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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

86 hedge funds and large institutions have $94.8M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

0.89% less ownership

Funds ownership: 23.26%22.37% (-0.89%)

2% less capital invested

Capital invested by funds: $96.5M → $94.8M (-$1.66M)

3% less funds holding

Funds holding: 8986 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
33
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QP
26
Quartz Partners
New York
$587K +$573K +40,694 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$571K -$11.1K -785 -2%
Ameriprise
28
Ameriprise
Minnesota
$529K -$7.55K -536 -1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$489K +$4.47K +317 +0.9%
AAS
30
Ameritas Advisory Services
Nebraska
$475K
SRC
31
Sage Rhino Capital
California
$447K -$91.6K -6,500 -17%
TWP
32
Tyche Wealth Partners
Texas
$419K -$20.8K -1,477 -5%
DADC
33
D.A. Davidson & Co
Montana
$400K
MML Investors Services
34
MML Investors Services
Massachusetts
$367K +$12.3K +873 +4%
TC
35
TownSquare Capital
Utah
$355K
RCM
36
Robinson Capital Management
Michigan
$329K
AUIM
37
Aegon USA Investment Management
Iowa
$314K
FPAS
38
Focus Partners Advisor Solutions
Missouri
$293K +$286K +20,324 New
KPWS
39
Kestra Private Wealth Services
Texas
$273K -$803 -57 -0.3%
FAG
40
Fortitude Advisory Group
Washington
$263K
Creative Planning
41
Creative Planning
Kansas
$262K -$6.13K -435 -2%
MOS
42
MGO One Seven
Ohio
$259K
EFS
43
Essex Financial Services
Connecticut
$247K +$888 +63 +0.4%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$242K -$507 -36 -0.2%
ATS
45
Ashton Thomas Securities
New York
$230K
Comerica Bank
46
Comerica Bank
Texas
$229K -$40.9K -2,900 -15%
JCM
47
Jacobi Capital Management
Pennsylvania
$225K +$3.65K +259 +2%
NA
48
NewEdge Advisors
Louisiana
$219K
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$209K +$197 +14 +0.1%
KWMG
50
King Wealth Management Group
Florida
$204K -$10.4K -739 -5%

ETB Hedge Fund Activity: Q3 2024 in Review

86 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2024, worth a combined $94.8M — down 1.7% from $96.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ETB and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 33 added.

The largest buyer was Shaker Financial Services, adding an estimated $905K. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $6.56M sold.

  • 86 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2024, down from 89 in Q2 2024.
  • Funds reported $94.8M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2024, down 1.7% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2024 and 8 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2024 was Shaker Financial Services, an estimated $905K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $6.56M sold.

Based on aggregated 13F filings for Q3 2024.