ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

42 hedge funds and large institutions have $39.3M invested in Eaton Vance Municipal Income 2028 Term Trust in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
17
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.91M
2
UBS Group
UBS Group
Switzerland
$3.38M
3
Millennium Management
Millennium Management
New York
$462K
4
Cohen & Steers
Cohen & Steers
New York
$1.14M
5
Invesco
Invesco
Georgia
$533K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$141K
2
XF
XML Financial
Maryland
$2M
3
SPIA
Steward Partners Investment Advisory
New York
$1.06M
4
MFG
Merit Financial Group
Georgia
$321K
5
ST
Sentinel Trust
Texas
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.91M +$819K +46,577 +13%
UBS Group
2
UBS Group
Switzerland
$3.38M +$680K +38,678 +25%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.56M +$39.9K +2,270 +2%
Wells Fargo
4
Wells Fargo
California
$2.18M -$8.61K -490 -0.4%
WKWM
5
Walter & Keenan Wealth Management
Indiana
$2.14M -$220K -12,500 -9%
XF
6
XML Financial
Maryland
$2M -$825K -46,921 -29%
Corient Private Wealth
7
Corient Private Wealth
Florida
$1.8M -$45.3K -2,575 -2%
USCWA
8
U.S. Capital Wealth Advisors
Texas
$1.76M +$24.6K +1,400 +1%
Bank of America
9
Bank of America
North Carolina
$1.66M -$260K -14,776 -14%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$1.54M – – –
Cohen & Steers
11
Cohen & Steers
New York
$1.14M +$361K +20,531 +46%
SPIA
12
Steward Partners Investment Advisory
New York
$1.06M -$522K -29,689 -33%
SWP
13
Stratos Wealth Partners
Ohio
$1.01M -$30.1K -1,714 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$894K +$6.15K +350 +0.7%
GC
15
Guggenheim Capital
Illinois
$878K -$2.04K -116 -0.2%
VanEck Associates
16
VanEck Associates
New York
$869K -$92.4K -5,255 -10%
LPL Financial
17
LPL Financial
California
$678K -$64.8K -3,688 -9%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$626K -$6.41K -365 -1%
Invesco
19
Invesco
Georgia
$533K +$334K +18,975 +167%
Truist Financial
20
Truist Financial
North Carolina
$510K +$180K +10,222 +54%
1CP
21
1607 Capital Partners
Virginia
$501K +$155K +8,798 +45%
Millennium Management
22
Millennium Management
New York
$462K +$462K +26,286 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$431K -$18.7K -1,067 -4%
Stifel Financial
24
Stifel Financial
Missouri
$395K -$17.6K -1,000 -4%
MWM
25
Melfa Wealth Management
Massachusetts
$362K +$527 +30 +0.1%
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