ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

41 hedge funds and large institutions have $45.9M invested in Eaton Vance Municipal Income 2028 Term Trust in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$5.33M
2
UBS Group
UBS Group
Switzerland
$4.29M
3
BFO
Biltmore Family Office
North Carolina
$430K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.49M
5
Bank of America
Bank of America
North Carolina
$3.07M

Top Sellers

1
FFA
First Foundation Advisors
California
$0
2
KAS
Kestra Advisory Services
Texas
$0
3
First Trust Advisors
First Trust Advisors
Illinois
$421K
4
MFG
Merit Financial Group
Georgia
$563K
5
TFO
Tarbox Family Office
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.33M +$485K +22,549 +10%
UBS Group
2
UBS Group
Switzerland
$4.29M +$454K +21,116 +12%
Wells Fargo
3
Wells Fargo
California
$4.19M +$39.6K +1,841 +1%
XF
4
XML Financial
Maryland
$3.26M +$3.23K +150 +0.1%
Bank of America
5
Bank of America
North Carolina
$3.07M +$214K +9,941 +7%
WKWM
6
Walter & Keenan Wealth Management
Indiana
$2.86M -$53.5K -2,489 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.73M +$860 +40 +0%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.59M +$66K +3,068 +3%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.49M +$423K +19,664 +21%
EVM
10
Eaton Vance Management
Massachusetts
$2.35M – – –
USCWA
11
U.S. Capital Wealth Advisors
Texas
$1.84M +$4.3K +200 +0.2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.11M +$108 +5 +0%
SPIA
13
Steward Partners Investment Advisory
New York
$871K -$15.4K -717 -2%
VanEck Associates
14
VanEck Associates
New York
$852K +$70.4K +3,272 +9%
SWP
15
Stratos Wealth Partners
Ohio
$749K +$24.7K +1,150 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$655K +$1.03K +48 +0.2%
MFG
17
Merit Financial Group
Georgia
$563K -$241K -11,232 -30%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$520K +$45.5K +2,116 +10%
Stifel Financial
19
Stifel Financial
Missouri
$517K -$25.3K -1,178 -5%
LPL Financial
20
LPL Financial
California
$456K +$57.2K +2,663 +14%
BFO
21
Biltmore Family Office
North Carolina
$430K +$430K +20,000 New
QC
22
Quent Capital
New York
$430K +$430K +20,000 New
First Trust Advisors
23
First Trust Advisors
Illinois
$421K -$317K -14,750 -43%
RJA
24
Raymond James & Associates
Florida
$372K -$18.1K -843 -5%
AHIA
25
Andrew Hill Investment Advisors
Florida
$368K +$368K +17,127 New
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