ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

43 hedge funds and large institutions have $44.7M invested in Eaton Vance Municipal Income 2028 Term Trust in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
15
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$313K
2
Ameriprise
Ameriprise
Minnesota
+$301K
3
USCWA
U.S. Capital Wealth Advisors
Texas
+$127K
4
UBS Group
UBS Group
Switzerland
+$86.5K
5
Osaic Holdings
Osaic Holdings
Arizona
+$83.9K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.15M
2
GC
Guggenheim Capital
Illinois
-$780K
3
ST
Sentinel Trust
Texas
-$506K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$421K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Melfa Wealth Management
Massachusetts
$321K +$714 +40 +0.2%
MC
27
Moors & Cabot
Massachusetts
$294K -$53.5K -3,000 -15%
MFG
28
Merit Financial Group
Georgia
$239K -$37.6K -2,046 -14%
ACP
29
Aviance Capital Partners
Florida
$235K +$21.7K +1,217 +10%
XF
30
XML Financial
Maryland
$223K -$110K -6,150 -33%
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$200K -$421K -23,614 -68%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$196K -$68.8K -3,862 -26%
AWM
33
Avior Wealth Management
Nebraska
$107K -$40.1K -2,250 -27%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$78.7K +$2K +112 +3%
AIM
35
Anchor Investment Management
South Carolina
$62.4K – – –
Bessemer Group
36
Bessemer Group
New Jersey
$40K – – –
Comerica Bank
37
Comerica Bank
Texas
$34.5K +$4.16K +233 +14%
CT
38
Colonial Trust
South Carolina
$26.8K – – –
TCG
39
Transcendent Capital Group
Oklahoma
$21.6K +$21.6K +1,210 New
US Bancorp
40
US Bancorp
Minnesota
$19.6K – – –
NA
41
NewEdge Advisors
Louisiana
$13.3K – – –
RIL
42
Rothschild Investment LLC
Illinois
$13K +$214 +12 +2%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$6.6K – – –
HNB
44
Huntington National Bank
Ohio
$18 -$108K – –
GC
45
Guggenheim Capital
Illinois
– -$780K -44,982 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$411K -23,690 Closed
SWP
47
Stratos Wealth Partners
Ohio
– -$337K -19,450 Closed
JWM
48
JGP Wealth Management
Oregon
– -$220K -12,709 Closed
LCM
49
Landscape Capital Management
New Jersey
– -$213K -12,257 Closed
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