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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

75 hedge funds and large institutions have $84.3M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $75.1M → $84.3M (+$9.17M)

1% more funds holding

Funds holding: 7475 (+1)

0.81% more ownership

Funds ownership: 19.86%20.66% (+0.81%)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$505K +$70K +5,350 +17%
AAS
27
Ameritas Advisory Services
Nebraska
$487K -$77.9K -5,953 -14%
Ameriprise
28
Ameriprise
Minnesota
$408K +$30.3K +2,313 +9%
DADC
29
D.A. Davidson & Co
Montana
$399K +$123K +9,417 +49%
HighTower Advisors
30
HighTower Advisors
Illinois
$379K -$1.49K -114 -0.4%
JCM
31
Jacobi Capital Management
Pennsylvania
$335K +$5.25K +401 +2%
MWM
32
Meridian Wealth Management
Kentucky
$315K -$5.05K -386 -2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$296K -$6.11K -467 -2%
CA
34
CoreCap Advisors
Michigan
$274K +$258K +19,750 New
MML Investors Services
35
MML Investors Services
Massachusetts
$265K +$27.7K +2,118 +12%
KTC
36
Kistler-Tiffany Companies
Pennsylvania
$244K +$144 +11 +0.1%
FAG
37
Fortitude Advisory Group
Washington
$243K +$10.4K +795 +5%
AUIM
38
Aegon USA Investment Management
Iowa
$233K
EFS
39
Essex Financial Services
Connecticut
$229K -$43.9K -3,359 -17%
WAOTB
40
Wealth Advisors of Tampa Bay
Florida
$215K -$15.8K -1,210 -7%
NA
41
NewEdge Advisors
Louisiana
$213K -$83.8K -6,405 -29%
KWMG
42
King Wealth Management Group
Florida
$207K -$6.24K -477 -3%
KAS
43
Kestra Advisory Services
Texas
$202K +$190K +14,518 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$197K +$3.66K +280 +2%
SCA
45
Stonebridge Capital Advisors
Minnesota
$194K
TC
46
TownSquare Capital
Utah
$192K +$180K +13,800 New
1CP
47
1607 Capital Partners
Virginia
$187K +$176K +13,451 New
Truist Financial
48
Truist Financial
North Carolina
$183K
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$175K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$166K -$7.35K -562 -4%

ETB Hedge Fund Activity: Q2 2023 in Review

75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2023, worth a combined $84.3M — up 12% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ETB positions and 6 closed out — a net gain of 3 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $1.9M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $946K.

  • 75 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $84.3M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2023, up 12% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2023 and 6 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2023 was Cornerstone Advisors, an estimated $1.9M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2023 was Cambridge Investment Research Advisors, an estimated $946K sold.

Based on aggregated 13F filings for Q2 2023.