ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

40 hedge funds and large institutions have $38.5M invested in Eaton Vance Municipal Income 2028 Term Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.34M
2
SWP
2
Stratos Wealth Partners
Ohio
$1.03M
3
ST
3
Sentinel Trust
Texas
$508K
4
Bank of America
4
Bank of America
North Carolina
$6.62M
5
WP
5
Woodline Partners
California
$203K

Top Sellers

1
WKWM
1
Walter & Keenan Wealth Management
Indiana
$2.34M
2
KeyBank National Association
2
KeyBank National Association
Ohio
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$5.11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$251K
5
Wells Fargo
5
Wells Fargo
California
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.62M +$253K +14,180 +4%
Morgan Stanley
2
Morgan Stanley
New York
$5.11M -$207K -11,629 -4%
XF
3
XML Financial
Maryland
$2.78M -$60.1K -3,370 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.45M +$172K +9,672 +8%
WKWM
5
Walter & Keenan Wealth Management
Indiana
$2.34M -$385K -21,595 -14%
Wells Fargo
6
Wells Fargo
California
$2.15M -$124K -6,978 -5%
USCWA
7
U.S. Capital Wealth Advisors
Texas
$1.71M +$178K +10,000 +12%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$1.62M +$72.2K +4,049 +5%
UBS Group
9
UBS Group
Switzerland
$1.54M -$25.3K -1,418 -2%
WAM
10
Wolverine Asset Management
Illinois
$1.34M +$1.34M +75,085 New
SWP
11
Stratos Wealth Partners
Ohio
$1.03M +$788K +44,214 +323%
GC
12
Guggenheim Capital
Illinois
$907K -$78K -4,376 -8%
Osaic Holdings
13
Osaic Holdings
Arizona
$828K -$63.4K -3,558 -7%
SPIA
14
Steward Partners Investment Advisory
New York
$776K +$10.7K +602 +1%
LPL Financial
15
LPL Financial
California
$753K +$192K +10,793 +34%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$654K -$19.8K -1,108 -3%
VanEck Associates
17
VanEck Associates
New York
$636K +$131K +7,354 +26%
ST
18
Sentinel Trust
Texas
$508K +$508K +28,500 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$492K +$14.3K +800 +3%
MFG
20
Merit Financial Group
Georgia
$467K – – –
Stifel Financial
21
Stifel Financial
Missouri
$460K – – –
MWM
22
Melfa Wealth Management
Massachusetts
$411K +$411K +23,071 New
Truist Financial
23
Truist Financial
North Carolina
$334K -$109K -6,139 -25%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$275K -$55.1K -3,093 -17%
CFGSD
25
Compass Financial Group (South Dakota)
South Dakota
$272K +$272K +15,233 New
1
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