ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

39 hedge funds and large institutions have $41.8M invested in Eaton Vance Municipal Income 2028 Term Trust in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$862K
2
MOS
MGO One Seven
Ohio
$668K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.4M
4
Jane Street
Jane Street
New York
$272K
5
RAM
Readystate Asset Management
Illinois
$257K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
$0
2
Morgan Stanley
Morgan Stanley
New York
$6.41M
3
WKWM
Walter & Keenan Wealth Management
Indiana
$631K
4
Ameriprise
Ameriprise
Minnesota
$599K
5
Bessemer Group
Bessemer Group
New Jersey
$40K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$10.4M +$592K +33,622 +6%
Morgan Stanley
2
Morgan Stanley
New York
$6.41M -$724K -41,091 -10%
Raymond James Financial
3
Raymond James Financial
Florida
$3.58M +$3.58M +203,305 New
UBS Group
4
UBS Group
Switzerland
$2.69M +$159K +9,023 +6%
Wells Fargo
5
Wells Fargo
California
$2.15M -$159K -9,038 -7%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$1.89M -$63K -3,576 -3%
Bank of America
7
Bank of America
North Carolina
$1.73M +$228K +12,947 +15%
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.67M -$22.1K -1,255 -1%
SA
9
Sanctuary Advisors
Indiana
$1.21M -$222K -12,250 -16%
VanEck Associates
10
VanEck Associates
New York
$975K +$154K +8,740 +19%
WAM
11
Wolverine Asset Management
Illinois
$862K +$862K +48,950 New
Stifel Financial
12
Stifel Financial
Missouri
$855K +$104K +5,902 +14%
SPIA
13
Steward Partners Investment Advisory
New York
$767K -$150K -8,501 -16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$695K +$42.4K +2,408 +7%
MOS
15
MGO One Seven
Ohio
$668K +$668K +37,960 New
WKWM
16
Walter & Keenan Wealth Management
Indiana
$631K -$526K -29,865 -45%
Ameriprise
17
Ameriprise
Minnesota
$599K -$518K -29,442 -46%
LPL Financial
18
LPL Financial
California
$589K +$247 +14 +0%
Truist Financial
19
Truist Financial
North Carolina
$512K +$1.96K +111 +0.4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$501K +$1.16K +66 +0.2%
Millennium Management
21
Millennium Management
New York
$279K – – –
Jane Street
22
Jane Street
New York
$272K +$272K +15,434 New
Osaic Holdings
23
Osaic Holdings
Arizona
$272K +$25K +1,420 +10%
MWM
24
Melfa Wealth Management
Massachusetts
$271K – – –
ACP
25
Aviance Capital Partners
Florida
$260K +$1.55K +88 +0.6%
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