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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

89 hedge funds and large institutions have $96.5M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

0% more funds holding

Funds holding: 8989 (0)

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

2.77% less ownership

Funds ownership: 26.03%23.26% (-2.8%)

8% less capital invested

Capital invested by funds: $104M → $96.5M (-$7.89M)

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
27
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
26
Sage Rhino Capital
California
$530K -$150K -11,000 -23%
Ameriprise
27
Ameriprise
Minnesota
$525K +$60.4K +4,432 +14%
LCM
28
Landscape Capital Management
New Jersey
$523K -$579K -42,452 -53%
ACM
29
Arlington Capital Management
Illinois
$507K -$19.7K -1,446 -4%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$474K +$202K +14,801 +79%
AAS
31
Ameritas Advisory Services
Nebraska
$465K +$8.73K +640 +2%
TWP
32
Tyche Wealth Partners
Texas
$431K +$232 +17 +0.1%
MWM
33
Meridian Wealth Management
Kentucky
$425K +$410K +30,068 New
DADC
34
D.A. Davidson & Co
Montana
$392K -$34.1K -2,500 -8%
TC
35
TownSquare Capital
Utah
$348K -$61.7K -4,525 -16%
MML Investors Services
36
MML Investors Services
Massachusetts
$347K +$3.78K +277 +1%
RCM
37
Robinson Capital Management
Michigan
$325K
AUIM
38
Aegon USA Investment Management
Iowa
$307K
KPWS
39
Kestra Private Wealth Services
Texas
$268K +$4.23K +310 +2%
Comerica Bank
40
Comerica Bank
Texas
$265K +$94.1K +6,900 +58%
Creative Planning
41
Creative Planning
Kansas
$262K -$11.7K -860 -4%
FAG
42
Fortitude Advisory Group
Washington
$257K +$9.81K +719 +4%
MOS
43
MGO One Seven
Ohio
$254K +$35.9K +2,630 +17%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$237K +$8.84K +648 +4%
EFS
45
Essex Financial Services
Connecticut
$230K +$1.75K +128 +0.8%
ATS
46
Ashton Thomas Securities
New York
$227K +$218K +15,960 New
JCM
47
Jacobi Capital Management
Pennsylvania
$216K -$9.93K -728 -5%
NA
48
NewEdge Advisors
Louisiana
$214K
KWMG
49
King Wealth Management Group
Florida
$210K +$382 +28 +0.2%
SBIA
50
Sheaff Brock Investment Advisors
Indiana
$204K +$327 +24 +0.2%

ETB Hedge Fund Activity: Q2 2024 in Review

89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2024, worth a combined $96.5M — down 7.6% from $104M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ETB positions and 4 closed out — a net gain of 3 holders — while 27 added to existing stakes and 29 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $736K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.21M sold.

  • 89 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $96.5M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2024, down 7.6% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2024 and 4 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2024 was Guggenheim Capital, an estimated $736K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2024 was Wolverine Asset Management, an estimated $2.21M sold.

Based on aggregated 13F filings for Q2 2024.