Eaton Vance Municipal Income 2028 Term Trust
ETX
34 hedge funds and large institutions have $44.7M invested in Eaton Vance Municipal Income 2028 Term Trust in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 7 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
1.68% less ownership
Funds ownership: 23.45% → 21.77% (-1.7%)
6% less capital invested
Capital invested by funds: $47.7M → $44.7M (-$3.02M)
17% less funds holding
Funds holding: 41 → 34 (-7)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$434K |
| 2 |
Rockefeller Capital Management
New York
|
+$369K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$309K |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$230K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hara Capital
Bellevue,
Washington
|
-$1.71M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$905K |
| 3 |
Morgan Stanley
New York
|
-$440K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$345K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$314K |
ETX Hedge Fund Activity: Q3 2024 in Review
34 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q3 2024, worth a combined $44.7M — down 6.3% from $47.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ETX and 0 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 15 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $434K. The largest seller was Hara Capital, cutting an estimated $1.71M.
- 34 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q3 2024, down from 41 in Q2 2024.
- Funds reported $44.7M of Eaton Vance Municipal Income 2028 Term Trust stock for Q3 2024, down 6.3% quarter-over-quarter.
- 0 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q3 2024 and 7 closed out, a net change of -7 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $434K added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q3 2024 was Hara Capital, an estimated $1.71M sold.
Based on aggregated 13F filings for Q3 2024.