ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

31 hedge funds and large institutions have $50.3M invested in Eaton Vance Municipal Income 2028 Term Trust in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
$2M
2
Invesco
Invesco
Georgia
$7.4M
3
AAM
Advisors Asset Management
Colorado
$5.71M
4
UBS Group
UBS Group
Switzerland
$6.34M
5
FFA
First Foundation Advisors
California
$391K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$6.93M
2
Morgan Stanley
Morgan Stanley
New York
$2.34M
3
Cohen & Steers
Cohen & Steers
New York
$0
4
KAM
Keeley Asset Management
Illinois
$0
5
RJA
Raymond James & Associates
Florida
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$7.4M +$1.38M +65,175 +23%
Wells Fargo
2
Wells Fargo
California
$6.93M -$2.39M -112,441 -26%
UBS Group
3
UBS Group
Switzerland
$6.34M +$467K +22,008 +8%
AAM
4
Advisors Asset Management
Colorado
$5.71M +$1.1M +51,945 +24%
Bank of America
5
Bank of America
North Carolina
$3.19M -$217K -10,201 -6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.52M -$59.6K -2,805 -2%
Morgan Stanley
7
Morgan Stanley
New York
$2.34M -$670K -31,518 -22%
RCM
8
Robinson Capital Management
Michigan
$2M +$2M +94,160 New
RJA
9
Raymond James & Associates
Florida
$1.99M -$426K -20,060 -18%
Stifel Financial
10
Stifel Financial
Missouri
$1.67M +$23.4K +1,104 +1%
Deutsche Bank
11
Deutsche Bank
Germany
$1.57M – – –
PCP
12
Proficio Capital Partners
Massachusetts
$1.23M +$74.7K +3,551 +6%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$892K – – –
NPC
14
National Planning Corporation
California
$767K – – –
FWM
15
Frontier Wealth Management
Missouri
$703K – – –
ICAS
16
Investors Capital Advisory Services
Massachusetts
$692K – – –
First Trust Advisors
17
First Trust Advisors
Illinois
$665K +$27.1K +1,275 +4%
VanEck Associates
18
VanEck Associates
New York
$646K +$91K +4,282 +16%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$635K +$147K +6,913 +30%
UR
20
USCA RIA
Texas
$615K – – –
FFA
21
First Foundation Advisors
California
$391K +$391K +18,386 New
WKWM
22
Walter & Keenan Wealth Management
Indiana
$372K +$372K +17,500 New
TF
23
Trutina Financial
Washington
$295K – – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$240K +$2.12K +100 +0.9%
Citigroup
25
Citigroup
New York
$191K -$101K -4,754 -35%
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