ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

34 hedge funds and large institutions have $34.6M invested in Eaton Vance Municipal Income 2028 Term Trust in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$751K
2
MIG
Mariner Investment Group
New York
+$401K
3
Wells Fargo
Wells Fargo
California
+$357K
4
UR
USCA RIA
Texas
+$210K
5
LPL Financial
LPL Financial
California
+$113K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$733K
2
UBS Group
UBS Group
Switzerland
-$703K
3
Morgan Stanley
Morgan Stanley
New York
-$401K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$309K
5
First Trust Advisors
First Trust Advisors
Illinois
-$246K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.11M -$401K -20,993 -7%
Bank of America
2
Bank of America
North Carolina
$3.93M +$52.5K +2,752 +1%
UBS Group
3
UBS Group
Switzerland
$3.48M -$703K -36,831 -17%
Wells Fargo
4
Wells Fargo
California
$3.19M +$357K +18,698 +13%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.3M -$309K -16,181 -12%
Stifel Financial
6
Stifel Financial
Missouri
$2.17M -$35.5K -1,864 -2%
UR
7
USCA RIA
Texas
$1.85M +$210K +11,010 +13%
MSL
8
Mackay Shields LLC
New York
$1.58M – – –
FFA
9
First Foundation Advisors
California
$1.18M +$229 +12 +0%
WKWM
10
Walter & Keenan Wealth Management
Indiana
$1.16M – – –
AAM
11
Advisors Asset Management
Colorado
$1.04M -$51.6K -2,703 -5%
First Trust Advisors
12
First Trust Advisors
Illinois
$967K -$246K -12,878 -20%
SWP
13
Stratos Wealth Partners
Ohio
$914K -$34.3K -1,800 -4%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$802K – – –
AG
15
Advisor Group
Arizona
$758K – – –
PAG
16
Private Advisor Group
New Jersey
$751K +$751K +39,336 New
VanEck Associates
17
VanEck Associates
New York
$507K +$34.2K +1,792 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$454K -$19.1K -1,000 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$419K – – –
MIG
20
Mariner Investment Group
New York
$401K +$401K +20,984 New
RJA
21
Raymond James & Associates
Florida
$380K -$733K -38,449 -66%
LPL Financial
22
LPL Financial
California
$306K +$113K +5,905 +58%
Citigroup
23
Citigroup
New York
$272K +$2.94K +154 +1%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$208K +$24.1K +1,256 +13%
LC
25
Lavaca Capital
Texas
$202K +$202K +10,578 New
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