ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

39 hedge funds and large institutions have $39.8M invested in Eaton Vance Municipal Income 2028 Term Trust in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$1.86M
2
UBS Group
UBS Group
Switzerland
$2.73M
3
Morgan Stanley
Morgan Stanley
New York
$6.17M
4
SPIA
Steward Partners Investment Advisory
New York
$1.6M
5
Cohen & Steers
Cohen & Steers
New York
$791K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.94M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
PSCM
Per Stirling Capital Management
Texas
$0
4
WP
Woodline Partners
California
$0
5
AWA
Amplius Wealth Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.17M +$1.07M +59,909 +21%
XF
2
XML Financial
Maryland
$2.86M +$87.3K +4,906 +3%
UBS Group
3
UBS Group
Switzerland
$2.73M +$1.2M +67,292 +78%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.55M +$110K +6,160 +4%
WKWM
5
Walter & Keenan Wealth Management
Indiana
$2.39M +$47.1K +2,650 +2%
Wells Fargo
6
Wells Fargo
California
$2.22M +$70K +3,932 +3%
Bank of America
7
Bank of America
North Carolina
$1.94M -$4.66M -262,108 -71%
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.86M +$1.86M +104,683 New
USCWA
9
U.S. Capital Wealth Advisors
Texas
$1.76M +$53.4K +3,000 +3%
SPIA
10
Steward Partners Investment Advisory
New York
$1.6M +$825K +46,371 +107%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.56M -$57.8K -3,253 -4%
WAM
12
Wolverine Asset Management
Illinois
$1.44M +$101K +5,658 +8%
SWP
13
Stratos Wealth Partners
Ohio
$1.05M +$19.1K +1,073 +2%
VanEck Associates
14
VanEck Associates
New York
$973K +$338K +19,008 +53%
Osaic Holdings
15
Osaic Holdings
Arizona
$898K +$71.9K +4,042 +9%
GC
16
Guggenheim Capital
Illinois
$890K -$14.1K -794 -2%
Cohen & Steers
17
Cohen & Steers
New York
$791K +$791K +44,477 New
LPL Financial
18
LPL Financial
California
$752K +$1.07K +60 +0.1%
MFG
19
Merit Financial Group
Georgia
$670K +$204K +11,468 +44%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$640K -$11.9K -672 -2%
ST
21
Sentinel Trust
Texas
$507K – – –
Stifel Financial
22
Stifel Financial
Missouri
$418K -$40.9K -2,300 -9%
MWM
23
Melfa Wealth Management
Massachusetts
$366K -$44.5K -2,504 -11%
1CP
24
1607 Capital Partners
Virginia
$351K +$351K +19,703 New
Truist Financial
25
Truist Financial
North Carolina
$334K +$907 +51 +0.3%
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