Who Owns EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST (ETX)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$1.0000000300000024e+144T
% of Float Held
—
QoQ Change in Holders
+13 / -0
Price History
ETX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| MELFA WEALTH MANAGEMENT, INC. | New Position | +15K | +$287.0M |
| Stratos Wealth Partners, LTD. | New Position | +13K | +$245.0M |
| Mutual Advisors, LLC | New Position | +11K | +$203.0M |
| Anchor Investment Management, LLC | Increased | +3K | +$40.2M |
| US BANCORP \DE\ | New Position | +700 | +$13.0M |
| Invesco Ltd. | Increased | +1K | +$6.2M |
| Sanctuary Advisors, LLC | New Position | +256K | +$4.7M |
| MGO ONE SEVEN LLC | New Position | +41K | +$757K |
| Merit Financial Group, LLC | New Position | +33K | +$610K |
| TRUIST FINANCIAL CORP | New Position | +31K | +$586K |
| Stronghold Wealth Management L.L.C. | New Position | +20K | +$374K |
| Aviance Capital Partners, LLC | New Position | +17K | +$312K |
| Center for Financial Planning, Inc. | New Position | +2K | +$35K |
| Clark Capital Management Group, Inc. | New Position | +10K | +$0 |
| Baird Financial Group, Inc. | New Position | +13K | +$0 |
ETX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Decreased | -5K | -$1.4B |
| Rockefeller Capital Management L.P. | Decreased | -19K | -$1.2B |
| STIFEL FINANCIAL CORP | Decreased | -27K | -$1.1B |
| OSAIC HOLDINGS, INC. | Decreased | -3K | -$686.3M |
| Steward Partners Investment Advisory, LLC | Decreased | -1K | -$635.0M |
| AMERIPRISE FINANCIAL INC | Decreased | -2K | -$617.6M |
| Integrated Wealth Concepts LLC | Decreased | -14K | -$544.8M |
| World Investment Advisors | Decreased | -3K | -$292.4M |
| U.S. Capital Wealth Advisors, LLC | Decreased | -77K | -$1.5M |
| BANK OF AMERICA CORP /DE/ | Decreased | -1K | -$-2.0B |
Top Institutional Holders(Q4 2025)
ETX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 42 | $20.6B | +17 |
| Q3 2025 | 25 | $27.3B | -6 |
| Q2 2025 | 31 | $29.5B | -4 |
| Q1 2025 | 35 | $35.7B | -2 |
| Q4 2024 | 37 | $2.0T | +8 |
| Q3 2024 | 29 | $2.9T | -6 |
| Q2 2024 | 35 | $2.1T | +2 |
| Q1 2024 | 33 | $2.0T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold ETX (EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST). The largest holder is Rockefeller Capital Management L.P. with $10.0B in shares. This quarter, 13 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own ETX?
As of Q4 2025, 50 institutional investors report holding ETX (EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST) in their 13F filings.
Who is the largest institutional holder of ETX?
The largest institutional holder of ETX is Rockefeller Capital Management L.P. with $10.0B in shares.
Is institutional ownership of ETX increasing or decreasing?
This quarter, 13 institutions opened new positions in ETX and 0 closed their positions.