ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

26 hedge funds and large institutions have $40.4M invested in Eaton Vance Municipal Income 2028 Term Trust in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.03M
2
Stifel Financial
Stifel Financial
Missouri
$2.31M
3
UR
USCA RIA
Texas
$1.07M
4
Citigroup
Citigroup
New York
$167K
5
Bank of America
Bank of America
North Carolina
$3.88M

Top Sellers

1
Invesco
Invesco
Georgia
$4.75M
2
AAM
Advisors Asset Management
Colorado
$3.79M
3
PCP
Proficio Capital Partners
Massachusetts
$0
4
Wells Fargo
Wells Fargo
California
$2.34M
5
LPL Financial
LPL Financial
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$5.64M +$106K +5,436 +2%
Invesco
2
Invesco
Georgia
$4.75M -$1.46M -74,493 -23%
Bank of America
3
Bank of America
North Carolina
$3.88M +$107K +5,445 +3%
AAM
4
Advisors Asset Management
Colorado
$3.79M -$1.41M -71,844 -27%
RJA
5
Raymond James & Associates
Florida
$3.34M -$216K -11,019 -6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.46M +$105K +5,370 +4%
Wells Fargo
7
Wells Fargo
California
$2.34M -$709K -36,233 -23%
Stifel Financial
8
Stifel Financial
Missouri
$2.31M +$246K +12,563 +12%
Morgan Stanley
9
Morgan Stanley
New York
$2.03M +$342K +17,465 +20%
MSL
10
Mackay Shields LLC
New York
$1.73M – – –
FFA
11
First Foundation Advisors
California
$1.44M +$66K +3,372 +5%
UR
12
USCA RIA
Texas
$1.07M +$194K +9,923 +22%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.07M +$54.4K +2,779 +5%
WKWM
14
Walter & Keenan Wealth Management
Indiana
$1.01M +$58.7K +3,000 +6%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$822K – – –
NPC
16
National Planning Corporation
California
$713K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$452K – – –
VanEck Associates
18
VanEck Associates
New York
$364K -$46.1K -2,355 -11%
FFEC
19
First Financial Equity Corporation
Arizona
$294K +$294K +15,074 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$255K -$14K -716 -5%
Ameriprise
21
Ameriprise
Minnesota
$201K – – –
Citigroup
22
Citigroup
New York
$167K +$147K +7,527 +753%
NSIM
23
North Star Investment Management
Illinois
$98K – – –
US Bancorp
24
US Bancorp
Minnesota
$95K – – –
AG
25
Advisor Group
Arizona
$60K +$19.7K +1,000 +49%
1
2