ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

41 hedge funds and large institutions have $46.4M invested in Eaton Vance Municipal Income 2028 Term Trust in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.2M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.01M
3
UBS Group
UBS Group
Switzerland
+$481K
4
KAS
Kestra Advisory Services
Texas
+$296K
5
Ameriprise
Ameriprise
Minnesota
+$210K

Top Sellers

1
Invesco
Invesco
Georgia
-$356K
2
ST
Sentinel Trust
Texas
-$295K
3
Morgan Stanley
Morgan Stanley
New York
-$260K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$155K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$80.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$329K – – –
ASN
27
Advisory Services Network
Georgia
$327K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$320K +$7.02K +300 +2%
TP
29
Tranquility Partners
Tennessee
$255K +$2.48K +106 +1%
RJT
30
Raymond James Trust
Florida
$231K – – –
Ameriprise
31
Ameriprise
Minnesota
$210K +$210K +8,949 New
AA
32
Ancora Advisors
Ohio
$182K – – –
AIM
33
Anchor Investment Management
South Carolina
$129K – – –
IAIM
34
International Assets Investment Management
Florida
$123K +$123K +5,231 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$87K -$80.4K -3,441 -48%
NSIM
36
North Star Investment Management
Illinois
$70K – – –
VFA
37
Valeo Financial Advisors
Indiana
$47K – – –
PWM
38
Perigon Wealth Management
California
$41K +$41K +1,744 New
SFS
39
Sowell Financial Services
Arkansas
$24K +$235 +10 +1%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$9K -$7.64K -314 -46%
PA
41
Parallel Advisors
California
$2K +$2K +89 New
ST
42
Sentinel Trust
Texas
– -$295K -14,000 Closed
HPC
43
HM Payson & Co
Maine
– -$49K -2,333 Closed
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
– -$32K -1,500 Closed
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