ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

34 hedge funds and large institutions have $36.9M invested in Eaton Vance Municipal Income 2028 Term Trust in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$5.03M
2
Wells Fargo
Wells Fargo
California
$2.94M
3
SWP
Stratos Wealth Partners
Ohio
$634K
4
Bank of America
Bank of America
North Carolina
$3.87M
5
UR
USCA RIA
Texas
$1.7M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$1.9M
2
RJA
Raymond James & Associates
Florida
$1.02M
3
UBS Group
UBS Group
Switzerland
$4.77M
4
Ameriprise
Ameriprise
Minnesota
$0
5
FFA
First Foundation Advisors
California
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.03M +$2.23M +112,860 +80%
UBS Group
2
UBS Group
Switzerland
$4.77M -$869K -43,916 -15%
Bank of America
3
Bank of America
North Carolina
$3.87M +$231K +11,688 +6%
Wells Fargo
4
Wells Fargo
California
$2.94M +$520K +26,301 +22%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.74M -$52.8K -2,668 -2%
Stifel Financial
6
Stifel Financial
Missouri
$2.22M -$117K -5,895 -5%
AAM
7
Advisors Asset Management
Colorado
$1.9M -$1.62M -81,664 -46%
UR
8
USCA RIA
Texas
$1.7M +$140K +7,092 +9%
MSL
9
Mackay Shields LLC
New York
$1.64M – – –
FFA
10
First Foundation Advisors
California
$1.31M -$157K -7,943 -11%
First Trust Advisors
11
First Trust Advisors
Illinois
$1.31M -$2.93K -148 -0.2%
WKWM
12
Walter & Keenan Wealth Management
Indiana
$1.26M – – –
RJA
13
Raymond James & Associates
Florida
$1.02M -$938K -47,386 -48%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$831K – – –
AG
15
Advisor Group
Arizona
$779K – – –
SWP
16
Stratos Wealth Partners
Ohio
$634K +$298K +15,050 +89%
VanEck Associates
17
VanEck Associates
New York
$511K +$63.6K +3,212 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$490K -$39.6K -2,000 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$435K +$15.8K +800 +4%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$368K – – –
LPL Financial
21
LPL Financial
California
$350K +$48.7K +2,459 +16%
Citigroup
22
Citigroup
New York
$276K -$33K -1,668 -11%
SPIA
23
Steward Partners Investment Advisory
New York
$181K +$56.1K +2,833 +45%
NSIM
24
North Star Investment Management
Illinois
$99K – – –
WAM
25
Wealthspire Advisors (Maryland)
Maryland
$68K +$531 +27 +0.8%
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