ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

47 hedge funds and large institutions have $52.6M invested in Eaton Vance Municipal Income 2028 Term Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$13M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.48M
3
ST
Sentinel Trust
Texas
$1.79M
4
Ameriprise
Ameriprise
Minnesota
$756K
5
1CP
1607 Capital Partners
Virginia
$2.26M

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
$337K
2
WAM
Wolverine Asset Management
Illinois
$0
3
Wells Fargo
Wells Fargo
California
$1.59M
4
XF
XML Financial
Maryland
$324K
5
Cohen & Steers
Cohen & Steers
New York
$520K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13M +$6.42M +370,445 +98%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$6.48M +$2.31M +132,952 +55%
UBS Group
3
UBS Group
Switzerland
$3.46M +$36.6K +2,108 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.46M -$61.9K -3,571 -2%
1CP
5
1607 Capital Partners
Virginia
$2.26M +$434K +25,014 +24%
HC
6
Hara Capital
Washington
$1.96M +$1.96M +113,237 New
WKWM
7
Walter & Keenan Wealth Management
Indiana
$1.83M +$40.9K +2,361 +2%
USCWA
8
U.S. Capital Wealth Advisors
Texas
$1.82M -$88.4K -5,100 -5%
ST
9
Sentinel Trust
Texas
$1.79M +$1.56M +89,750 +660%
Bank of America
10
Bank of America
North Carolina
$1.66M +$78.9K +4,548 +5%
Wells Fargo
11
Wells Fargo
California
$1.59M -$562K -32,423 -26%
Corient Private Wealth
12
Corient Private Wealth
Florida
$1.58M -$172K -9,943 -10%
VanEck Associates
13
VanEck Associates
New York
$1.33M +$161K +9,281 +14%
SPIA
14
Steward Partners Investment Advisory
New York
$944K -$42.4K -2,443 -4%
GC
15
Guggenheim Capital
Illinois
$780K -$80.3K -4,632 -9%
Ameriprise
16
Ameriprise
Minnesota
$756K +$492K +28,712 +186%
RJA
17
Raymond James & Associates
Florida
$691K +$125K +7,221 +22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$642K +$247K +14,241 +63%
LPL Financial
19
LPL Financial
California
$613K +$11K +633 +2%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$604K -$6.05K -349 -1%
Cohen & Steers
21
Cohen & Steers
New York
$520K -$260K -15,000 -33%
Invesco
22
Invesco
Georgia
$514K -$9.4K -542 -2%
Truist Financial
23
Truist Financial
North Carolina
$506K +$1.44K +83 +0.3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$411K +$411K +23,690 New
Millennium Management
25
Millennium Management
New York
$376K -$152K -8,789 -29%
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