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ETX

Eaton Vance Municipal Income 2028 Term Trust

34 hedge funds and large institutions have $46.6M invested in Eaton Vance Municipal Income 2028 Term Trust in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $43.3M → $46.6M (+$3.37M)

0.13% more ownership

Funds ownership: 22.07%22.2% (+0.13%)

0% more funds holding

Funds holding: 3434 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
13
Closed
2
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
$11.2M -$199K -10,704 -2%
Morgan Stanley
2
Morgan Stanley
New York
$7.71M -$65.5K -3,524 -0.9%
Raymond James Financial
3
Raymond James Financial
Florida
$4.43M +$232K +12,475 +6%
UBS Group
4
UBS Group
Switzerland
$2.57M -$104K -5,612 -4%
Bank of America
5
Bank of America
North Carolina
$2.48M -$113K -6,077 -5%
Wells Fargo
6
Wells Fargo
California
$2.42M -$52.9K -2,846 -2%
USCWA
7
U.S. Capital Wealth Advisors
Texas
$2.07M -$312K -16,773 -14%
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.63M -$32.9K -1,772 -2%
SA
9
Sanctuary Advisors
Indiana
$1.24M
Stifel Financial
10
Stifel Financial
Missouri
$1.14M +$175K +9,421 +19%
LPL Financial
11
LPL Financial
California
$908K +$99.7K +5,361 +13%
VanEck Associates
12
VanEck Associates
New York
$888K +$428 +23 +0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$791K +$19K +1,020 +3%
MOS
14
MGO One Seven
Ohio
$733K
Osaic Holdings
15
Osaic Holdings
Arizona
$686K +$344K +18,493 +107%
SPIA
16
Steward Partners Investment Advisory
New York
$635K -$58.5K -3,145 -9%
WKWM
17
Walter & Keenan Wealth Management
Indiana
$633K -$98.5K -5,300 -14%
Ameriprise
18
Ameriprise
Minnesota
$618K +$75K +4,034 +14%
Truist Financial
19
Truist Financial
North Carolina
$604K +$2.08K +112 +0.4%
IWC
20
Integrated Wealth Concepts
Massachusetts
$545K -$88.4K -4,756 -14%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$519K -$36.4K -1,955 -7%
MFG
22
Merit Financial Group
Georgia
$506K +$35.4K +1,904 +8%
Invesco
23
Invesco
Georgia
$460K +$443K +23,826 New
ACP
24
Aviance Capital Partners
Florida
$322K -$24K -1,290 -7%
MWM
25
Melfa Wealth Management
Massachusetts
$297K