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ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

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

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

1.16% less ownership

Funds ownership: 19.73% → 18.57% (-1.2%)

10% less funds holding

Funds holding: 41 → 37 (-4)

10% less capital invested

Capital invested by funds: $45.9M → $41.2M (-$4.66M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.58%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$935K
2
GC
Guggenheim Capital
Illinois
+$794K
3
WKWM
Walter & Keenan Wealth Management
Indiana
+$245K
4
ST
Sentinel Trust
Texas
+$227K
5
LPL Financial
LPL Financial
California
+$198K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.72M
2
Wells Fargo
Wells Fargo
California
-$1.21M
3
BFO
Biltmore Family Office
North Carolina
-$430K
4
QC
Quent Capital
New York
-$430K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$344K -$9.83K -476 -3%
KeyBank National Association
27
KeyBank National Association
Ohio
$331K +$103K +4,993 +45%
OIA
28
OneDigital Investment Advisors
Kansas
$287K – – –
Ameriprise
29
Ameriprise
Minnesota
$262K +$10.2K +494 +4%
ST
30
Sentinel Trust
Texas
$225K +$227K +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 +$22.3K +1,081 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$8K – – –
PA
37
Parallel Advisors
California
$2K – – –
BFO
38
Biltmore Family Office
North Carolina
– -$430K -20,000 Closed
QC
39
Quent Capital
New York
– -$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
1
2

ETX Hedge Fund Activity: Q1 2022 in Review

37 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q1 2022, worth a combined $41.2M — down 10% from $45.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ETX and 3 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $935K. The largest seller was UBS Group, cutting an estimated $1.72M.

  • 37 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q1 2022, down from 41 in Q4 2021.
  • Funds reported $41.2M of Eaton Vance Municipal Income 2028 Term Trust stock for Q1 2022, down 10% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q1 2022 and 7 closed out, a net change of -4 holders.
  • The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q1 2022 was Morgan Stanley, an estimated $935K added.
  • The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q1 2022 was UBS Group, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2022.