ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

31 hedge funds and large institutions have $36.5M invested in Eaton Vance Municipal Income 2028 Term Trust in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$2.77M
2
WAM
Wolverine Asset Management
Illinois
+$240K
3
WKWM
Walter & Keenan Wealth Management
Indiana
+$222K
4
UR
USCA RIA
Texas
+$158K
5
VanEck Associates
VanEck Associates
New York
+$154K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.07M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$802K
3
AAM
Advisors Asset Management
Colorado
-$573K
4
MIG
Mariner Investment Group
New York
-$401K
5
FFA
First Foundation Advisors
California
-$172K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
26
Anchor Investment Management
South Carolina
$94.8K +$70.6K +3,500 +292%
WAM
27
Wealthspire Advisors (Maryland)
Maryland
$71K +$542 +27 +0.8%
NSIM
28
North Star Investment Management
Illinois
$60K – – –
WCG
29
Weaver Consulting Group
California
$58K +$58K +2,800 New
VFA
30
Valeo Financial Advisors
Indiana
$40K – – –
QCIG
31
Quad-Cities Investment Group
Iowa
$19K +$193 +10 +1%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
– -$802K -42,000 Closed
MIG
33
Mariner Investment Group
New York
– -$401K -20,984 Closed
AIC
34
Ameritas Investment Company
Nebraska
– -$38K -1,988 Closed
S
35
SignatureFD
Georgia
– -$29K -1,517 Closed
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
– -$19K -1,000 Closed
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