ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
XF
XML Financial
Maryland
$3.38M
2
UBS Group
UBS Group
Switzerland
$3.98M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.14M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.62M
5
Truist Financial
Truist Financial
North Carolina
$306K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$4.31M
2
Bank of America
Bank of America
North Carolina
$2.96M
3
Morgan Stanley
Morgan Stanley
New York
$5.03M
4
Citigroup
Citigroup
New York
$0
5
Invesco
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.03M -$369K -16,544 -7%
Wells Fargo
2
Wells Fargo
California
$4.31M -$2.61M -116,849 -38%
UBS Group
3
UBS Group
Switzerland
$3.98M +$602K +26,958 +18%
XF
4
XML Financial
Maryland
$3.38M +$3.38M +151,286 New
WKWM
5
Walter & Keenan Wealth Management
Indiana
$3.02M +$96.5K +4,320 +3%
Bank of America
6
Bank of America
North Carolina
$2.96M -$435K -19,489 -13%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.84M -$24.3K -1,090 -0.9%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.62M +$550K +24,642 +27%
EVM
9
Eaton Vance Management
Massachusetts
$2.44M -$22.8K -1,022 -0.9%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.14M +$592K +26,510 +38%
USCWA
11
U.S. Capital Wealth Advisors
Texas
$1.9M +$1.9M +85,147 New
Osaic Holdings
12
Osaic Holdings
Arizona
$1.15M -$37.9K -1,700 -3%
SPIA
13
Steward Partners Investment Advisory
New York
$920K +$34.4K +1,540 +4%
MFG
14
Merit Financial Group
Georgia
$836K +$2.3K +103 +0.3%
VanEck Associates
15
VanEck Associates
New York
$812K +$36.4K +1,629 +5%
First Trust Advisors
16
First Trust Advisors
Illinois
$766K -$122K -5,471 -14%
SWP
17
Stratos Wealth Partners
Ohio
$753K -$34.6K -1,550 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$679K +$1K +45 +0.1%
Stifel Financial
19
Stifel Financial
Missouri
$563K -$233K -10,420 -29%
FFA
20
First Foundation Advisors
California
$533K -$243K -10,872 -31%
KAS
21
Kestra Advisory Services
Texas
$513K +$71.4K +3,199 +16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$493K +$42K +1,879 +9%
LPL Financial
23
LPL Financial
California
$415K +$138K +6,157 +50%
RJA
24
Raymond James & Associates
Florida
$406K -$71.3K -3,187 -15%
OIA
25
OneDigital Investment Advisors
Kansas
$314K – – –
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