ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

29 hedge funds and large institutions have $44.3M invested in Eaton Vance Municipal Income 2028 Term Trust in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.78M
2
RJA
Raymond James & Associates
Florida
$3.56M
3
Stifel Financial
Stifel Financial
Missouri
$2.07M
4
FFA
First Foundation Advisors
California
$1.37M
5
UR
USCA RIA
Texas
$882K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$3.05M
2
Invesco
Invesco
Georgia
$6.22M
3
FWM
Frontier Wealth Management
Missouri
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$452K
5
Morgan Stanley
Morgan Stanley
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$6.22M -$797K -40,621 -11%
UBS Group
2
UBS Group
Switzerland
$5.54M -$239K -12,213 -4%
AAM
3
Advisors Asset Management
Colorado
$5.21M -$80.8K -4,122 -2%
Bank of America
4
Bank of America
North Carolina
$3.78M +$893K +45,538 +31%
RJA
5
Raymond James & Associates
Florida
$3.56M +$584K +29,759 +20%
Wells Fargo
6
Wells Fargo
California
$3.05M -$1.62M -82,357 -35%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.36M – – –
Stifel Financial
8
Stifel Financial
Missouri
$2.07M +$424K +21,618 +26%
MSL
9
Mackay Shields LLC
New York
$1.73M – – –
Morgan Stanley
10
Morgan Stanley
New York
$1.7M -$342K -17,447 -17%
FFA
11
First Foundation Advisors
California
$1.37M +$377K +19,233 +38%
PCP
12
Proficio Capital Partners
Massachusetts
$1.08M – – –
First Trust Advisors
13
First Trust Advisors
Illinois
$1.02M +$245K +12,500 +32%
WKWM
14
Walter & Keenan Wealth Management
Indiana
$951K +$58.8K +3,000 +7%
UR
15
USCA RIA
Texas
$882K +$300K +15,311 +52%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$811K – – –
NPC
17
National Planning Corporation
California
$716K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$452K -$362K -18,478 -44%
VanEck Associates
19
VanEck Associates
New York
$411K -$256K -13,044 -38%
TF
20
Trutina Financial
Washington
$273K – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$271K +$21.8K +1,106 +9%
LPL Financial
22
LPL Financial
California
$223K +$223K +11,266 New
Ameriprise
23
Ameriprise
Minnesota
$202K +$202K +10,286 New
AA
24
Ancora Advisors
Ohio
$153K +$153K +7,782 New
NSIM
25
North Star Investment Management
Illinois
$98K – – –
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