ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

37 hedge funds and large institutions have $37.5M invested in Eaton Vance Municipal Income 2028 Term Trust in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WKWM
Walter & Keenan Wealth Management
Indiana
$1.99M
2
SPIA
Steward Partners Investment Advisory
New York
$636K
3
Morgan Stanley
Morgan Stanley
New York
$4.35M
4
Invesco
Invesco
Georgia
$843K
5
ASN
Advisory Services Network
Georgia
$285K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.43M
2
Stifel Financial
Stifel Financial
Missouri
$1.34M
3
Osaic Holdings
Osaic Holdings
Arizona
$697K
4
UR
USCA RIA
Texas
$1.9M
5
LC
Lavaca Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.43M -$3.32M -162,716 -43%
Wells Fargo
2
Wells Fargo
California
$4.37M +$12K +590 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$4.35M +$387K +18,965 +10%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.6M +$61.6K +3,016 +2%
EVM
5
Eaton Vance Management
Massachusetts
$2.57M +$10.6K +518 +0.4%
UBS Group
6
UBS Group
Switzerland
$2.26M -$125K -6,102 -5%
WKWM
7
Walter & Keenan Wealth Management
Indiana
$1.99M +$1.99M +97,700 New
UR
8
USCA RIA
Texas
$1.9M -$285K -13,983 -13%
Stifel Financial
9
Stifel Financial
Missouri
$1.34M -$316K -15,493 -19%
SWP
10
Stratos Wealth Partners
Ohio
$945K +$22.5K +1,100 +2%
First Trust Advisors
11
First Trust Advisors
Illinois
$939K +$26.4K +1,294 +3%
FFA
12
First Foundation Advisors
California
$936K +$204 +10 +0%
Invesco
13
Invesco
Georgia
$843K +$286K +14,027 +51%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$837K +$204K +10,000 +32%
MFG
15
Merit Financial Group
Georgia
$810K +$2.22K +109 +0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$697K -$307K -15,077 -31%
VanEck Associates
17
VanEck Associates
New York
$660K +$4.56K +223 +0.7%
SPIA
18
Steward Partners Investment Advisory
New York
$636K +$439K +21,495 +222%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$510K +$20.6K +1,013 +4%
RJA
20
Raymond James & Associates
Florida
$486K -$9.75K -478 -2%
LPL Financial
21
LPL Financial
California
$473K +$140K +6,844 +42%
ST
22
Sentinel Trust
Texas
$431K – – –
SIG
23
Sargent Investment Group
Maryland
$426K – – –
Citigroup
24
Citigroup
New York
$302K +$2.35K +115 +0.8%
OIA
25
OneDigital Investment Advisors
Kansas
$287K – – –
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