ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

33 hedge funds and large institutions have $42M invested in Eaton Vance Municipal Income 2028 Term Trust in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$594K
2
Wells Fargo
2
Wells Fargo
California
$2.31M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$2.24M
4
BHPW
4
Beverly Hills Private Wealth
California
$227K
5
Raymond James Financial
5
Raymond James Financial
Florida
$3.91M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$1.55M
3
WKWM
3
Walter & Keenan Wealth Management
Indiana
$686K
4
Bank of America
4
Bank of America
North Carolina
$2.42M
5
Ameriprise
5
Ameriprise
Minnesota
$504K
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$10.6M 589,204 +3,600 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$7.26M 403,259 +2,466 +0.6%
Raymond James Financial
3
Raymond James Financial
Florida
$3.91M 216,949 +11,566 +6%
UBS Group
4
UBS Group
Switzerland
$2.5M 138,599 +3,958 +3%
Bank of America
5
Bank of America
North Carolina
$2.42M 134,603 -2,024 -1%
Wells Fargo
6
Wells Fargo
California
$2.31M 128,303 +23,507 +22%
USCWA
7
U.S. Capital Wealth Advisors
Texas
$2.24M 124,160 +16,939 +16%
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.55M 86,330 -7,895 -8%
Stifel Financial
9
Stifel Financial
Missouri
$893K 49,610 +1,058 +2%
VanEck Associates
10
VanEck Associates
New York
$828K 45,989 +240 +0.5%
LPL Financial
11
LPL Financial
California
$751K 41,680 +5,082 +14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$720K 39,969 +1,217 +3%
WKWM
13
Walter & Keenan Wealth Management
Indiana
$686K 38,075 -2,799 -7%
MOS
14
MGO One Seven
Ohio
$684K 37,960 – –
SPIA
15
Steward Partners Investment Advisory
New York
$649K 36,049 -500 -1%
IWC
16
Integrated Wealth Concepts
Massachusetts
$594K 32,986 +32,986 New
Truist Financial
17
Truist Financial
North Carolina
$561K 31,159 -235 -0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$520K 28,872 -1,109 -4%
Ameriprise
19
Ameriprise
Minnesota
$504K 27,964 -1,895 -6%
MFG
20
Merit Financial Group
Georgia
$438K 24,335 +11,080 +84%
ACP
21
Aviance Capital Partners
Florida
$324K 17,965 +2,312 +15%
MWM
22
Melfa Wealth Management
Massachusetts
$277K 15,372 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$232K 13,177 -1,678 -11%
BHPW
24
Beverly Hills Private Wealth
California
$227K 12,615 +12,615 New
AIM
25
Anchor Investment Management
South Carolina
$169K 9,400 – –
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