Eaton Vance Municipal Income 2028 Term Trust
ETX
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.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
11% more capital invested
Capital invested by funds: $42M → $46.7M (+$4.65M)
0.77% more ownership
Funds ownership: 17.8% → 18.57% (+0.77%)
0% more funds holding
Funds holding: 40 → 40 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$615K |
| 2 |
Morgan Stanley
New York
|
+$511K |
| 3 |
Rockefeller Capital Management
New York
|
+$407K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$384K |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$555K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$339K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$332K |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
-$222K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$123K |
ETX Hedge Fund Activity: Q2 2021 in Review
40 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q2 2021, worth a combined $46.7M — up 11% from $42M a quarter earlier.
Fund positioning in ETX was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $615K. The largest seller was Bank of America, cutting an estimated $555K.
- 40 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $46.7M of Eaton Vance Municipal Income 2028 Term Trust stock for Q2 2021, up 11% quarter-over-quarter.
- 3 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q2 2021 and 3 closed out, a net change of 0 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q2 2021 was Wells Fargo, an estimated $615K added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q2 2021 was Bank of America, an estimated $555K sold.
Based on aggregated 13F filings for Q2 2021.