ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10M
2
Morgan Stanley
Morgan Stanley
New York
$8.02M
3
Stifel Financial
Stifel Financial
Missouri
$736K
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$345K
5
AW
Atlas Wealth
Ohio
$204K

Top Sellers

1
ST
Sentinel Trust
Texas
$0
2
UBS Group
UBS Group
Switzerland
$2.88M
3
Cohen & Steers
Cohen & Steers
New York
$0
4
1CP
1607 Capital Partners
Virginia
$1.9M
5
HC
Hara Capital
Washington
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$10M +$3.1M +165,700 +45%
Morgan Stanley
2
Morgan Stanley
New York
$8.02M +$495K +26,459 +7%
UBS Group
3
UBS Group
Switzerland
$2.88M -$942K -50,373 -25%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.72M +$65K +3,475 +2%
Wells Fargo
5
Wells Fargo
California
$2.23M +$188K +10,066 +9%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$2.07M -$28.1K -1,500 -1%
1CP
7
1607 Capital Partners
Virginia
$1.9M -$509K -27,227 -21%
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.81M +$127K +6,766 +7%
HC
9
Hara Capital
Washington
$1.7M -$413K -22,090 -20%
Bank of America
10
Bank of America
North Carolina
$1.6M -$116K -6,185 -7%
WKWM
11
Walter & Keenan Wealth Management
Indiana
$1.51M -$228K -12,217 -13%
SA
12
Sanctuary Advisors
Indiana
$1.2M +$1.2M +66,683 New
Ameriprise
13
Ameriprise
Minnesota
$1.16M +$22.9K +1,224 +2%
SPIA
14
Steward Partners Investment Advisory
New York
$974K -$3.7K -198 -0.4%
VanEck Associates
15
VanEck Associates
New York
$859K -$198K -10,601 -19%
RJA
16
Raymond James & Associates
Florida
$853K +$75.1K +4,014 +10%
Stifel Financial
17
Stifel Financial
Missouri
$736K +$396K +21,200 +117%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$692K +$131 +7 +0%
LPL Financial
19
LPL Financial
California
$681K -$13.1K -702 -2%
Truist Financial
20
Truist Financial
North Carolina
$549K +$2K +107 +0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$424K +$46.9K +2,506 +12%
Osaic Holdings
22
Osaic Holdings
Arizona
$372K -$42.6K -2,277 -10%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$345K +$345K +18,500 New
MWM
24
Melfa Wealth Management
Massachusetts
$337K – – –
Invesco
25
Invesco
Georgia
$314K -$213K -11,367 -40%
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