Eaton Vance Municipal Income 2028 Term Trust
ETX
41 hedge funds and large institutions have $45.7M invested in Eaton Vance Municipal Income 2028 Term Trust in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
3% more funds holding
Funds holding: 40 → 41 (+1)
0.38% more ownership
Funds ownership: 18.57% → 18.95% (+0.38%)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
2% less capital invested
Capital invested by funds: $46.7M → $45.7M (-$943K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XF
XML Financial
Bethesda,
Maryland
|
+$3.45M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$615K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$605K |
| 4 |
Rockefeller Capital Management
New York
|
+$562K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$312K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.67M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$445K |
| 3 |
Morgan Stanley
New York
|
-$378K |
| 4 |
Citigroup
New York
|
-$347K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$268K |
ETX Hedge Fund Activity: Q3 2021 in Review
41 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q3 2021, worth a combined $45.7M — down 2% from $46.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ETX positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was XML Financial, opening a new position worth an estimated $3.45M. The largest seller was Wells Fargo, cutting an estimated $2.67M.
- 41 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q3 2021, up from 40 in Q2 2021.
- Funds reported $45.7M of Eaton Vance Municipal Income 2028 Term Trust stock for Q3 2021, down 2% quarter-over-quarter.
- 6 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q3 2021 and 4 closed out, a net change of +2 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q3 2021 was XML Financial, an estimated $3.45M added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q3 2021 was Wells Fargo, an estimated $2.67M sold.
Based on aggregated 13F filings for Q3 2021.