Eaton Vance Municipal Income 2028 Term Trust
ETX
37 hedge funds and large institutions have $41.2M invested in Eaton Vance Municipal Income 2028 Term Trust in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 7 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
1.16% less ownership
Funds ownership: 19.73% → 18.57% (-1.2%)
10% less funds holding
Funds holding: 41 → 37 (-4)
10% less capital invested
Capital invested by funds: $45.9M → $41.2M (-$4.66M)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$935K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$794K |
| 3 |
WKWM
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
+$245K |
| 4 |
ST
Sentinel Trust
Houston,
Texas
|
+$227K |
| 5 |
LPL Financial
San Diego,
California
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.72M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.21M |
| 3 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
-$430K |
| 4 |
QC
Quent Capital
New York
|
-$430K |
| 5 |
Rockefeller Capital Management
New York
|
-$287K |
ETX Hedge Fund Activity: Q1 2022 in Review
37 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q1 2022, worth a combined $41.2M — down 10% from $45.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ETX and 3 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 15 added.
The largest buyer was Morgan Stanley, adding an estimated $935K. The largest seller was UBS Group, cutting an estimated $1.72M.
- 37 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q1 2022, down from 41 in Q4 2021.
- Funds reported $41.2M of Eaton Vance Municipal Income 2028 Term Trust stock for Q1 2022, down 10% quarter-over-quarter.
- 3 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q1 2022 and 7 closed out, a net change of -4 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q1 2022 was Morgan Stanley, an estimated $935K added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q1 2022 was UBS Group, an estimated $1.72M sold.
Based on aggregated 13F filings for Q1 2022.