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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

61 hedge funds and large institutions have $94.7M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0.31% less ownership

Funds ownership: 20.19% → 19.88% (-0.31%)

0% less capital invested

Capital invested by funds: $95.2M → $94.7M (-$475K)

2% less funds holding

Funds holding: 62 → 61 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$907K
2
Morgan Stanley
Morgan Stanley
New York
+$805K
3
UBS Group
UBS Group
Switzerland
+$505K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$438K
5
GRP
Global Retirement Partners
California
+$410K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.46M
2
Invesco
Invesco
Georgia
-$629K
3
Ameriprise
Ameriprise
Minnesota
-$466K
4
KTC
Kistler-Tiffany Companies
Pennsylvania
-$224K
5
SPC
Sigma Planning Corp
Michigan
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
26
Global Retirement Partners
California
$360K +$410K +24,761 New
IA
27
IFG Advisory
Georgia
$353K – – –
HighTower Advisors
28
HighTower Advisors
Illinois
$351K -$10.1K -609 -3%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$338K -$93K -5,619 -22%
CA
30
CoreCap Advisors
Michigan
$332K +$19.9K +1,200 +7%
KTC
31
Kistler-Tiffany Companies
Pennsylvania
$296K -$224K -13,521 -44%
Ameriprise
32
Ameriprise
Minnesota
$293K -$466K -28,144 -62%
EFS
33
Essex Financial Services
Connecticut
$281K +$1.31K +79 +0.5%
KWMG
34
King Wealth Management Group
Florida
$272K -$4.64K -280 -2%
D
35
Diversified
Delaware
$268K +$1.41K +85 +0.5%
FAG
36
Fortitude Advisory Group
Washington
$242K +$19.7K +1,188 +9%
SCA
37
Stonebridge Capital Advisors
Minnesota
$237K – – –
MWM
38
Meridian Wealth Management
Kentucky
$220K +$3.79K +229 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$217K +$3.94K +238 +2%
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$212K +$745 +45 +0.4%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$208K +$7.14K +431 +4%
Truist Financial
42
Truist Financial
North Carolina
$208K +$204K +12,310 New
RG
43
Retirement Group
California
$202K – – –
SWP
44
Stratos Wealth Partners
Ohio
$200K -$6.62K -400 -3%
BPA
45
Beacon Pointe Advisors
California
$176K +$172K +10,400 New
GL
46
Graypoint LLC
New York
$175K – – –
AF
47
Allworth Financial
California
$51K – – –
APA
48
American Portfolios Advisors
New York
$46.4K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$40K +$281 +17 +0.7%
WAM
50
Worth Asset Management
Texas
$40K +$45.5K +2,750 New
1
2
3

ETB Hedge Fund Activity: Q1 2022 in Review

61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2022, worth a combined $94.7M — down 0.5% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ETB positions and 6 closed out — a net gain of 1 holder — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $907K. The largest seller was Guggenheim Capital, cutting an estimated $1.46M.

  • 61 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2022, down from 62 in Q4 2021.
  • Funds reported $94.7M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2022, down 0.5% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2022 and 6 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2022 was Osaic Holdings, an estimated $907K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2022 was Guggenheim Capital, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2022.