ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

39 hedge funds and large institutions have $39.8M invested in Eaton Vance Municipal Income 2028 Term Trust in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$1.86M
2
UBS Group
UBS Group
Switzerland
$2.73M
3
Morgan Stanley
Morgan Stanley
New York
$6.17M
4
SPIA
Steward Partners Investment Advisory
New York
$1.6M
5
Cohen & Steers
Cohen & Steers
New York
$791K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.94M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
PSCM
Per Stirling Capital Management
Texas
$0
4
WP
Woodline Partners
California
$0
5
AWA
Amplius Wealth Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGSD
26
Compass Financial Group (South Dakota)
South Dakota
$271K – – –
Ameriprise
27
Ameriprise
Minnesota
$255K +$5.87K +330 +2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$250K – – –
RJA
29
Raymond James & Associates
Florida
$236K +$39.4K +2,213 +20%
MA
30
Mutual Advisors
Nebraska
$224K +$41.3K +2,320 +23%
ACM
31
Arlington Capital Management
Illinois
$203K +$203K +11,420 New
Invesco
32
Invesco
Georgia
$202K +$202K +11,370 New
US Bancorp
33
US Bancorp
Minnesota
$170K +$19.6K +1,100 +13%
HNB
34
Huntington National Bank
Ohio
$111K -$111K – –
AIM
35
Anchor Investment Management
South Carolina
$62.3K – – –
Bessemer Group
36
Bessemer Group
New Jersey
$40K – – –
CT
37
Colonial Trust
South Carolina
$26.7K – – –
NA
38
NewEdge Advisors
Louisiana
$13.2K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$6.58K – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$455 -$36 -2,021 -7%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
– -$275K -15,436 Closed
PSCM
42
Per Stirling Capital Management
Texas
– -$240K -13,477 Closed
WP
43
Woodline Partners
California
– -$203K -11,392 Closed
AWA
44
Amplius Wealth Advisors
Pennsylvania
– -$187K -10,505 Closed
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
– -$76K -4,285 Closed
NSIM
46
North Star Investment Management
Illinois
– -$53.5K -3,000 Closed
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