Eaton Vance Municipal Income 2028 Term Trust
ETX
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.
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
0.78% more ownership
Funds ownership: 18.95% → 19.73% (+0.78%)
0% more capital invested
Capital invested by funds: $45.7M → $45.9M (+$125K)
0% more funds holding
Funds holding: 41 → 41 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$497K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$465K |
| 3 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
+$441K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$433K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$219K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
-$533K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$513K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$325K |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$248K |
| 5 |
TFO
Tarbox Family Office
Newport Beach,
California
|
-$156K |
ETX Hedge Fund Activity: Q4 2021 in Review
41 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q4 2021, worth a combined $45.9M — up 0.27% from $45.7M a quarter earlier.
Fund positioning in ETX was balanced in Q4 2021: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $497K. The largest seller was First Foundation Advisors, exiting entirely with an estimated $533K sold.
- 41 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $45.9M of Eaton Vance Municipal Income 2028 Term Trust stock for Q4 2021, up 0.27% quarter-over-quarter.
- 4 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q4 2021 and 4 closed out, a net change of 0 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q4 2021 was Morgan Stanley, an estimated $497K added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q4 2021 was First Foundation Advisors, an estimated $533K sold.
Based on aggregated 13F filings for Q4 2021.