ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

32 hedge funds and large institutions have $28.8M invested in Eaton Vance Municipal Income 2028 Term Trust in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$3.34M
2
RCM
Rivernorth Capital Management
Florida
$1.49M
3
Morgan Stanley
Morgan Stanley
New York
$5.2M
4
KIM
Karpus Investment Management
New York
$1.46M
5
RJA
Raymond James & Associates
Florida
$2.41M

Top Sellers

1
SMC
Smith, Moore & Co
Missouri
$0
2
HighTower Advisors
HighTower Advisors
Illinois
$190K
3
TC
TFS Capital
Pennsylvania
$522K
4
AWM
Avior Wealth Management
Nebraska
$0
5
FIMG
Financial & Investment Management Group
Michigan
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.2M +$1.13M +67,286 +28%
U
2
UBS
Switzerland
$4.48M +$65.6K +3,894 +1%
Invesco
3
Invesco
Georgia
$3.34M +$1.64M +97,281 +96%
RJA
4
Raymond James & Associates
Florida
$2.41M +$408K +24,204 +20%
FIMG
5
Financial & Investment Management Group
Michigan
$2.12M -$16.8K -1,000 -0.8%
Cohen & Steers
6
Cohen & Steers
New York
$2.1M +$122K +7,217 +6%
RCM
7
Rivernorth Capital Management
Florida
$1.49M +$1.23M +73,060 +482%
Wells Fargo
8
Wells Fargo
California
$1.47M +$26.1K +1,549 +2%
KIM
9
Karpus Investment Management
New York
$1.46M +$709K +42,055 +94%
Bank of America
10
Bank of America
North Carolina
$856K +$403K +23,888 +89%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$708K – – –
ICAS
12
Investors Capital Advisory Services
Massachusetts
$549K +$42.1K +2,500 +8%
TC
13
TFS Capital
Pennsylvania
$522K -$203K -12,012 -28%
LPL Financial
14
LPL Financial
California
$268K +$22K +1,304 +9%
Citigroup
15
Citigroup
New York
$249K +$8.41K +500 +3%
MTIM
16
Marathon Trading Investment Management
Pennsylvania
$244K +$244K +14,500 New
TF
17
Trutina Financial
Washington
$211K – – –
LCM
18
Landscape Capital Management
New Jersey
$210K +$210K +12,455 New
VanEck Associates
19
VanEck Associates
New York
$193K +$35.2K +2,086 +22%
HighTower Advisors
20
HighTower Advisors
Illinois
$190K -$274K -16,250 -59%
SWP
21
Stratos Wealth Partners
Ohio
$186K +$186K +11,020 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$97K +$505 +30 +0.5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$50K +$4.58K +272 +10%
HCM
24
Horrell Capital Management
Arkansas
$39K – – –
BRWA
25
B. Riley Wealth Advisors
Florida
$28.6K +$28.6K +1,700 New
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