ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

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, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
15
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.95M
2
Ameriprise
Ameriprise
Minnesota
$1.09M
3
USCWA
U.S. Capital Wealth Advisors
Texas
$2M
4
UBS Group
UBS Group
Switzerland
$3.65M
5
Osaic Holdings
Osaic Holdings
Arizona
$396K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$7.17M
2
GC
Guggenheim Capital
Illinois
$0
3
ST
Sentinel Trust
Texas
$1.34M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$200K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.17M -$6.15M -344,811 -46%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$6.62M -$44.6K -2,500 -0.7%
UBS Group
3
UBS Group
Switzerland
$3.65M +$86.5K +4,851 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.54M +$1.09K +61 +0%
1CP
5
1607 Capital Partners
Virginia
$2.3M -$22.7K -1,274 -1%
HC
6
Hara Capital
Washington
$2.02M – – –
USCWA
7
U.S. Capital Wealth Advisors
Texas
$2M +$127K +7,100 +7%
Wells Fargo
8
Wells Fargo
California
$1.95M +$313K +17,558 +19%
WKWM
9
Walter & Keenan Wealth Management
Indiana
$1.66M -$225K -12,625 -12%
Bank of America
10
Bank of America
North Carolina
$1.63M -$69.6K -3,899 -4%
Corient Private Wealth
11
Corient Private Wealth
Florida
$1.61M -$15.7K -881 -1%
ST
12
Sentinel Trust
Texas
$1.34M -$506K -28,350 -27%
Ameriprise
13
Ameriprise
Minnesota
$1.09M +$301K +16,866 +38%
VanEck Associates
14
VanEck Associates
New York
$1.01M -$356K -19,925 -26%
SPIA
15
Steward Partners Investment Advisory
New York
$933K -$39.2K -2,196 -4%
RJA
16
Raymond James & Associates
Florida
$742K +$32K +1,792 +4%
LPL Financial
17
LPL Financial
California
$662K +$31.9K +1,790 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$660K +$143 +8 +0%
Cohen & Steers
19
Cohen & Steers
New York
$535K – – –
Truist Financial
20
Truist Financial
North Carolina
$522K +$1.93K +108 +0.4%
Invesco
21
Invesco
Georgia
$502K -$26.3K -1,475 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$396K +$83.9K +4,705 +27%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$360K -$24.4K -1,365 -6%
Millennium Management
24
Millennium Management
New York
$330K -$57.2K -3,207 -15%
Stifel Financial
25
Stifel Financial
Missouri
$324K -$38.1K -2,136 -11%
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