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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

70 hedge funds and large institutions have $76M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

4% more funds holding

Funds holding: 6770 (+3)

0.54% more ownership

Funds ownership: 19.04%19.58% (+0.54%)

9% less capital invested

Capital invested by funds: $83.8M → $76M (-$7.78M)

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
27
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
26
Jacobi Capital Management
Pennsylvania
$306K -$6.01K -379 -2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$292K -$21.3K -1,345 -6%
MWM
28
Meridian Wealth Management
Kentucky
$283K +$98.1K +6,184 +41%
IA
29
IFG Advisory
Georgia
$276K
CA
30
CoreCap Advisors
Michigan
$254K
KTC
31
Kistler-Tiffany Companies
Pennsylvania
$232K +$143 +9 +0.1%
EFS
32
Essex Financial Services
Connecticut
$222K +$1.35K +85 +0.5%
KWMG
33
King Wealth Management Group
Florida
$213K +$206 +13 +0.1%
MML Investors Services
34
MML Investors Services
Massachusetts
$213K +$256K +16,159 New
D
35
Diversified
Delaware
$212K +$1.52K +96 +0.6%
FAG
36
Fortitude Advisory Group
Washington
$210K +$9.93K +626 +4%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$196K +$9.77K +616 +4%
WSCM
38
Wellington Shields Capital Management
New York
$192K +$55.5K +3,500 +32%
SCA
39
Stonebridge Capital Advisors
Minnesota
$185K
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$177K +$4.17K +263 +2%
Truist Financial
41
Truist Financial
North Carolina
$174K +$13.5K +850 +7%
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$166K +$238 +15 +0.1%
NA
43
NewEdge Advisors
Louisiana
$157K +$189K +11,906 New
WAOTB
44
Wealth Advisors of Tampa Bay
Florida
$152K -$182K -11,500 -50%
SWP
45
Stratos Wealth Partners
Ohio
$142K +$171K +10,772 New
VHAM
46
Van Hulzen Asset Management
California
$140K -$228K -14,370 -58%
GL
47
Graypoint LLC
New York
$137K
DADC
48
D.A. Davidson & Co
Montana
$136K
NFG
49
Nations Financial Group
Iowa
$136K +$163K +10,300 New
RG
50
Retirement Group
California
$53K -$115K -7,246 -64%

ETB Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2022, worth a combined $76M — down 9.3% from $83.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ETB positions and 2 closed out — a net gain of 3 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $1.59M. The largest seller was Guggenheim Capital, cutting an estimated $1.17M.

  • 70 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2022, up from 67 in Q2 2022.
  • Funds reported $76M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2022, down 9.3% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2022 and 2 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2022 was Bank of America, an estimated $1.59M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2022 was Guggenheim Capital, an estimated $1.17M sold.

Based on aggregated 13F filings for Q3 2022.