ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

40 hedge funds and large institutions have $46.7M invested in Eaton Vance Municipal Income 2028 Term Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$7.21M
2
Morgan Stanley
Morgan Stanley
New York
$5.63M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.16M
4
Osaic Holdings
Osaic Holdings
Arizona
$1.24M
5
KeyBank National Association
KeyBank National Association
Ohio
$261K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.54M
2
Stifel Financial
Stifel Financial
Missouri
$829K
3
First Trust Advisors
First Trust Advisors
Illinois
$926K
4
FFA
First Foundation Advisors
California
$809K
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.21M +$637K +27,382 +10%
Morgan Stanley
2
Morgan Stanley
New York
$5.63M +$529K +22,742 +10%
Bank of America
3
Bank of America
North Carolina
$3.54M -$575K -24,709 -14%
UBS Group
4
UBS Group
Switzerland
$3.53M +$253K +10,864 +8%
WKWM
5
Walter & Keenan Wealth Management
Indiana
$3.06M +$231K +9,900 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.99M -$23K -990 -0.8%
EVM
7
Eaton Vance Management
Massachusetts
$2.57M +$50.2K +2,156 +2%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.16M +$421K +18,101 +24%
UR
9
USCA RIA
Texas
$1.97M – – –
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.62M +$240K +10,314 +17%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.24M +$398K +17,114 +47%
First Trust Advisors
12
First Trust Advisors
Illinois
$926K -$344K -14,770 -27%
SPIA
13
Steward Partners Investment Advisory
New York
$924K – – –
MFG
14
Merit Financial Group
Georgia
$869K +$2.42K +104 +0.3%
Stifel Financial
15
Stifel Financial
Missouri
$829K -$351K -15,072 -30%
SWP
16
Stratos Wealth Partners
Ohio
$821K +$14.6K +625 +2%
FFA
17
First Foundation Advisors
California
$809K -$230K -9,872 -22%
VanEck Associates
18
VanEck Associates
New York
$808K +$201K +8,617 +33%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$707K +$1.05K +45 +0.1%
RJA
20
Raymond James & Associates
Florida
$497K +$12.3K +528 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$470K +$129K +5,521 +38%
KAS
22
Kestra Advisory Services
Texas
$461K +$1.28K +55 +0.3%
Citigroup
23
Citigroup
New York
$347K – – –
OIA
24
OneDigital Investment Advisors
Kansas
$327K – – –
ASN
25
Advisory Services Network
Georgia
$325K – – –
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