Eaton Vance Municipal Income 2028 Term Trust
ETX
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.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
7% more funds holding
Funds holding: 42 → 45 (+3)
1.4% more ownership
Funds ownership: 20.51% → 21.9% (+1.4%)
3% more capital invested
Capital invested by funds: $39.3M → $40.6M (+$1.3M)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$2.65M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.32M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$564K |
| 4 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$319K |
| 5 |
VanEck Associates
New York
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XF
XML Financial
Bethesda,
Maryland
|
-$1.28M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$605K |
| 3 |
Cohen & Steers
New York
|
-$345K |
| 4 |
WKWM
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
-$316K |
| 5 |
Morgan Stanley
New York
|
-$290K |
ETX Hedge Fund Activity: Q3 2023 in Review
45 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q3 2023, worth a combined $40.6M — up 3.3% from $39.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ETX positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $2.65M. The largest seller was XML Financial, cutting an estimated $1.28M.
- 45 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q3 2023, up from 42 in Q2 2023.
- Funds reported $40.6M of Eaton Vance Municipal Income 2028 Term Trust stock for Q3 2023, up 3.3% quarter-over-quarter.
- 6 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q3 2023 and 3 closed out, a net change of +3 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q3 2023 was Rockefeller Capital Management, an estimated $2.65M added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q3 2023 was XML Financial, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2023.