ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

37 hedge funds and large institutions have $41.2M invested in Eaton Vance Municipal Income 2028 Term Trust in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$5.99M
2
GC
Guggenheim Capital
Illinois
$786K
3
WKWM
Walter & Keenan Wealth Management
Indiana
$2.96M
4
ST
Sentinel Trust
Texas
$225K
5
LPL Financial
LPL Financial
California
$629K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$2.37M
2
Wells Fargo
Wells Fargo
California
$2.78M
3
BFO
Biltmore Family Office
North Carolina
$0
4
QC
Quent Capital
New York
$0
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$344K -$9.72K -476 -3%
KeyBank National Association
27
KeyBank National Association
Ohio
$331K +$102K +4,993 +45%
OIA
28
OneDigital Investment Advisors
Kansas
$287K – – –
Ameriprise
29
Ameriprise
Minnesota
$262K +$10.1K +494 +4%
ST
30
Sentinel Trust
Texas
$225K +$225K +11,000 New
US Bancorp
31
US Bancorp
Minnesota
$132K – – –
AIM
32
Anchor Investment Management
South Carolina
$112K – – –
NSIM
33
North Star Investment Management
Illinois
$61K – – –
Bessemer Group
34
Bessemer Group
New Jersey
$46K – – –
HA
35
Herold Advisors
New York
$22.1K +$22.1K +1,081 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$8K – – –
PA
37
Parallel Advisors
California
$2K – – –
QC
38
Quent Capital
New York
– -$430K -20,000 Closed
BFO
39
Biltmore Family Office
North Carolina
– -$430K -20,000 Closed
ASN
40
Advisory Services Network
Georgia
– -$258K -12,000 Closed
WAM
41
Wolverine Asset Management
Illinois
– -$230K -10,712 Closed
Northern Trust
42
Northern Trust
Illinois
– -$2K -10,000 Closed
MA
43
Mutual Advisors
Nebraska
– -$205K -9,546 Closed
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