ETX

Eaton Vance Municipal Income 2028 Term Trust

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.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.99M +$926K +45,307 +18%
XF
2
XML Financial
Maryland
$3.07M -$25.5K -1,250 -0.8%
WKWM
3
Walter & Keenan Wealth Management
Indiana
$2.96M +$243K +11,889 +9%
Wells Fargo
4
Wells Fargo
California
$2.78M -$1.19M -58,477 -30%
Bank of America
5
Bank of America
North Carolina
$2.68M -$235K -11,495 -8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.61M +$10.8K +528 +0.4%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.38M +$16.7K +817 +0.7%
UBS Group
8
UBS Group
Switzerland
$2.37M -$1.7M -83,316 -42%
EVM
9
Eaton Vance Management
Massachusetts
$2.23M +$2.86K +140 +0.1%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$2.18M -$284K -13,900 -12%
USCWA
11
U.S. Capital Wealth Advisors
Texas
$1.8M +$52.1K +2,550 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.03M -$20.8K -1,020 -2%
SPIA
13
Steward Partners Investment Advisory
New York
$864K +$36.6K +1,790 +4%
VanEck Associates
14
VanEck Associates
New York
$808K -$1.66K -81 -0.2%
GC
15
Guggenheim Capital
Illinois
$786K +$786K +38,458 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$637K +$15.3K +751 +2%
Stifel Financial
17
Stifel Financial
Missouri
$631K +$140K +6,837 +28%
LPL Financial
18
LPL Financial
California
$629K +$196K +9,577 +45%
MFG
19
Merit Financial Group
Georgia
$535K
SWP
20
Stratos Wealth Partners
Ohio
$485K -$227K -11,100 -32%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$437K -$57.6K -2,816 -12%
First Trust Advisors
22
First Trust Advisors
Illinois
$377K -$22.8K -1,117 -6%
AHIA
23
Andrew Hill Investment Advisors
Florida
$376K +$26.5K +1,300 +8%
Truist Financial
24
Truist Financial
North Carolina
$375K +$61.1K +2,988 +19%
AWA
25
Amplius Wealth Advisors
Pennsylvania
$354K +$12.6K +619 +4%