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ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

39 hedge funds and large institutions have $41.8M invested in Eaton Vance Municipal Income 2028 Term Trust in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

15% more funds holding

Funds holding: 34 → 39 (+5)

0.01% more ownership

Funds ownership: 21.77% → 21.79% (+0.01%)

6% less capital invested

Capital invested by funds: $44.7M → $41.8M (-$2.88M)

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$901K
2
MOS
MGO One Seven
Ohio
+$698K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$619K
4
Jane Street
Jane Street
New York
+$284K
5
RAM
Readystate Asset Management
Illinois
+$268K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$1.01M
2
Morgan Stanley
Morgan Stanley
New York
-$756K
3
WKWM
Walter & Keenan Wealth Management
Indiana
-$549K
4
Ameriprise
Ameriprise
Minnesota
-$542K
5
Bessemer Group
Bessemer Group
New Jersey
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
26
Readystate Asset Management
Illinois
$257K +$268K +14,572 New
MFG
27
Merit Financial Group
Georgia
$231K +$242K +13,129 New
XF
28
XML Financial
Maryland
$217K +$227K +12,312 New
AIM
29
Anchor Investment Management
South Carolina
$114K – – –
AWM
30
Avior Wealth Management
Nebraska
$106K – – –
Bessemer Group
31
Bessemer Group
New Jersey
$40K -$304K -16,500 -88%
EC
32
Elequin Capital
New York
$37.7K +$39.4K +2,140 New
CT
33
Colonial Trust
South Carolina
$26.4K – – –
US Bancorp
34
US Bancorp
Minnesota
$19.4K – – –
RIL
35
Rothschild Investment LLC
Illinois
$13.3K +$184 +10 +1%
NA
36
NewEdge Advisors
Louisiana
$13.1K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$6.52K – – –
HC
38
Hara Capital
Washington
$1.55K +$809 +44 +100%
HNB
39
Huntington National Bank
Ohio
$18 – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$18 +$18 +1 New
1CP
41
1607 Capital Partners
Virginia
– -$1.01M -53,369 Closed
HPC
42
HM Payson & Co
Maine
– -$22.7K -1,200 Closed
1
2

ETX Hedge Fund Activity: Q4 2024 in Review

39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q4 2024, worth a combined $41.8M — down 6.4% from $44.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ETX positions and 2 closed out — a net gain of 7 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $901K. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $1.01M sold.

  • 39 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q4 2024, up from 34 in Q3 2024.
  • Funds reported $41.8M of Eaton Vance Municipal Income 2028 Term Trust stock for Q4 2024, down 6.4% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q4 2024 and 2 closed out, a net change of +7 holders.
  • The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q4 2024 was Wolverine Asset Management, an estimated $901K added.
  • The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q4 2024 was 1607 Capital Partners, an estimated $1.01M sold.

Based on aggregated 13F filings for Q4 2024.