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ETX

Eaton Vance Municipal Income 2028 Term Trust

41 hedge funds and large institutions have $44.6M invested in Eaton Vance Municipal Income 2028 Term Trust in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.37% less ownership

Funds ownership: 23.68%22.32% (-1.4%)

7% less capital invested

Capital invested by funds: $48.2M → $44.6M (-$3.61M)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
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
$10.2M -$99.3K -5,278 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$7.85M +$221K +11,730 +3%
Raymond James Financial
3
Raymond James Financial
Florida
$4.31M -$261K -13,895 -6%
UBS Group
4
UBS Group
Switzerland
$2.6M +$130K +6,895 +5%
Bank of America
5
Bank of America
North Carolina
$2.45M +$111K +5,909 +5%
LPL Financial
6
LPL Financial
California
$2.43M +$414K +22,032 +20%
Wells Fargo
7
Wells Fargo
California
$2M -$216K -11,503 -10%
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.31M -$1.84M -97,775 -58%
SA
9
Sanctuary Advisors
Indiana
$1.18M
FAL
10
Focused Alpha LLC
Colorado
$852K +$105K +5,582 +14%
MOS
11
MGO One Seven
Ohio
$744K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$739K -$14.7K -779 -2%
MFG
13
Merit Financial Group
Georgia
$700K +$104K +5,511 +17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$641K +$115K +6,127 +21%
Truist Financial
15
Truist Financial
North Carolina
$578K +$2.15K +114 +0.4%
Stifel Financial
16
Stifel Financial
Missouri
$573K -$9.05K -481 -2%
SPIA
17
Steward Partners Investment Advisory
New York
$494K -$89.6K -4,763 -15%
Invesco
18
Invesco
Georgia
$456K -$1.35K -72 -0.3%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$439K -$129K -6,875 -22%
WKWM
20
Walter & Keenan Wealth Management
Indiana
$402K -$205K -10,900 -33%
SWM
21
Stronghold Wealth Management
Florida
$371K +$3.18K +169 +0.8%
Osaic Holdings
22
Osaic Holdings
Arizona
$368K -$243K -12,895 -39%
KAS
23
Kestra Advisory Services
Texas
$352K +$205K +10,909 +132%
MA
24
Mutual Advisors
Nebraska
$341K +$145K +7,700 +71%
ACP
25
Aviance Capital Partners
Florida
$313K +$5.98K +318 +2%

ETX Hedge Fund Activity: Q1 2026 in Review

41 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q1 2026, worth a combined $44.6M — down 7.5% from $48.2M a quarter earlier.

Fund positioning in ETX was balanced in Q1 2026: 2 funds opened new positions, 2 closed out, 15 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $414K. The largest seller was Corient Private Wealth, cutting an estimated $1.84M.

  • 41 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $44.6M of Eaton Vance Municipal Income 2028 Term Trust stock for Q1 2026, down 7.5% quarter-over-quarter.
  • 2 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q1 2026 and 2 closed out, a net change of 0 holders.
  • The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q1 2026 was LPL Financial, an estimated $414K added.
  • The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q1 2026 was Corient Private Wealth, an estimated $1.84M sold.

Based on aggregated 13F filings for Q1 2026.