Who Owns ETX?
EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST — Institutional Ownership & 13F Holdings
$18.66
+0.26 (+1.39%)
Market Cap
$204.8M
Shares Outstanding
10,887,204
Institutional Holders
35
Total Inst. Value
$39.1M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
7
Closed Positions
9
Increased
11
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | $10.7M | 585,604 |
| 2 | MORGAN STANLEY | $7.3M | 400,793 |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.8M | 205,383 |
| 4 | BANK OF AMERICA CORP /DE/ | $2.5M | 136,627 |
| 5 | UBS Group AG | $2.5M | 134,641 |
| 6 | U.S. Capital Wealth Advisors, LLC | $2.0M | 107,221 |
| 7 | WELLS FARGO & COMPANY/MN | $1.9M | 104,796 |
| 8 | STIFEL FINANCIAL CORP | $887K | 48,552 |
| 9 | VAN ECK ASSOCIATES CORPNew | $836K | 45,749 |
| 10 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVNew | $747K | 40,874 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +37K | $7.3M |
| RAYMOND JAMES FINANCIAL INC | +2K | $3.8M |
| BANK OF AMERICA CORP /DE/ | +38K | $2.5M |
| VAN ECK ASSOCIATES CORPNew | +46K | $836K |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVNew | +41K | $747K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT LLC | -49K | $4K |
| UBS Group AG | -18K | $2.5M |
| WELLS FARGO & COMPANY/MN | -17K | $1.9M |
| Steward Partners Investment Advisory, LLC | -7K | $668K |
| Rockefeller Capital Management L.P. | -5K | $10.7M |
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Frequently Asked Questions
How many institutional investors hold ETX?
As of Q1 2025, 35 institutional investors report holding ETX (EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST) in their 13F filings.
Which hedge fund owns the most ETX?
The largest institutional holder of ETX is Rockefeller Capital Management L.P. with $10.7M in shares.
Are institutions buying or selling ETX?
This quarter, 7 institutions opened new positions in ETX and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.