ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

40 hedge funds and large institutions have $42M invested in Eaton Vance Municipal Income 2028 Term Trust in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.29M
2
Wells Fargo
Wells Fargo
California
$6.18M
3
WKWM
Walter & Keenan Wealth Management
Indiana
$2.65M
4
US Bancorp
US Bancorp
Minnesota
$141K
5
Bessemer Group
Bessemer Group
New Jersey
$52K

Top Sellers

1
SIG
Sargent Investment Group
Maryland
$0
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.63M
3
KAS
Kestra Advisory Services
Texas
$432K
4
TP
Tranquility Partners
Tennessee
$0
5
RJT
Raymond James Trust
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$6.18M +$292K +13,328 +5%
Morgan Stanley
2
Morgan Stanley
New York
$4.79M -$196K -8,950 -4%
Bank of America
3
Bank of America
North Carolina
$3.87M -$115K -5,274 -3%
UBS Group
4
UBS Group
Switzerland
$3.07M -$118K -5,387 -4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.83M +$48.3K +2,210 +2%
WKWM
6
Walter & Keenan Wealth Management
Indiana
$2.65M +$177K +8,100 +7%
EVM
7
Eaton Vance Management
Massachusetts
$2.36M -$63.1K -2,887 -3%
UR
8
USCA RIA
Texas
$1.85M – – –
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$1.63M -$286K -13,100 -15%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.29M +$347K +15,874 +37%
First Trust Advisors
11
First Trust Advisors
Illinois
$1.19M +$48.5K +2,219 +4%
Stifel Financial
12
Stifel Financial
Missouri
$1.11M -$136K -6,218 -11%
FFA
13
First Foundation Advisors
California
$976K -$27.7K -1,268 -3%
SPIA
14
Steward Partners Investment Advisory
New York
$868K -$5.25K -240 -0.6%
MFG
15
Merit Financial Group
Georgia
$814K +$6.65K +304 +0.8%
Osaic Holdings
16
Osaic Holdings
Arizona
$790K +$4.94K +226 +0.6%
SWP
17
Stratos Wealth Partners
Ohio
$757K -$120K -5,500 -14%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$663K +$40.1K +1,834 +6%
VanEck Associates
19
VanEck Associates
New York
$571K -$81.1K -3,709 -12%
RJA
20
Raymond James & Associates
Florida
$455K -$19.2K -877 -4%
KAS
21
Kestra Advisory Services
Texas
$432K -$284K -12,978 -40%
Citigroup
22
Citigroup
New York
$326K – – –
LPL Financial
23
LPL Financial
California
$325K -$77.6K -3,553 -19%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$321K +$21.9K +1,000 +7%
Invesco
25
Invesco
Georgia
$310K +$546 +25 +0.2%
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