We are live on ! Find out more
ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

74 hedge funds and large institutions have $75.1M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0.61% less ownership

Funds ownership: 20.46% → 19.86% (-0.61%)

5% less capital invested

Capital invested by funds: $79.3M → $75.1M (-$4.14M)

9% less funds holding

Funds holding: 81 → 74 (-7)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
74
Holders Change
-7
Holders Change %
-8.64%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.75M
2
WAM
Wolverine Asset Management
Illinois
+$757K
3
LCM
Landscape Capital Management
New Jersey
+$358K
4
LPL Financial
LPL Financial
California
+$325K
5
PA
Parallel Advisors
California
+$121K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2.22M
2
JWWM
Johnson & White Wealth Management
Pennsylvania
-$619K
3
Wells Fargo
Wells Fargo
California
-$500K
4
Invesco
Invesco
Georgia
-$370K
5
Morgan Stanley
Morgan Stanley
New York
-$317K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$356K +$1.76K +132 +0.5%
Ameriprise
27
Ameriprise
Minnesota
$353K +$45.7K +3,437 +15%
EC
28
Elequin Capital
New York
$317K -$147K -11,078 -31%
JCM
29
Jacobi Capital Management
Pennsylvania
$309K +$2.06K +155 +0.7%
MWM
30
Meridian Wealth Management
Kentucky
$301K -$10.2K -769 -3%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$284K -$2.22K -167 -0.8%
NA
32
NewEdge Advisors
Louisiana
$284K -$14.1K -1,061 -5%
EFS
33
Essex Financial Services
Connecticut
$259K +$1.18K +89 +0.5%
DADC
34
D.A. Davidson & Co
Montana
$252K +$120K +9,000 +87%
KTC
35
Kistler-Tiffany Companies
Pennsylvania
$229K +$133 +10 +0.1%
MML Investors Services
36
MML Investors Services
Massachusetts
$222K +$11.1K +831 +5%
AUIM
37
Aegon USA Investment Management
Iowa
$219K – – –
WAOTB
38
Wealth Advisors of Tampa Bay
Florida
$218K +$68.8K +5,176 +45%
FAG
39
Fortitude Advisory Group
Washington
$218K +$5.37K +404 +2%
KWMG
40
King Wealth Management Group
Florida
$201K -$10.8K -812 -5%
WSCM
41
Wellington Shields Capital Management
New York
$189K – – –
SCA
42
Stonebridge Capital Advisors
Minnesota
$183K – – –
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$182K +$3.62K +272 +2%
Truist Financial
44
Truist Financial
North Carolina
$172K – – –
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$165K +$133 +10 +0.1%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$163K +$17K +1,280 +11%
D
47
Diversified
Delaware
$143K -$61.1K -4,597 -30%
NFG
48
Nations Financial Group
Iowa
$138K – – –
GL
49
Graypoint LLC
New York
$135K – – –
PA
50
Parallel Advisors
California
$118K +$121K +9,076 New
1
2
3 4

ETB Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2023, worth a combined $75.1M — down 5.2% from $79.3M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETB and 7 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.75M. The largest seller was Guggenheim Capital, cutting an estimated $2.22M.

  • 74 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2023, down from 81 in Q4 2022.
  • Funds reported $75.1M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2023, down 5.2% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2023 and 12 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2023 was Shaker Financial Services, an estimated $1.75M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2023 was Guggenheim Capital, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2023.