Eaton Vance Municipal Income 2028 Term Trust
ETX
47 hedge funds and large institutions have $46.1M invested in Eaton Vance Municipal Income 2028 Term Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
14% more capital invested
Capital invested by funds: $40.6M → $46.1M (+$5.53M)
4% more funds holding
Funds holding: 45 → 47 (+2)
2.45% more ownership
Funds ownership: 21.9% → 24.35% (+2.5%)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$2.27M |
| 2 |
ST
Sentinel Trust
Houston,
Texas
|
+$1.54M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$491K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$428K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$405K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$762K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$690K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$555K |
| 4 |
XF
XML Financial
Bethesda,
Maryland
|
-$364K |
| 5 |
CFGSD
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
-$258K |
ETX Hedge Fund Activity: Q4 2023 in Review
47 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q4 2023, worth a combined $46.1M — up 14% from $40.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ETX positions and 5 closed out — a net gain of 2 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $2.27M. The largest seller was Stratos Wealth Partners, cutting an estimated $762K.
- 47 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q4 2023, up from 45 in Q3 2023.
- Funds reported $46.1M of Eaton Vance Municipal Income 2028 Term Trust stock for Q4 2023, up 14% quarter-over-quarter.
- 7 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q4 2023 and 5 closed out, a net change of +2 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q4 2023 was Rockefeller Capital Management, an estimated $2.27M added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q4 2023 was Stratos Wealth Partners, an estimated $762K sold.
Based on aggregated 13F filings for Q4 2023.