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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

61 hedge funds and large institutions have $85.7M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

3% more funds holding

Funds holding: 59 → 61 (+2)

0.2% more ownership

Funds ownership: 19.25% → 19.45% (+0.2%)

4% less capital invested

Capital invested by funds: $88.9M → $85.7M (-$3.26M)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$975K
2
Morgan Stanley
Morgan Stanley
New York
+$565K
3
AAM
Advisors Asset Management
Colorado
+$508K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$501K
5
OWA
Opal Wealth Advisors
New York
+$444K

Top Sellers

Rank Fund Capital Flow
1
FI
Financial Insights
Washington
-$665K
2
Wells Fargo
Wells Fargo
California
-$634K
3
Citigroup
Citigroup
New York
-$571K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$561K
5
Bank of America
Bank of America
North Carolina
-$401K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$395K -$39.3K -2,380 -9%
JCM
27
Jacobi Capital Management
Pennsylvania
$368K +$6.59K +399 +2%
D
28
Diversified
Delaware
$361K -$14.7K -890 -4%
LPL Financial
29
LPL Financial
California
$328K -$16.1K -976 -5%
AIC
30
Ameritas Investment Company
Nebraska
$310K +$179K +10,849 +127%
EFS
31
Essex Financial Services
Connecticut
$267K +$2.23K +135 +0.8%
KWMG
32
King Wealth Management Group
Florida
$262K -$7.94K -481 -3%
Ameriprise
33
Ameriprise
Minnesota
$242K -$15.9K -964 -7%
RJT
34
Raymond James Trust
Florida
$240K – – –
MWM
35
Meridian Wealth Management
Kentucky
$238K -$4.19K -254 -2%
SCA
36
Stonebridge Capital Advisors
Minnesota
$224K -$231K -14,000 -50%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$195K -$16K -967 -7%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$193K +$199K +12,075 New
WAOTB
39
Wealth Advisors of Tampa Bay
Florida
$192K -$25.9K -1,570 -12%
RG
40
Retirement Group
California
$191K – – –
IAIM
41
International Assets Investment Management
Florida
$191K +$197K +11,950 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$185K +$3.72K +225 +2%
DWM
43
Destination Wealth Management
California
$170K +$175K +10,600 New
GL
44
Graypoint LLC
New York
$166K – – –
SPC
45
Sigma Planning Corp
Michigan
$164K -$7.07K -428 -4%
IF
46
Ironwood Financial
Arizona
$58K – – –
AF
47
Allworth Financial
California
$48K – – –
BWA
48
BDO Wealth Advisors
Florida
$37K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$37K +$264 +16 +0.7%
US Bancorp
50
US Bancorp
Minnesota
$35K – – –
1
2
3

ETB Hedge Fund Activity: Q3 2021 in Review

61 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2021, worth a combined $85.7M — down 3.7% from $88.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ETB positions and 5 closed out — a net gain of 2 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $975K. The largest seller was Financial Insights, exiting entirely with an estimated $665K sold.

  • 61 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2021, up from 59 in Q2 2021.
  • Funds reported $85.7M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2021, down 3.7% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2021 and 5 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2021 was Osaic Holdings, an estimated $975K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2021 was Financial Insights, an estimated $665K sold.

Based on aggregated 13F filings for Q3 2021.