ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

40 hedge funds and large institutions have $42M invested in Eaton Vance Municipal Income 2028 Term Trust in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.29M
2
Wells Fargo
Wells Fargo
California
$6.18M
3
WKWM
Walter & Keenan Wealth Management
Indiana
$2.65M
4
US Bancorp
US Bancorp
Minnesota
$141K
5
Bessemer Group
Bessemer Group
New Jersey
$52K

Top Sellers

1
SIG
Sargent Investment Group
Maryland
$0
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.63M
3
KAS
Kestra Advisory Services
Texas
$432K
4
TP
Tranquility Partners
Tennessee
$0
5
RJT
Raymond James Trust
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$308K – – –
ASN
27
Advisory Services Network
Georgia
$306K – – –
Ameriprise
28
Ameriprise
Minnesota
$227K +$31.2K +1,424 +16%
AA
29
Ancora Advisors
Ohio
$170K – – –
US Bancorp
30
US Bancorp
Minnesota
$141K +$141K +6,450 New
IAIM
31
International Assets Investment Management
Florida
$123K – – –
AIM
32
Anchor Investment Management
South Carolina
$120K – – –
NSIM
33
North Star Investment Management
Illinois
$66K – – –
Bessemer Group
34
Bessemer Group
New Jersey
$52K +$52K +2,372 New
VFA
35
Valeo Financial Advisors
Indiana
$44K – – –
SFS
36
Sowell Financial Services
Arkansas
$23K +$289 +13 +1%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$8K – – –
HI
38
Harbour Investments
Wisconsin
$6K +$6K +275 New
PA
39
Parallel Advisors
California
$2K – – –
Northern Trust
40
Northern Trust
Illinois
$2K +$2K +10,000 New
SIG
41
Sargent Investment Group
Maryland
– -$486K -20,745 Closed
TP
42
Tranquility Partners
Tennessee
– -$255K -10,896 Closed
RJT
43
Raymond James Trust
Florida
– -$231K -9,868 Closed
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
– -$87K -3,722 Closed
PWM
45
Perigon Wealth Management
California
– -$41K -1,744 Closed
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