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ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

13 hedge funds and large institutions have $9.1M invested in Eaton Vance Municipal Income 2028 Term Trust in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

86% more funds holding

Funds holding: 7 → 13 (+6)

35% more capital invested

Capital invested by funds: $6.76M → $9.1M (+$2.34M)

2.09% more ownership

Funds ownership: 4.05% → 6.13% (+2.1%)

Holders
13
Holders Change
+6
Holders Change %
+85.71%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$898K
2
U
UBS
Switzerland
+$848K
3
Morgan Stanley
Morgan Stanley
New York
+$605K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$503K
5
KIM
Karpus Investment Management
New York
+$427K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$791K
2
ICAS
Investors Capital Advisory Services
Massachusetts
-$45.2K

ETX Hedge Fund Activity: Q3 2013 in Review

13 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q3 2013, worth a combined $9.1M — up 35% from $6.76M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ETX positions and 0 closed out — a net gain of 6 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Wells Fargo, adding an estimated $898K. The largest seller was Bank of America, cutting an estimated $791K.

  • 13 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q3 2013, up from 7 in Q2 2013.
  • Funds reported $9.1M of Eaton Vance Municipal Income 2028 Term Trust stock for Q3 2013, up 35% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q3 2013 and 0 closed out, a net change of +6 holders.
  • The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q3 2013 was Wells Fargo, an estimated $898K added.
  • The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q3 2013 was Bank of America, an estimated $791K sold.

Based on aggregated 13F filings for Q3 2013.