ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-7
Holders Change %
-17.07%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
15
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$3.19M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.5M
3
Bessemer Group
Bessemer Group
New Jersey
$355K
4
Wells Fargo
Wells Fargo
California
$2.48M
5
SA
Sanctuary Advisors
Indiana
$1.43M

Top Sellers

1
HC
Hara Capital
Washington
$831
2
1CP
1607 Capital Partners
Virginia
$1.01M
3
Morgan Stanley
Morgan Stanley
New York
$7.65M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$0
5
Invesco
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$10.5M +$372K +19,700 +4%
Morgan Stanley
2
Morgan Stanley
New York
$7.65M -$443K -23,471 -5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.19M +$437K +23,159 +16%
UBS Group
4
UBS Group
Switzerland
$2.72M -$190K -10,038 -7%
Wells Fargo
5
Wells Fargo
California
$2.48M +$223K +11,802 +10%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$2.09M – – –
Corient Private Wealth
7
Corient Private Wealth
Florida
$1.81M -$21K -1,111 -1%
Bank of America
8
Bank of America
North Carolina
$1.61M +$925 +49 +0.1%
SA
9
Sanctuary Advisors
Indiana
$1.43M +$222K +12,250 +18%
WKWM
10
Walter & Keenan Wealth Management
Indiana
$1.24M -$286K -15,143 -19%
Ameriprise
11
Ameriprise
Minnesota
$1.2M +$22.9K +1,211 +2%
1CP
12
1607 Capital Partners
Virginia
$1.01M -$911K -48,260 -47%
SPIA
13
Steward Partners Investment Advisory
New York
$983K – – –
VanEck Associates
14
VanEck Associates
New York
$867K +$13K +700 +2%
RJA
15
Raymond James & Associates
Florida
$865K +$3.08K +163 +0.4%
Stifel Financial
16
Stifel Financial
Missouri
$805K +$62.3K +3,300 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$699K +$151 +8 +0%
LPL Financial
18
LPL Financial
California
$631K -$56.4K -2,986 -8%
Truist Financial
19
Truist Financial
North Carolina
$547K -$7.95K -421 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$536K +$108K +5,727 +25%
Bessemer Group
21
Bessemer Group
New Jersey
$355K +$312K +16,500 +729%
Millennium Management
22
Millennium Management
New York
$299K – – –
MWM
23
Melfa Wealth Management
Massachusetts
$290K -$49.9K -2,642 -15%
ACP
24
Aviance Capital Partners
Florida
$277K +$16.8K +889 +6%
Osaic Holdings
25
Osaic Holdings
Arizona
$265K -$111K -5,899 -30%
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