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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

53 hedge funds and large institutions have $66M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

20% more funds holding

Funds holding: 44 → 53 (+9)

2% more capital invested

Capital invested by funds: $65M → $66M (+$1.01M)

0.66% more ownership

Funds ownership: 17.55% → 18.21% (+0.66%)

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$620K
2
Morgan Stanley
Morgan Stanley
New York
+$367K
3
AAS
Avantax Advisory Services
Texas
+$341K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$334K
5
ISB
Iowa State Bank
Iowa
+$293K

Top Sellers

Rank Fund Capital Flow
1
RG
Retirement Group
California
-$691K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$242K
3
UBS Group
UBS Group
Switzerland
-$215K
4
PAG
Private Advisor Group
New Jersey
-$118K
5
CAN
Cetera Advisor Networks
California
-$57K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$326K +$334K +23,895 New
RICHC
27
Renaissance Investment Consultants Holding Company
Pennsylvania
$313K -$3.52K -252 -1%
ISB
28
Iowa State Bank
Iowa
$286K +$293K +20,981 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$270K +$140 +10 +0.1%
WAOTB
30
Wealth Advisors of Tampa Bay
Florida
$259K – – –
GL
31
Graypoint LLC
New York
$239K – – –
KWMG
32
King Wealth Management Group
Florida
$239K +$279 +20 +0.1%
RG
33
Retirement Group
California
$228K -$691K -49,464 -75%
LPL Financial
34
LPL Financial
California
$205K +$31K +2,221 +17%
RJT
35
Raymond James Trust
Florida
$204K – – –
WAM
36
Wolverine Asset Management
Illinois
$200K +$205K +14,675 New
IWC
37
Integrated Wealth Concepts
Massachusetts
$195K +$200K +14,331 New
SPC
38
Sigma Planning Corp
Michigan
$191K -$1.62K -116 -0.8%
SCA
39
Stonebridge Capital Advisors
Minnesota
$191K – – –
MWM
40
Meridian Wealth Management
Kentucky
$157K +$162K +11,576 New
KAS
41
Kestra Advisory Services
Texas
$146K +$149K +10,683 New
EFS
42
Essex Financial Services
Connecticut
$137K +$140K +10,011 New
IF
43
Ironwood Financial
Arizona
$49K – – –
ASN
44
Advisory Services Network
Georgia
$37K +$38.2K +2,734 New
GSWM
45
Golden State Wealth Management
California
$36K +$37.1K +2,659 New
PA
46
Parallel Advisors
California
$29K – – –
PB
47
Pinnacle Bancorp
Nebraska
$23K – – –
CAL
48
Capital Analysts LLC
Pennsylvania
$14K – – –
NFG
49
Next Financial Group
Texas
$13K +$13.3K +950 New
FFA
50
Founders Financial Alliance
North Carolina
$11K +$10.9K +783 New
1
2
3

ETB Hedge Fund Activity: Q3 2020 in Review

53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2020, worth a combined $66M — up 1.6% from $65M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETB positions and 4 closed out — a net gain of 9 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $620K. The largest seller was Retirement Group, cutting an estimated $691K.

  • 53 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2020, up from 44 in Q2 2020.
  • Funds reported $66M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2020, up 1.6% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2020 and 4 closed out, a net change of +9 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2020 was Guggenheim Capital, an estimated $620K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2020 was Retirement Group, an estimated $691K sold.

Based on aggregated 13F filings for Q3 2020.