ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

47 hedge funds and large institutions have $52.6M invested in Eaton Vance Municipal Income 2028 Term Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$13M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.48M
3
ST
Sentinel Trust
Texas
$1.79M
4
Ameriprise
Ameriprise
Minnesota
$756K
5
1CP
1607 Capital Partners
Virginia
$2.26M

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
$337K
2
WAM
Wolverine Asset Management
Illinois
$0
3
Wells Fargo
Wells Fargo
California
$1.59M
4
XF
XML Financial
Maryland
$324K
5
Cohen & Steers
Cohen & Steers
New York
$520K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$373K +$2.01K +116 +0.5%
Stifel Financial
27
Stifel Financial
Missouri
$352K -$17.3K -1,000 -5%
MC
28
Moors & Cabot
Massachusetts
$338K +$17.3K +1,000 +5%
SWP
29
Stratos Wealth Partners
Ohio
$337K -$772K -44,547 -70%
XF
30
XML Financial
Maryland
$324K -$368K -21,250 -53%
MWM
31
Melfa Wealth Management
Massachusetts
$312K -$46K -2,654 -13%
Osaic Holdings
32
Osaic Holdings
Arizona
$303K +$29K +1,673 +11%
MFG
33
Merit Financial Group
Georgia
$261K -$55.5K -3,200 -18%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$258K +$258K +14,867 New
JWM
35
JGP Wealth Management
Oregon
$220K +$220K +12,709 New
LCM
36
Landscape Capital Management
New Jersey
$213K +$213K +12,257 New
ACP
37
Aviance Capital Partners
Florida
$207K -$20.7K -1,192 -9%
AWM
38
Avior Wealth Management
Nebraska
$143K +$143K +8,250 New
HNB
39
Huntington National Bank
Ohio
$108K -$106K – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$74.5K +$10.6K +611 +17%
AIM
41
Anchor Investment Management
South Carolina
$60.7K – – –
Bessemer Group
42
Bessemer Group
New Jersey
$39K – – –
Comerica Bank
43
Comerica Bank
Texas
$29.5K -$4.04K -233 -12%
CT
44
Colonial Trust
South Carolina
$26K – – –
US Bancorp
45
US Bancorp
Minnesota
$19.1K – – –
NA
46
NewEdge Advisors
Louisiana
$12.9K – – –
RIL
47
Rothschild Investment LLC
Illinois
$12.5K +$12.5K +718 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$6.42K – – –
WAM
49
Wolverine Asset Management
Illinois
– -$690K -40,677 Closed
CFGSD
50
Compass Financial Group (South Dakota)
South Dakota
– -$258K -15,233 Closed
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