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ETX

Eaton Vance Municipal Income 2028 Term Trust

33 hedge funds and large institutions have $35.8M invested in Eaton Vance Municipal Income 2028 Term Trust in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

0.33% less ownership

Funds ownership: 17.75%17.42% (-0.33%)

3% less funds holding

Funds holding: 3433 (-1)

10% less capital invested

Capital invested by funds: $39.8M → $35.8M (-$4.03M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.4M -$104K -5,314 -2%
Bank of America
2
Bank of America
North Carolina
$3.48M +$30.5K +1,557 +0.9%
AAM
3
Advisors Asset Management
Colorado
$3.41M -$702K -35,913 -17%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.68M +$175K +8,934 +7%
Morgan Stanley
5
Morgan Stanley
New York
$2.68M +$557K +28,453 +25%
Wells Fargo
6
Wells Fargo
California
$2.32M -$243K -12,449 -9%
Stifel Financial
7
Stifel Financial
Missouri
$2.23M +$407K +20,793 +21%
RJA
8
Raymond James & Associates
Florida
$1.87M -$416K -21,245 -18%
MSL
9
Mackay Shields LLC
New York
$1.57M
UR
10
USCA RIA
Texas
$1.5M +$122K +6,250 +9%
FFA
11
First Foundation Advisors
California
$1.41M -$44.5K -2,277 -3%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.26M +$47.4K +2,425 +4%
WKWM
13
Walter & Keenan Wealth Management
Indiana
$1.2M -$186K -9,500 -13%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$796K
AG
15
Advisor Group
Arizona
$747K -$23.4K -1,196 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$507K +$190K +9,700 +57%
VanEck Associates
17
VanEck Associates
New York
$428K -$120K -6,148 -21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$401K +$37.9K +1,940 +10%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$368K +$51K +2,605 +16%
SWP
20
Stratos Wealth Partners
Ohio
$322K +$102K +5,194 +44%
Citigroup
21
Citigroup
New York
$296K +$3.21K +164 +1%
LPL Financial
22
LPL Financial
California
$288K +$86.8K +4,440 +41%
Ameriprise
23
Ameriprise
Minnesota
$211K
SPIA
24
Steward Partners Investment Advisory
New York
$119K +$84.4K +4,314 +216%
NSIM
25
North Star Investment Management
Illinois
$95K