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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

89 hedge funds and large institutions have $104M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 8689 (+3)

1% less capital invested

Capital invested by funds: $105M → $104M (-$1.06M)

1.62% less ownership

Funds ownership: 27.65%26.03% (-1.6%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
33
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Claro Advisors
Massachusetts
$664K +$80.9K +6,080 +14%
SRC
27
Sage Rhino Capital
California
$662K -$35.9K -2,700 -5%
AA
28
AQR Arbitrage
Connecticut
$627K +$105K +7,879 +21%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$569K -$15K -1,127 -3%
GRP
30
Global Retirement Partners
California
$533K -$33.4K -2,513 -6%
CAN
31
Cetera Advisor Networks
California
$517K -$152K -11,403 -23%
ACM
32
Arlington Capital Management
Illinois
$509K -$2.18K -164 -0.4%
FSI
33
Flow State Investments
Illinois
$473K +$111K +8,323 +32%
Ameriprise
34
Ameriprise
Minnesota
$447K +$27.4K +2,057 +7%
AAS
35
Ameritas Advisory Services
Nebraska
$431K +$429K +32,284 New
TWP
36
Tyche Wealth Partners
Texas
$417K -$148K -11,139 -27%
DADC
37
D.A. Davidson & Co
Montana
$413K +$20K +1,500 +5%
TC
38
TownSquare Capital
Utah
$398K +$204K +15,345 +111%
MML Investors Services
39
MML Investors Services
Massachusetts
$332K +$43.5K +3,267 +16%
RCM
40
Robinson Capital Management
Michigan
$305K +$306K +23,016 New
AUIM
41
Aegon USA Investment Management
Iowa
$297K
Creative Planning
42
Creative Planning
Kansas
$265K +$7.74K +582 +3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$257K -$77.3K -5,815 -24%
KPWS
44
Kestra Private Wealth Services
Texas
$255K +$34.2K +2,574 +16%
FAG
45
Fortitude Advisory Group
Washington
$239K
EFS
46
Essex Financial Services
Connecticut
$229K +$1.12K +84 +0.5%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$220K +$53.2K +4,001 +33%
JCM
48
Jacobi Capital Management
Pennsylvania
$219K +$5.21K +392 +3%
MOS
49
MGO One Seven
Ohio
$209K +$204K +15,345 New
NA
50
NewEdge Advisors
Louisiana
$207K

ETB Hedge Fund Activity: Q1 2024 in Review

89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2024, worth a combined $104M — down 1% from $105M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETB positions and 7 closed out — a net gain of 3 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.84M. The largest seller was Morgan Stanley, cutting an estimated $20.5M.

  • 89 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $104M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2024, down 1% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2024 and 7 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $3.84M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2024.