ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

29 hedge funds and large institutions have $21.6M invested in Eaton Vance Municipal Income 2028 Term Trust in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
5
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.79M
2
RJA
Raymond James & Associates
Florida
$1.86M
3
Invesco
Invesco
Georgia
$1.58M
4
TC
TFS Capital
Pennsylvania
$674K
5
LPL Financial
LPL Financial
California
$229K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$0
2
U
UBS
Switzerland
$4.11M
3
HighTower Advisors
HighTower Advisors
Illinois
$431K
4
VKH
Virtu KCG Holdings
New York
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$4.11M -$540K -34,410 -12%
Morgan Stanley
2
Morgan Stanley
New York
$3.79M +$2.16M +137,644 +133%
FIMG
3
Financial & Investment Management Group
Michigan
$1.99M – – –
RJA
4
Raymond James & Associates
Florida
$1.86M +$1.86M +118,504 New
Cohen & Steers
5
Cohen & Steers
New York
$1.85M -$132K -8,422 -7%
Invesco
6
Invesco
Georgia
$1.58M +$1.58M +100,946 New
Wells Fargo
7
Wells Fargo
California
$1.34M +$13K +827 +1%
KIM
8
Karpus Investment Management
New York
$700K -$33K -2,100 -4%
TC
9
TFS Capital
Pennsylvania
$674K +$674K +42,962 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$659K – – –
ICAS
11
Investors Capital Advisory Services
Massachusetts
$472K -$18.8K -1,200 -4%
HighTower Advisors
12
HighTower Advisors
Illinois
$431K -$499K -31,850 -54%
Bank of America
13
Bank of America
North Carolina
$422K +$57.7K +3,677 +16%
SMC
14
Smith, Moore & Co
Missouri
$383K -$86.2K -5,500 -18%
RCM
15
Rivernorth Capital Management
Florida
$238K +$36.1K +2,299 +18%
LPL Financial
16
LPL Financial
California
$229K +$229K +14,600 New
Citigroup
17
Citigroup
New York
$224K – – –
TF
18
Trutina Financial
Washington
$196K – – –
VanEck Associates
19
VanEck Associates
New York
$147K +$22.9K +1,457 +18%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$90K -$26.2K -1,669 -23%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$42K – – –
HCM
22
Horrell Capital Management
Arkansas
$36K +$36K +2,290 New
AIG
23
American International Group
New York
$26.2K +$26.2K +1,668 New
Ameriprise
24
Ameriprise
Minnesota
$26K +$26K +1,635 New
AWM
25
Avior Wealth Management
Nebraska
$24K +$24K +1,500 New
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