Eaton Vance Municipal Income 2028 Term Trust
ETX
34 hedge funds and large institutions have $39.2M invested in Eaton Vance Municipal Income 2028 Term Trust in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 1 closing their positions.
2.04% more ownership
Funds ownership: 17.25% → 19.29% (+2%)
1% more capital invested
Capital invested by funds: $38.8M → $39.2M (+$359K)
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XF
XML Financial
Bethesda,
Maryland
|
+$3.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.33M |
| 3 |
Morgan Stanley
New York
|
+$333K |
| 4 |
WKWM
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
+$99.6K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$32.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$260K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$118K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$43.7K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$43.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
26
Raymond James & Associates
St Petersburg,
Florida
| $302K | -$20.2K | -1,008 | -6% |
|
|
SWP
27
Stratos Wealth Partners
Beachwood,
Ohio
| $256K | -$260K | -12,950 | -49% |
|
28
Ameriprise
Minneapolis,
Minnesota
| $241K | – | – | – |
|
|
29
US Bancorp
Minneapolis,
Minnesota
| $151K | +$32.9K | +1,640 | +25% |
|
|
AIM
30
Anchor Investment Management
Columbia,
South Carolina
| $65.5K | -$40.2K | -2,000 | -36% |
|
|
NSIM
31
North Star Investment Management
Chicago,
Illinois
| $56K | – | – | – |
|
32
Bessemer Group
Woodbridge,
New Jersey
| $42K | – | – | – |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $7K | – | – | – |
|
|
PA
34
Parallel Advisors
San Francisco,
California
| $2K | – | – | – |
|
35
Citigroup
New York
| – | -$4K | -200 | Closed |
|
ETX Hedge Fund Activity: Q3 2022 in Review
34 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q3 2022, worth a combined $39.2M — up 0.93% from $38.8M a quarter earlier.
Fund positioning in ETX was balanced in Q3 2022: 1 fund opened new positions, 1 closed out, 9 added to existing stakes and 11 trimmed.
The largest buyer was XML Financial, opening a new position worth an estimated $3.2M. The largest seller was Janney Montgomery Scott, cutting an estimated $1M.
- 34 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $39.2M of Eaton Vance Municipal Income 2028 Term Trust stock for Q3 2022, up 0.93% quarter-over-quarter.
- 1 fund opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q3 2022 and 1 closed out, a net change of 0 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q3 2022 was XML Financial, an estimated $3.2M added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q3 2022 was Janney Montgomery Scott, an estimated $1M sold.
Based on aggregated 13F filings for Q3 2022.