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ETX

Eaton Vance Municipal Income 2028 Term Trust

35 hedge funds and large institutions have $42M 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, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $41.8M → $42M (+$217K)

0.66% less ownership

Funds ownership: 21.79%21.13% (-0.66%)

10% less funds holding

Funds holding: 3935 (-4)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$10.7M -$81.7K -4,500 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$7.32M +$667K +36,721 +10%
Raymond James Financial
3
Raymond James Financial
Florida
$3.75M +$37.7K +2,078 +1%
Bank of America
4
Bank of America
North Carolina
$2.5M +$694K +38,223 +39%
UBS Group
5
UBS Group
Switzerland
$2.46M -$332K -18,301 -12%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$1.96M
Wells Fargo
7
Wells Fargo
California
$1.91M -$317K -17,433 -14%
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.72M -$7.52K -414 -0.4%
SA
9
Sanctuary Advisors
Indiana
$1.17M -$48.5K -2,668 -4%
Stifel Financial
10
Stifel Financial
Missouri
$887K
VanEck Associates
11
VanEck Associates
New York
$836K -$175K -9,621 -17%
WKWM
12
Walter & Keenan Wealth Management
Indiana
$747K +$91.5K +5,036 +14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$708K -$12.6K -692 -2%
MOS
14
MGO One Seven
Ohio
$694K
LPL Financial
15
LPL Financial
California
$669K +$57.3K +3,158 +9%
SPIA
16
Steward Partners Investment Advisory
New York
$668K -$128K -7,023 -16%
Truist Financial
17
Truist Financial
North Carolina
$574K +$42.4K +2,336 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$548K +$27.4K +1,509 +5%
Ameriprise
19
Ameriprise
Minnesota
$546K -$75.1K -4,137 -12%
ACP
20
Aviance Capital Partners
Florida
$286K +$16K +880 +6%
MWM
21
Melfa Wealth Management
Massachusetts
$281K
Osaic Holdings
22
Osaic Holdings
Arizona
$271K -$10.5K -577 -4%
MFG
23
Merit Financial Group
Georgia
$242K +$2.29K +126 +1%
VF
24
Virtu Financial
New York
$239K +$237K +13,055 New
AIM
25
Anchor Investment Management
South Carolina
$172K +$52.7K +2,900 +45%