We are live on ! Find out more
ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

62 hedge funds and large institutions have $95.2M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $85.7M → $95.2M (+$9.54M)

2% more funds holding

Funds holding: 61 → 62 (+1)

0.74% more ownership

Funds ownership: 19.45% → 20.19% (+0.74%)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.06M
2
Wells Fargo
Wells Fargo
California
+$891K
3
Osaic Holdings
Osaic Holdings
Arizona
+$773K
4
Invesco
Invesco
Georgia
+$730K
5
UBS Group
UBS Group
Switzerland
+$607K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.3M
2
OWA
Opal Wealth Advisors
New York
-$430K
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$396K
4
RJT
Raymond James Trust
Florida
-$240K
5
SWP
Stratos Wealth Partners
Ohio
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAOTB
26
Wealth Advisors of Tampa Bay
Florida
$411K +$199K +12,000 +100%
JCM
27
Jacobi Capital Management
Pennsylvania
$389K -$4.37K -263 -1%
LPL Financial
28
LPL Financial
California
$367K +$16.3K +980 +5%
HighTower Advisors
29
HighTower Advisors
Illinois
$365K +$355K +21,391 New
IA
30
IFG Advisory
Georgia
$358K +$347K +20,925 New
CA
31
CoreCap Advisors
Michigan
$316K +$306K +18,450 New
EFS
32
Essex Financial Services
Connecticut
$283K -$2.42K -146 -0.9%
KWMG
33
King Wealth Management Group
Florida
$281K +$299 +18 +0.1%
D
34
Diversified
Delaware
$270K -$113K -6,777 -30%
SCA
35
Stonebridge Capital Advisors
Minnesota
$240K – – –
FAG
36
Fortitude Advisory Group
Washington
$224K +$218K +13,103 New
MWM
37
Meridian Wealth Management
Kentucky
$219K -$34.9K -2,101 -14%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$216K +$17.4K +1,046 +9%
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$214K +$6.97K +420 +3%
SWP
40
Stratos Wealth Partners
Ohio
$210K -$207K -12,440 -50%
RG
41
Retirement Group
California
$204K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$203K -$5.01K -302 -2%
SPC
43
Sigma Planning Corp
Michigan
$183K +$7.29K +439 +4%
GL
44
Graypoint LLC
New York
$178K – – –
EVM
45
Eaton Vance Management
Massachusetts
$125K – – –
Jones Financial Companies
46
Jones Financial Companies
Missouri
$125K +$121K +7,277 New
AIP
47
Ahrens Investment Partners
Louisiana
$67K +$65.3K +3,935 New
AF
48
Allworth Financial
California
$51K – – –
APA
49
American Portfolios Advisors
New York
$47K +$19.9K +1,200 +78%
SPIA
50
Steward Partners Investment Advisory
New York
$40K +$266 +16 +0.7%
1
2
3

ETB Hedge Fund Activity: Q4 2021 in Review

62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2021, worth a combined $95.2M — up 11% from $85.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETB positions and 10 closed out — a net gain of 2 holders — while 29 added to existing stakes and 9 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.06M. The largest seller was Morgan Stanley, cutting an estimated $2.3M.

  • 62 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2021, up from 61 in Q3 2021.
  • Funds reported $95.2M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2021 and 10 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2021 was Advisors Asset Management, an estimated $1.06M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2021 was Morgan Stanley, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2021.