Eaton Vance Municipal Income 2028 Term Trust
ETX
39 hedge funds and large institutions have $39.8M invested in Eaton Vance Municipal Income 2028 Term Trust in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
6% more capital invested
Capital invested by funds: $37.5M → $39.8M (+$2.3M)
5% more funds holding
Funds holding: 37 → 39 (+2)
0.5% more ownership
Funds ownership: 16.93% → 17.42% (+0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$1M |
| 2 |
Morgan Stanley
New York
|
+$555K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$314K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$182K |
| 5 |
WKWM
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$681K |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$325K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$255K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$225K |
| 5 |
UR
USCA RIA
Houston,
Texas
|
-$197K |
ETX Hedge Fund Activity: Q3 2020 in Review
39 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q3 2020, worth a combined $39.8M — up 6.1% from $37.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ETX positions and 1 closed out — a net gain of 2 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $1M. The largest seller was Bank of America, cutting an estimated $681K.
- 39 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q3 2020, up from 37 in Q2 2020.
- Funds reported $39.8M of Eaton Vance Municipal Income 2028 Term Trust stock for Q3 2020, up 6.1% quarter-over-quarter.
- 3 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q3 2020 and 1 closed out, a net change of +2 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q3 2020 was Rockefeller Capital Management, an estimated $1M added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q3 2020 was Bank of America, an estimated $681K sold.
Based on aggregated 13F filings for Q3 2020.