ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

45 hedge funds and large institutions have $40.6M invested in Eaton Vance Municipal Income 2028 Term Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.08M
2
1CP
1607 Capital Partners
Virginia
$1.78M
3
WAM
Wolverine Asset Management
Illinois
$690K
4
MC
Moors & Cabot
Massachusetts
$314K
5
VanEck Associates
VanEck Associates
New York
$1.14M

Top Sellers

1
XF
XML Financial
Maryland
$677K
2
Osaic Holdings
Osaic Holdings
Arizona
$268K
3
Cohen & Steers
Cohen & Steers
New York
$763K
4
WKWM
Walter & Keenan Wealth Management
Indiana
$1.75M
5
Morgan Stanley
Morgan Stanley
New York
$6.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.39M -$285K -16,775 -4%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$4.08M +$2.6M +153,173 +175%
UBS Group
3
UBS Group
Switzerland
$3.35M +$87.1K +5,133 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.47M +$780 +46 +0%
Wells Fargo
5
Wells Fargo
California
$2.11M +$4.05K +239 +0.2%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$1.87M +$170K +10,000 +10%
1CP
7
1607 Capital Partners
Virginia
$1.78M +$1.3M +76,615 +269%
WKWM
8
Walter & Keenan Wealth Management
Indiana
$1.75M -$310K -18,303 -15%
Corient Private Wealth
9
Corient Private Wealth
Florida
$1.71M -$17.7K -1,045 -1%
Bank of America
10
Bank of America
North Carolina
$1.54M -$55.5K -3,271 -3%
VanEck Associates
11
VanEck Associates
New York
$1.14M +$301K +17,753 +36%
SWP
12
Stratos Wealth Partners
Ohio
$1.09M +$114K +6,724 +12%
SPIA
13
Steward Partners Investment Advisory
New York
$965K -$56.1K -3,309 -5%
GC
14
Guggenheim Capital
Illinois
$841K -$5.39K -318 -0.6%
Cohen & Steers
15
Cohen & Steers
New York
$763K -$339K -20,000 -31%
WAM
16
Wolverine Asset Management
Illinois
$690K +$553K +32,632 +406%
XF
17
XML Financial
Maryland
$677K -$1.25M -73,913 -65%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$597K -$7.77K -458 -1%
LPL Financial
19
LPL Financial
California
$588K -$66K -3,890 -10%
RJA
20
Raymond James & Associates
Florida
$553K +$274K +16,183 +99%
Millennium Management
21
Millennium Management
New York
$517K +$71.2K +4,197 +16%
Invesco
22
Invesco
Georgia
$512K -$3.05K -180 -0.6%
Truist Financial
23
Truist Financial
North Carolina
$493K +$1.39K +82 +0.3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$386K -$29.8K -1,759 -7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$363K +$30K +1,773 +9%
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