ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

40 hedge funds and large institutions have $38.5M invested in Eaton Vance Municipal Income 2028 Term Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.34M
2
SWP
2
Stratos Wealth Partners
Ohio
$1.03M
3
ST
3
Sentinel Trust
Texas
$508K
4
Bank of America
4
Bank of America
North Carolina
$6.62M
5
WP
5
Woodline Partners
California
$203K

Top Sellers

1
WKWM
1
Walter & Keenan Wealth Management
Indiana
$2.34M
2
KeyBank National Association
2
KeyBank National Association
Ohio
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$5.11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$251K
5
Wells Fargo
5
Wells Fargo
California
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$251K -$153K -8,550 -38%
Ameriprise
27
Ameriprise
Minnesota
$249K +$19.6K +1,100 +9%
PSCM
28
Per Stirling Capital Management
Texas
$240K +$240K +13,477 New
WP
29
Woodline Partners
California
$203K +$203K +11,392 New
RJA
30
Raymond James & Associates
Florida
$197K -$90.3K -5,067 -31%
AWA
31
Amplius Wealth Advisors
Pennsylvania
$187K -$104K -5,838 -36%
MA
32
Mutual Advisors
Nebraska
$183K +$183K +10,275 New
US Bancorp
33
US Bancorp
Minnesota
$150K +$6.17K +346 +4%
HNB
34
Huntington National Bank
Ohio
$111K – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$76K +$76K +4,285 New
AIM
36
Anchor Investment Management
South Carolina
$62.4K – – –
NSIM
37
North Star Investment Management
Illinois
$53.5K – – –
Bessemer Group
38
Bessemer Group
New Jersey
$40K – – –
CT
39
Colonial Trust
South Carolina
$26.7K +$26.7K +1,500 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$6.6K – – –
NA
41
NewEdge Advisors
Louisiana
$13 +$13 +743 New
KeyBank National Association
42
KeyBank National Association
Ohio
– -$303K -16,211 Closed
PA
43
Parallel Advisors
California
– -$2K -89 Closed
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