ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

35 hedge funds and large institutions have $40.9M invested in Eaton Vance Municipal Income 2028 Term Trust in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$563K
2
SIG
Sargent Investment Group
Maryland
$450K
3
Bank of America
Bank of America
North Carolina
$4.39M
4
Wells Fargo
Wells Fargo
California
$3.98M
5
WKWM
Walter & Keenan Wealth Management
Indiana
$1.86M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$0
2
UBS Group
UBS Group
Switzerland
$2.86M
3
SWP
Stratos Wealth Partners
Ohio
$763K
4
Citigroup
Citigroup
New York
$327K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$539K
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
26
Lavaca Capital
Texas
$229K – – –
TP
27
Tranquility Partners
Tennessee
$225K +$2.24K +103 +1%
SPIA
28
Steward Partners Investment Advisory
New York
$130K +$35.1K +1,625 +37%
AIM
29
Anchor Investment Management
South Carolina
$102K – – –
NSIM
30
North Star Investment Management
Illinois
$65K +$65K +3,000 New
WCG
31
Weaver Consulting Group
California
$59K – – –
VFA
32
Valeo Financial Advisors
Indiana
$43K – – –
AIC
33
Ameritas Investment Company
Nebraska
$43K +$43K +1,988 New
QCIG
34
Quad-Cities Investment Group
Iowa
$22K +$197 +9 +0.9%
GI
35
Gradient Investments
Minnesota
$6K +$6K +263 New
AAM
36
Advisors Asset Management
Colorado
– -$521K -25,352 Closed
WAM
37
Wolverine Asset Management
Illinois
– -$34K -1,700 Closed
1
2