallory
- Portfolio Value
- $1.3B
- Positions
- 120
- Last Reported
- Q3 2025
Sector Allocation
E
Position in Eaton Vance National Municipal Opportunities Trust
- Market Value
- $9.3M
- Shares Held
- 556.4K
- Portfolio Weight
- 0.70%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $99.0M | 7.46% | |
ETF ETF | $91.3M | 6.88% | |
ETF ETF | $85.3M | 6.43% |
