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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

54 hedge funds and large institutions have $75.2M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

4% more capital invested

Capital invested by funds: $72.1M → $75.2M (+$3.06M)

0.14% less ownership

Funds ownership: 18.08% → 17.95% (-0.14%)

4% less funds holding

Funds holding: 56 → 54 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.88M
2
GC
Guggenheim Capital
Illinois
+$1.55M
3
Osaic Holdings
Osaic Holdings
Arizona
+$236K
4
AIC
Ameritas Investment Company
Nebraska
+$144K
5
EVM
Eaton Vance Management
Massachusetts
+$110K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.99M
2
SFS
Shaker Financial Services
Virginia
-$662K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$501K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$379K
5
Bank of America
Bank of America
North Carolina
-$239K
Name Holding Trade Value Shares
Change 		Change in
Stake
ISB
26
Iowa State Bank
Iowa
$330K – – –
LPL Financial
27
LPL Financial
California
$283K +$1.61K +107 +0.6%
GL
28
Graypoint LLC
New York
$276K – – –
KWMG
29
King Wealth Management Group
Florida
$265K -$2.73K -181 -1%
RG
30
Retirement Group
California
$264K – – –
SFS
31
Shaker Financial Services
Virginia
$261K -$662K -43,981 -73%
EFS
32
Essex Financial Services
Connecticut
$260K -$6.53K -434 -3%
MWM
33
Meridian Wealth Management
Kentucky
$237K +$23.2K +1,544 +11%
RJT
34
Raymond James Trust
Florida
$236K – – –
Ameriprise
35
Ameriprise
Minnesota
$232K -$1.99M -132,097 -90%
SCA
36
Stonebridge Capital Advisors
Minnesota
$220K – – –
WAOTB
37
Wealth Advisors of Tampa Bay
Florida
$214K -$81.8K -5,430 -29%
IWC
38
Integrated Wealth Concepts
Massachusetts
$214K -$9.86K -655 -5%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$196K +$3.78K +251 +2%
AIC
40
Ameritas Investment Company
Nebraska
$151K +$144K +9,570 New
EVM
41
Eaton Vance Management
Massachusetts
$115K +$110K +7,325 New
SPIA
42
Steward Partners Investment Advisory
New York
$76.7K +$39.1K +2,600 +114%
IF
43
Ironwood Financial
Arizona
$57K – – –
AF
44
Allworth Financial
California
$47K +$45.2K +3,000 New
BWA
45
BDO Wealth Advisors
Florida
$36K +$34.6K +2,300 New
US Bancorp
46
US Bancorp
Minnesota
$35K +$33K +2,195 New
PB
47
Pinnacle Bancorp
Nebraska
$26K – – –
NFG
48
Next Financial Group
Texas
$22K -$1.58K -105 -7%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$16K +$15.5K +1,028 New
IAIM
50
International Assets Investment Management
Florida
$8K – – –
1
2
3

ETB Hedge Fund Activity: Q1 2021 in Review

54 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2021, worth a combined $75.2M — up 4.2% from $72.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ETB and 7 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $1.88M. The largest seller was Ameriprise, cutting an estimated $1.99M.

  • 54 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2021, down from 56 in Q4 2020.
  • Funds reported $75.2M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2021, up 4.2% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2021 and 9 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2021 was Morgan Stanley, an estimated $1.88M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2021 was Ameriprise, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2021.