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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

59 hedge funds and large institutions have $88.9M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $75.2M → $88.9M (+$13.7M)

9% more funds holding

Funds holding: 54 → 59 (+5)

1.3% more ownership

Funds ownership: 17.95% → 19.25% (+1.3%)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.94M
2
Morgan Stanley
Morgan Stanley
New York
+$1.1M
3
Invesco
Invesco
Georgia
+$1.01M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$818K
5
VHAM
Van Hulzen Asset Management
California
+$505K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$344K
2
ISB
Iowa State Bank
Iowa
-$330K
3
SFS
Shaker Financial Services
Virginia
-$261K
4
GL
Graypoint LLC
New York
-$117K
5
RG
Retirement Group
California
-$78.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$433K +$71.5K +4,392 +21%
D
27
Diversified
Delaware
$393K +$4.85K +298 +1%
JCM
28
Jacobi Capital Management
Pennsylvania
$379K -$1.71K -105 -0.5%
LPL Financial
29
LPL Financial
California
$360K +$56.3K +3,460 +19%
5L
30
55I LLC
Massachusetts
$348K +$337K +20,734 New
AIC
31
Ameritas Investment Company
Nebraska
$302K -$16.7K -1,028 -11%
KWMG
32
King Wealth Management Group
Florida
$283K +$293 +18 +0.1%
EFS
33
Essex Financial Services
Connecticut
$260K – – –
MWM
34
Meridian Wealth Management
Kentucky
$254K +$1.32K +81 +0.5%
RJT
35
Raymond James Trust
Florida
$251K – – –
Ameriprise
36
Ameriprise
Minnesota
$246K -$1.16K -71 -0.5%
WAOTB
37
Wealth Advisors of Tampa Bay
Florida
$228K – – –
IWC
38
Integrated Wealth Concepts
Massachusetts
$228K +$98 +6 +0%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$220K +$10.9K +669 +5%
RG
40
Retirement Group
California
$200K -$78.2K -4,802 -29%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$190K +$185K +11,349 New
SPC
42
Sigma Planning Corp
Michigan
$180K +$174K +10,700 New
GL
43
Graypoint LLC
New York
$174K -$117K -7,175 -41%
EVM
44
Eaton Vance Management
Massachusetts
$89K -$32.6K -2,000 -27%
IF
45
Ironwood Financial
Arizona
$60K – – –
AF
46
Allworth Financial
California
$50K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$39K -$41.8K -2,568 -53%
BWA
48
BDO Wealth Advisors
Florida
$39K – – –
ASN
49
Advisory Services Network
Georgia
$38K +$37.2K +2,284 New
US Bancorp
50
US Bancorp
Minnesota
$37K – – –
1
2
3

ETB Hedge Fund Activity: Q2 2021 in Review

59 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2021, worth a combined $88.9M — up 18% from $75.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ETB positions and 4 closed out — a net gain of 5 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.94M. The largest seller was Wells Fargo, cutting an estimated $344K.

  • 59 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2021, up from 54 in Q1 2021.
  • Funds reported $88.9M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2021, up 18% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2021 and 4 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2021 was Guggenheim Capital, an estimated $2.94M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2021 was Wells Fargo, an estimated $344K sold.

Based on aggregated 13F filings for Q2 2021.