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ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

39 hedge funds and large institutions have $39.8M invested in Eaton Vance Municipal Income 2028 Term Trust in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

6% more capital invested

Capital invested by funds: $37.5M → $39.8M (+$2.3M)

5% more funds holding

Funds holding: 37 → 39 (+2)

0.5% more ownership

Funds ownership: 16.93% → 17.42% (+0.5%)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1M
2
Morgan Stanley
Morgan Stanley
New York
+$555K
3
UBS Group
UBS Group
Switzerland
+$314K
4
SPIA
Steward Partners Investment Advisory
New York
+$182K
5
WKWM
Walter & Keenan Wealth Management
Indiana
+$150K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$681K
2
EVM
Eaton Vance Management
Massachusetts
-$325K
3
Invesco
Invesco
Georgia
-$255K
4
Stifel Financial
Stifel Financial
Missouri
-$225K
5
UR
USCA RIA
Texas
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
26
Sentinel Trust
Texas
$295K -$152K -7,100 -34%
ASN
27
Advisory Services Network
Georgia
$294K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$281K – – –
TP
29
Tranquility Partners
Tennessee
$227K +$2.29K +107 +1%
RJT
30
Raymond James Trust
Florida
$208K – – –
AA
31
Ancora Advisors
Ohio
$164K – – –
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$151K +$122K +5,697 +389%
AIM
33
Anchor Investment Management
South Carolina
$116K – – –
NSIM
34
North Star Investment Management
Illinois
$63K – – –
HPC
35
HM Payson & Co
Maine
$49K +$49.9K +2,333 New
VFA
36
Valeo Financial Advisors
Indiana
$42K – – –
CSPIA
37
Cary Street Partners Investment Advisory
Virginia
$32K +$32.1K +1,500 New
SFS
38
Sowell Financial Services
Arkansas
$21K +$214 +10 +1%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$15K +$6.71K +314 +85%
PAG
40
Private Advisor Group
New Jersey
– -$11K -562 Closed
1
2

ETX Hedge Fund Activity: Q3 2020 in Review

39 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q3 2020, worth a combined $39.8M — up 6.1% from $37.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ETX positions and 1 closed out — a net gain of 2 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $1M. The largest seller was Bank of America, cutting an estimated $681K.

  • 39 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q3 2020, up from 37 in Q2 2020.
  • Funds reported $39.8M of Eaton Vance Municipal Income 2028 Term Trust stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q3 2020 and 1 closed out, a net change of +2 holders.
  • The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q3 2020 was Rockefeller Capital Management, an estimated $1M added.
  • The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q3 2020 was Bank of America, an estimated $681K sold.

Based on aggregated 13F filings for Q3 2020.