ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

Overview Fund Activity

34 hedge funds and large institutions have $40.9M invested in Eaton Vance Municipal Income 2028 Term Trust in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$698K
2
Morgan Stanley
Morgan Stanley
New York
+$671K
3
VF
Virtu Financial
New York
+$239K
4
WKWM
Walter & Keenan Wealth Management
Indiana
+$92K
5
LPL Financial
LPL Financial
California
+$57.7K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$890K
2
UBS Group
UBS Group
Switzerland
-$334K
3
Wells Fargo
Wells Fargo
California
-$319K
4
Millennium Management
Millennium Management
New York
-$279K
5
Jane Street
Jane Street
New York
-$272K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$10.7M -$82.2K -4,500 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$7.32M +$671K +36,721 +10%
Raymond James Financial
3
Raymond James Financial
Florida
$3.75M +$38K +2,078 +1%
Bank of America
4
Bank of America
North Carolina
$2.5M +$698K +38,223 +39%
UBS Group
5
UBS Group
Switzerland
$2.46M -$334K -18,301 -12%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$1.96M – – –
Wells Fargo
7
Wells Fargo
California
$1.91M -$319K -17,433 -14%
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.72M -$7.56K -414 -0.4%
Stifel Financial
9
Stifel Financial
Missouri
$887K – – –
VanEck Associates
10
VanEck Associates
New York
$836K -$176K -9,621 -17%
WKWM
11
Walter & Keenan Wealth Management
Indiana
$747K +$92K +5,036 +14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$708K -$12.6K -692 -2%
MOS
13
MGO One Seven
Ohio
$694K – – –
LPL Financial
14
LPL Financial
California
$669K +$57.7K +3,158 +9%
SPIA
15
Steward Partners Investment Advisory
New York
$668K -$128K -7,023 -16%
Truist Financial
16
Truist Financial
North Carolina
$574K +$42.7K +2,336 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$548K +$27.6K +1,509 +5%
Ameriprise
18
Ameriprise
Minnesota
$546K -$75.6K -4,137 -12%
ACP
19
Aviance Capital Partners
Florida
$286K +$16.1K +880 +6%
MWM
20
Melfa Wealth Management
Massachusetts
$281K – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$271K -$10.5K -577 -4%
MFG
22
Merit Financial Group
Georgia
$242K +$2.3K +126 +1%
VF
23
Virtu Financial
New York
$239K +$239K +13,055 New
AIM
24
Anchor Investment Management
South Carolina
$172K +$53K +2,900 +45%
CFFP
25
Center for Financial Planning
Michigan
$35.1K +$35.1K +1,920 New
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