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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

81 hedge funds and large institutions have $79.3M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

16% more funds holding

Funds holding: 70 → 81 (+11)

4% more capital invested

Capital invested by funds: $76M → $79.3M (+$3.26M)

0.89% more ownership

Funds ownership: 19.58% → 20.46% (+0.89%)

Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
27
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$3.04M
2
WAM
Wolverine Asset Management
Illinois
+$1.07M
3
EC
Elequin Capital
New York
+$504K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$389K
5
Invesco
Invesco
Georgia
+$284K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.78M
2
Wells Fargo
Wells Fargo
California
-$1.07M
3
Morgan Stanley
Morgan Stanley
New York
-$576K
4
BPA
Beacon Pointe Advisors
California
-$472K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
26
Elequin Capital
New York
$465K +$504K +35,364 New
IWM
27
IHT Wealth Management
Illinois
$396K -$18.7K -1,311 -4%
HighTower Advisors
28
HighTower Advisors
Illinois
$358K -$77.3K -5,424 -17%
MWM
29
Meridian Wealth Management
Kentucky
$313K +$34.4K +2,415 +11%
Ameriprise
30
Ameriprise
Minnesota
$311K +$5.17K +363 +2%
JCM
31
Jacobi Capital Management
Pennsylvania
$310K +$5.4K +379 +2%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$288K -$2.39K -168 -0.8%
CA
33
CoreCap Advisors
Michigan
$260K +$7.48K +525 +3%
EFS
34
Essex Financial Services
Connecticut
$259K +$42.7K +2,994 +18%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$239K +$259K +18,205 New
KTC
36
Kistler-Tiffany Companies
Pennsylvania
$231K +$142 +10 +0.1%
AUIM
37
Aegon USA Investment Management
Iowa
$220K +$239K +16,756 New
FAG
38
Fortitude Advisory Group
Washington
$214K +$5.03K +353 +2%
KWMG
39
King Wealth Management Group
Florida
$213K +$427 +30 +0.2%
MML Investors Services
40
MML Investors Services
Massachusetts
$212K – – –
D
41
Diversified
Delaware
$204K -$7.1K -498 -3%
AGM
42
Alpine Global Management
New York
$191K +$207K +14,506 New
WSCM
43
Wellington Shields Capital Management
New York
$191K – – –
SCA
44
Stonebridge Capital Advisors
Minnesota
$184K – – –
VF
45
Virtu Financial
New York
$183K +$198K +13,887 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$179K +$3.72K +261 +2%
Truist Financial
47
Truist Financial
North Carolina
$173K – – –
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$166K +$356 +25 +0.2%
LCM
49
Landscape Capital Management
New Jersey
$152K +$164K +11,532 New
WAOTB
50
Wealth Advisors of Tampa Bay
Florida
$151K – – –
1
2
3 4

ETB Hedge Fund Activity: Q4 2022 in Review

81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2022, worth a combined $79.3M — up 4.3% from $76M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETB positions and 5 closed out — a net gain of 12 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.04M. The largest seller was Guggenheim Capital, cutting an estimated $1.78M.

  • 81 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $79.3M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2022, up 4.3% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2022 and 5 closed out, a net change of +12 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2022 was Osaic Holdings, an estimated $3.04M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2022 was Guggenheim Capital, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2022.