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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

67 hedge funds and large institutions have $83.8M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

10% more funds holding

Funds holding: 61 → 67 (+6)

0.85% less ownership

Funds ownership: 19.88% → 19.04% (-0.85%)

12% less capital invested

Capital invested by funds: $94.7M → $83.8M (-$10.9M)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
+$678K
2
Wells Fargo
Wells Fargo
California
+$542K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$495K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$475K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$255K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.13M
2
GC
Guggenheim Capital
Illinois
-$1.81M
3
5L
55I LLC
Massachusetts
-$1.2M
4
SWP
Stratos Wealth Partners
Ohio
-$200K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$109K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$355K +$96.7K +6,275 +36%
JCM
27
Jacobi Capital Management
Pennsylvania
$354K +$6.75K +438 +2%
WAOTB
28
Wealth Advisors of Tampa Bay
Florida
$346K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$340K +$53.2K +3,451 +17%
IA
30
IFG Advisory
Georgia
$314K – – –
CA
31
CoreCap Advisors
Michigan
$289K -$6.55K -425 -2%
KTC
32
Kistler-Tiffany Companies
Pennsylvania
$263K +$154 +10 +0.1%
EFS
33
Essex Financial Services
Connecticut
$251K +$1.29K +84 +0.5%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$248K +$255K +16,533 New
KWMG
35
King Wealth Management Group
Florida
$243K +$324 +21 +0.1%
D
36
Diversified
Delaware
$239K +$1.42K +92 +0.6%
FAG
37
Fortitude Advisory Group
Washington
$230K +$15.3K +996 +7%
MWM
38
Meridian Wealth Management
Kentucky
$229K +$34.1K +2,211 +17%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$214K +$29.8K +1,931 +16%
SCA
40
Stonebridge Capital Advisors
Minnesota
$210K – – –
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$197K +$3.94K +256 +2%
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$189K +$308 +20 +0.2%
Truist Financial
43
Truist Financial
North Carolina
$185K – – –
RG
44
Retirement Group
California
$169K -$10.5K -683 -6%
WSCM
45
Wellington Shields Capital Management
New York
$165K +$170K +11,000 New
BPA
46
Beacon Pointe Advisors
California
$156K – – –
GL
47
Graypoint LLC
New York
$156K – – –
DADC
48
D.A. Davidson & Co
Montana
$155K +$159K +10,320 New
WSC
49
Wellington Shields & Co
New York
$48K +$49.3K +3,200 New
AF
50
Allworth Financial
California
$45K – – –
1
2
3

ETB Hedge Fund Activity: Q2 2022 in Review

67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2022, worth a combined $83.8M — down 12% from $94.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETB positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $678K. The largest seller was UBS Group, cutting an estimated $2.13M.

  • 67 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2022, up from 61 in Q1 2022.
  • Funds reported $83.8M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2022 and 4 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2022 was Cetera Advisor Networks, an estimated $678K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2022 was UBS Group, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2022.