Eaton Vance Municipal Income 2028 Term Trust
ETX
32 hedge funds and large institutions have $40.5M invested in Eaton Vance Municipal Income 2028 Term Trust in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 5 closing their positions.
98% more capital inflows, than outflows
Capital inflows: $8.66M | Capital outflows: $4.38M
2.3% more ownership
Funds ownership: 19.65% → 21.95% (+2.3%)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.88M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.57M |
| 3 |
Advisors Asset Management
Monument,
Colorado
|
+$659K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$634K |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$602K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PT Asset Management
Chicago,
Illinois
|
-$2.72M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$503K |
| 3 |
GSA Capital Partners
London,
United Kingdom
|
-$476K |
| 4 |
Stratos Wealth Partners
Beachwood,
Ohio
|
-$200K |
| 5 |
Morgan Stanley
New York
|
-$112K |
ETX Hedge Fund Activity: Q2 2015 in Review
32 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q2 2015, worth a combined $40.5M — up 6.3% from $38.1M a quarter earlier.
Fund positioning in ETX was balanced in Q2 2015: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.88M. The largest seller was PT Asset Management, exiting entirely with an estimated $2.72M sold.
- 32 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $40.5M of Eaton Vance Municipal Income 2028 Term Trust stock for Q2 2015, up 6.3% quarter-over-quarter.
- 5 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q2 2015 and 5 closed out, a net change of 0 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q2 2015 was Wells Fargo, an estimated $3.88M added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q2 2015 was PT Asset Management, an estimated $2.72M sold.
Based on aggregated 13F filings for Q2 2015.