Eaton Vance Municipal Income 2028 Term Trust
ETX
41 hedge funds and large institutions have $47.7M invested in Eaton Vance Municipal Income 2028 Term Trust in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.
7% more capital invested
Capital invested by funds: $44.7M → $47.7M (+$3.03M)
0.45% more ownership
Funds ownership: 23% → 23.45% (+0.45%)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
5% less funds holding
Funds holding: 43 → 41 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$3.03M |
| 2 |
Morgan Stanley
New York
|
+$484K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$388K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$339K |
| 5 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Sentinel Trust
Houston,
Texas
|
-$1.34M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$922K |
| 3 |
Cohen & Steers
New York
|
-$535K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$498K |
| 5 |
HC
Hara Capital
Bellevue,
Washington
|
-$404K |
ETX Hedge Fund Activity: Q2 2024 in Review
41 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q2 2024, worth a combined $47.7M — up 6.8% from $44.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ETX and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 13 added.
The largest buyer was Rockefeller Capital Management, adding an estimated $3.03M. The largest seller was Sentinel Trust, exiting entirely with an estimated $1.34M sold.
- 41 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q2 2024, down from 43 in Q1 2024.
- Funds reported $47.7M of Eaton Vance Municipal Income 2028 Term Trust stock for Q2 2024, up 6.8% quarter-over-quarter.
- 6 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q2 2024 and 8 closed out, a net change of -2 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q2 2024 was Rockefeller Capital Management, an estimated $3.03M added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q2 2024 was Sentinel Trust, an estimated $1.34M sold.
Based on aggregated 13F filings for Q2 2024.