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ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

32 hedge funds and large institutions have $37.8M invested in Eaton Vance Municipal Income 2028 Term Trust in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 31 → 32 (+1)

3% more capital invested

Capital invested by funds: $36.5M → $37.8M (+$1.22M)

0.21% more ownership

Funds ownership: 16.74% → 16.95% (+0.21%)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$326K
2
OIA
OneDigital Investment Advisors
Kansas
+$226K
3
UBS Group
UBS Group
Switzerland
+$217K
4
WKWM
Walter & Keenan Wealth Management
Indiana
+$124K
5
Wells Fargo
Wells Fargo
California
+$109K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$354K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$223K
3
WAM
Wolverine Asset Management
Illinois
-$211K
4
WAM
Wealthspire Advisors (Maryland)
Maryland
-$71K
5
NSIM
North Star Investment Management
Illinois
-$60K
Name Holding Trade Value Shares
Change 		Change in
Stake
TP
26
Tranquility Partners
Tennessee
$211K +$212K +10,261 New
AIM
27
Anchor Investment Management
South Carolina
$96.7K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$90K +$90.7K +4,399 New
WCG
29
Weaver Consulting Group
California
$58K – – –
VFA
30
Valeo Financial Advisors
Indiana
$41K – – –
WAM
31
Wolverine Asset Management
Illinois
$34K -$211K -10,242 -86%
QCIG
32
Quad-Cities Investment Group
Iowa
$20K +$247 +12 +1%
WAM
33
Wealthspire Advisors (Maryland)
Maryland
– -$71K -3,538 Closed
NSIM
34
North Star Investment Management
Illinois
– -$60K -3,000 Closed
1
2

ETX Hedge Fund Activity: Q2 2019 in Review

32 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q2 2019, worth a combined $37.8M — up 3.3% from $36.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ETX positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $326K. The largest seller was Bank of America, cutting an estimated $354K.

  • 32 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q2 2019, up from 31 in Q1 2019.
  • Funds reported $37.8M of Eaton Vance Municipal Income 2028 Term Trust stock for Q2 2019, up 3.3% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q2 2019 and 2 closed out, a net change of +1 holder.
  • The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q2 2019 was Ladenburg Thalmann Financial Services, an estimated $326K added.
  • The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q2 2019 was Bank of America, an estimated $354K sold.

Based on aggregated 13F filings for Q2 2019.