Eaton Vance Municipal Income 2028 Term Trust
ETX
43 hedge funds and large institutions have $44.7M invested in Eaton Vance Municipal Income 2028 Term Trust in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 5 closing their positions.
3% less capital invested
Capital invested by funds: $46.1M → $44.7M (-$1.4M)
1.35% less ownership
Funds ownership: 24.35% → 23% (-1.4%)
9% less funds holding
Funds holding: 47 → 43 (-4)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$514K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$315K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$302K |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$127K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$780K |
| 2 |
ST
Sentinel Trust
Houston,
Texas
|
-$508K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$423K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$411K |
| 5 |
VanEck Associates
New York
|
-$357K |
ETX Hedge Fund Activity: Q1 2024 in Review
43 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q1 2024, worth a combined $44.7M — down 3% from $46.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ETX and 1 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 16 added.
The largest buyer was Morgan Stanley, adding an estimated $514K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $780K sold.
- 43 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q1 2024, down from 47 in Q4 2023.
- Funds reported $44.7M of Eaton Vance Municipal Income 2028 Term Trust stock for Q1 2024, down 3% quarter-over-quarter.
- 1 fund opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q1 2024 and 5 closed out, a net change of -4 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q1 2024 was Morgan Stanley, an estimated $514K added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q1 2024 was Guggenheim Capital, an estimated $780K sold.
Based on aggregated 13F filings for Q1 2024.