ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

41 hedge funds and large institutions have $47.7M invested in Eaton Vance Municipal Income 2028 Term Trust in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10M
2
Morgan Stanley
Morgan Stanley
New York
$8.02M
3
Stifel Financial
Stifel Financial
Missouri
$736K
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$345K
5
AW
Atlas Wealth
Ohio
$204K

Top Sellers

1
ST
Sentinel Trust
Texas
$0
2
UBS Group
UBS Group
Switzerland
$2.88M
3
Cohen & Steers
Cohen & Steers
New York
$0
4
1CP
1607 Capital Partners
Virginia
$1.9M
5
HC
Hara Capital
Washington
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$296K -$49.4K -2,642 -14%
ACP
27
Aviance Capital Partners
Florida
$258K +$12.1K +648 +5%
MFG
28
Merit Financial Group
Georgia
$243K – – –
XF
29
XML Financial
Maryland
$206K -$28.1K -1,500 -12%
AW
30
Atlas Wealth
Ohio
$204K +$204K +10,876 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$189K +$189K +10,124 New
AWM
32
Avior Wealth Management
Nebraska
$112K – – –
AIM
33
Anchor Investment Management
South Carolina
$65.5K – – –
Bessemer Group
34
Bessemer Group
New Jersey
$42K – – –
CT
35
Colonial Trust
South Carolina
$28.1K – – –
HPC
36
HM Payson & Co
Maine
$22.4K +$22.4K +1,200 New
US Bancorp
37
US Bancorp
Minnesota
$20.6K – – –
NA
38
NewEdge Advisors
Louisiana
$13.9K – – –
RIL
39
Rothschild Investment LLC
Illinois
$13.8K +$168 +9 +1%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$6.92K – – –
HNB
41
Huntington National Bank
Ohio
$19 -$18 – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$19 +$19 +1 New
ST
43
Sentinel Trust
Texas
– -$1.34M -75,000 Closed
Cohen & Steers
44
Cohen & Steers
New York
– -$535K -30,008 Closed
MC
45
Moors & Cabot
Massachusetts
– -$294K -16,500 Closed
HWAM
46
Hennion & Walsh Asset Management
New Jersey
– -$200K -11,212 Closed
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
– -$196K -11,005 Closed
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
– -$78.7K -4,411 Closed
Comerica Bank
49
Comerica Bank
Texas
– -$34.5K -1,936 Closed
TCG
50
Transcendent Capital Group
Oklahoma
– -$21.6K -1,210 Closed
1
2