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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

80 hedge funds and large institutions have $77.9M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

7% more funds holding

Funds holding: 75 → 80 (+5)

0.35% more ownership

Funds ownership: 20.66% → 21.02% (+0.35%)

8% less capital invested

Capital invested by funds: $84.3M → $77.9M (-$6.44M)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$3.39M
2
CA
Cornerstone Advisors
North Carolina
+$2.31M
3
SFS
Shaker Financial Services
Virginia
+$1.42M
4
WAM
Wolverine Asset Management
Illinois
+$1M
5
Invesco
Invesco
Georgia
+$610K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.89M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.43M
3
Wells Fargo
Wells Fargo
California
-$480K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$407K
5
AAM
Advisors Asset Management
Colorado
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
26
Global Retirement Partners
California
$516K -$64.8K -4,826 -10%
BPA
27
Beacon Pointe Advisors
California
$485K -$105K -7,811 -17%
LCM
28
Landscape Capital Management
New Jersey
$471K -$87.9K -6,549 -15%
Ameriprise
29
Ameriprise
Minnesota
$449K +$83.9K +6,255 +21%
DADC
30
D.A. Davidson & Co
Montana
$362K – – –
WAOTB
31
Wealth Advisors of Tampa Bay
Florida
$352K +$167K +12,466 +81%
HighTower Advisors
32
HighTower Advisors
Illinois
$341K -$4.87K -363 -1%
JCM
33
Jacobi Capital Management
Pennsylvania
$296K -$8.94K -666 -3%
MWM
34
Meridian Wealth Management
Kentucky
$290K +$4.55K +339 +1%
EC
35
Elequin Capital
New York
$283K +$301K +22,421 New
MML Investors Services
36
MML Investors Services
Massachusetts
$265K +$25.7K +1,916 +10%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$247K -$23K -1,715 -8%
Creative Planning
38
Creative Planning
Kansas
$222K +$236K +17,575 New
FAG
39
Fortitude Advisory Group
Washington
$221K +$295 +22 +0.1%
AUIM
40
Aegon USA Investment Management
Iowa
$211K – – –
EFS
41
Essex Financial Services
Connecticut
$209K +$1.1K +82 +0.5%
NA
42
NewEdge Advisors
Louisiana
$192K -$1.25K -93 -0.6%
KWMG
43
King Wealth Management Group
Florida
$188K +$309 +23 +0.2%
KAS
44
Kestra Advisory Services
Texas
$185K +$2.24K +167 +1%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$183K +$3.99K +297 +2%
FPAS
46
Focus Partners Advisor Solutions
Missouri
$180K +$191K +14,264 New
KPWS
47
Kestra Private Wealth Services
Texas
$180K +$191K +14,251 New
SCA
48
Stonebridge Capital Advisors
Minnesota
$177K – – –
TC
49
TownSquare Capital
Utah
$174K – – –
Comerica Bank
50
Comerica Bank
Texas
$167K +$178K +13,234 New
1
2
3 4

ETB Hedge Fund Activity: Q3 2023 in Review

80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2023, worth a combined $77.9M — down 7.6% from $84.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETB positions and 2 closed out — a net gain of 8 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $3.39M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.89M.

  • 80 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2023, up from 75 in Q2 2023.
  • Funds reported $77.9M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2023 and 2 closed out, a net change of +8 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2023 was 1607 Capital Partners, an estimated $3.39M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $3.89M sold.

Based on aggregated 13F filings for Q3 2023.