ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

27 hedge funds and large institutions have $38M invested in Eaton Vance Municipal Income 2028 Term Trust in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WKWM
Walter & Keenan Wealth Management
Indiana
$1.27M
2
AAM
Advisors Asset Management
Colorado
$4.07M
3
NPC
National Planning Corporation
California
$877K
4
First Trust Advisors
First Trust Advisors
Illinois
$1.21M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
$67K

Top Sellers

1
Invesco
Invesco
Georgia
$2.97M
2
RJA
Raymond James & Associates
Florida
$2.68M
3
Bank of America
Bank of America
North Carolina
$3.35M
4
UBS Group
UBS Group
Switzerland
$5.17M
5
Morgan Stanley
Morgan Stanley
New York
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$5.17M -$619K -30,837 -11%
AAM
2
Advisors Asset Management
Colorado
$4.07M +$181K +9,028 +5%
Bank of America
3
Bank of America
North Carolina
$3.35M -$624K -31,056 -16%
Invesco
4
Invesco
Georgia
$2.97M -$1.91M -95,081 -39%
RJA
5
Raymond James & Associates
Florida
$2.68M -$751K -37,382 -22%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.52M -$1.63K -81 -0.1%
Wells Fargo
7
Wells Fargo
California
$2.44M +$43.2K +2,149 +2%
Stifel Financial
8
Stifel Financial
Missouri
$2.31M -$59.6K -2,971 -3%
Morgan Stanley
9
Morgan Stanley
New York
$1.96M -$130K -6,463 -6%
MSL
10
Mackay Shields LLC
New York
$1.77M – – –
FFA
11
First Foundation Advisors
California
$1.49M +$19.3K +960 +1%
WKWM
12
Walter & Keenan Wealth Management
Indiana
$1.27M +$231K +11,500 +22%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.21M +$113K +5,611 +10%
UR
14
USCA RIA
Texas
$1.14M +$41.9K +2,088 +4%
NPC
15
National Planning Corporation
California
$877K +$141K +7,000 +19%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$843K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$463K – – –
VanEck Associates
18
VanEck Associates
New York
$423K +$49.8K +2,478 +13%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$256K -$6.52K -324 -2%
Ameriprise
20
Ameriprise
Minnesota
$217K +$10.1K +500 +5%
Citigroup
21
Citigroup
New York
$163K -$8.47K -421 -5%
NSIM
22
North Star Investment Management
Illinois
$100K – – –
US Bancorp
23
US Bancorp
Minnesota
$97K – – –
AG
24
Advisor Group
Arizona
$82K +$21.1K +1,058 +35%
WAM
25
Wealthspire Advisors (Maryland)
Maryland
$67K +$67K +3,353 New
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