Eaton Vance Municipal Income 2028 Term Trust
ETX
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.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
15% more funds holding
Funds holding: 34 → 39 (+5)
0.01% more ownership
Funds ownership: 21.77% → 21.79% (+0.01%)
6% less capital invested
Capital invested by funds: $44.7M → $41.8M (-$2.88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$901K |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$698K |
| 3 |
Rockefeller Capital Management
New York
|
+$619K |
| 4 |
Jane Street
New York
|
+$284K |
| 5 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$268K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.01M |
| 2 |
Morgan Stanley
New York
|
-$756K |
| 3 |
WKWM
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
-$549K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$542K |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$304K |
ETX Hedge Fund Activity: Q4 2024 in Review
39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q4 2024, worth a combined $41.8M — down 6.4% from $44.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ETX positions and 2 closed out — a net gain of 7 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $901K. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $1.01M sold.
- 39 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q4 2024, up from 34 in Q3 2024.
- Funds reported $41.8M of Eaton Vance Municipal Income 2028 Term Trust stock for Q4 2024, down 6.4% quarter-over-quarter.
- 9 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q4 2024 and 2 closed out, a net change of +7 holders.
- The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q4 2024 was Wolverine Asset Management, an estimated $901K added.
- The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q4 2024 was 1607 Capital Partners, an estimated $1.01M sold.
Based on aggregated 13F filings for Q4 2024.