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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

56 hedge funds and large institutions have $72.1M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $66M → $72.1M (+$6.12M)

6% more funds holding

Funds holding: 53 → 56 (+3)

0.13% less ownership

Funds ownership: 18.21% → 18.08% (-0.13%)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$950K
2
Morgan Stanley
Morgan Stanley
New York
+$865K
3
SFS
Shaker Financial Services
Virginia
+$858K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$476K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$358K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.31M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$448K
3
AAS
Avantax Advisory Services
Texas
-$332K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$268K
5
WAM
Wolverine Asset Management
Illinois
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$364K -$48.7K -3,434 -12%
JCM
27
Jacobi Capital Management
Pennsylvania
$364K +$1.43K +101 +0.4%
ISB
28
Iowa State Bank
Iowa
$315K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$309K +$11.8K +830 +4%
D
30
Diversified
Delaware
$306K +$318K +22,470 New
WAOTB
31
Wealth Advisors of Tampa Bay
Florida
$285K – – –
LPL Financial
32
LPL Financial
California
$268K +$40.7K +2,869 +19%
GL
33
Graypoint LLC
New York
$263K – – –
KWMG
34
King Wealth Management Group
Florida
$255K -$7.08K -500 -3%
EFS
35
Essex Financial Services
Connecticut
$255K +$98.6K +6,959 +70%
RG
36
Retirement Group
California
$251K – – –
RJT
37
Raymond James Trust
Florida
$224K – – –
IWC
38
Integrated Wealth Concepts
Massachusetts
$213K -$1.4K -99 -0.7%
SCA
39
Stonebridge Capital Advisors
Minnesota
$210K – – –
MWM
40
Meridian Wealth Management
Kentucky
$202K +$27.4K +1,932 +17%
Millennium Management
41
Millennium Management
New York
$185K +$174K +12,300 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$183K -$268K -18,926 -61%
SPC
43
Sigma Planning Corp
Michigan
$182K -$26.9K -1,895 -14%
FWM
44
Focused Wealth Management
New York
$110K +$104K +7,335 New
IF
45
Ironwood Financial
Arizona
$54K – – –
AWG
46
Altus Wealth Group
Colorado
$45K +$42.4K +2,995 New
ASN
47
Advisory Services Network
Georgia
$41K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$34K +$32.3K +2,276 New
PB
49
Pinnacle Bancorp
Nebraska
$25K – – –
NFG
50
Next Financial Group
Texas
$22K +$7.45K +526 +55%
1
2
3

ETB Hedge Fund Activity: Q4 2020 in Review

56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2020, worth a combined $72.1M — up 9.3% from $66M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETB positions and 7 closed out — a net gain of 4 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $950K. The largest seller was UBS Group, cutting an estimated $3.31M.

  • 56 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2020, up from 53 in Q3 2020.
  • Funds reported $72.1M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2020, up 9.3% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2020 and 7 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2020 was Wells Fargo, an estimated $950K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2020 was UBS Group, an estimated $3.31M sold.

Based on aggregated 13F filings for Q4 2020.