Eaton Vance Municipal Income 2028 Term Trust
ETX
34 hedge funds and large institutions have $34.6M invested in Eaton Vance Municipal Income 2028 Term Trust in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 32 → 34 (+2)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
0.32% less ownership
Funds ownership: 17.07% → 16.75% (-0.32%)
1% less capital invested
Capital invested by funds: $34.9M → $34.6M (-$255K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$750K |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$400K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$357K |
| 4 |
UR
USCA RIA
Houston,
Texas
|
+$210K |
| 5 |
LPL Financial
San Diego,
California
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$733K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$702K |
| 3 |
Morgan Stanley
New York
|
-$400K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$309K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$246K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $67K | +$534 | +28 | +0.8% |
|
|
NSIM
27
North Star Investment Management
Chicago,
Illinois
| $57K | -$38.1K | -2,000 | -40% |
|
|
VFA
28
Valeo Financial Advisors
Carmel,
Indiana
| $38K | – | – | – |
|
|
AIC
29
Ameritas Investment Company
Lincoln,
Nebraska
| $38K | +$37.9K | +1,988 | New |
|
|
S
30
SignatureFD
Atlanta,
Georgia
| $29K | – | – | – |
|
|
AIM
31
Anchor Investment Management
Columbia,
South Carolina
| $22.9K | – | – | – |
|
|
QCIG
32
Quad-Cities Investment Group
Davenport,
Iowa
| $19K | +$210 | +11 | +1% |
|
33
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $19K | +$19.1K | +1,000 | New |
|
|
AA
34
Ancora Advisors
Cleveland,
Ohio
| – | -$152K | -7,782 | Closed |
|
|
SPIA
35
Steward Partners Investment Advisory
New York
| – | -$123K | -6,314 | Closed |
|
|
AWM
36
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| – | -$29K | -1,471 | Closed |
|
ETX Hedge Fund Activity: Q4 2018 in Review
34 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q4 2018, worth a combined $34.6M — down 0.73% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ETX positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $750K. The largest seller was Raymond James & Associates, cutting an estimated $733K.
- 34 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q4 2018, up from 32 in Q3 2018.
- Funds reported $34.6M of Eaton Vance Municipal Income 2028 Term Trust stock for Q4 2018, down 0.73% quarter-over-quarter.
- 5 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q4 2018 and 3 closed out, a net change of +2 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q4 2018 was Private Advisor Group, an estimated $750K added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q4 2018 was Raymond James & Associates, an estimated $733K sold.
Based on aggregated 13F filings for Q4 2018.