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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

90 hedge funds and large institutions have $94.5M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

5% more funds holding

Funds holding: 86 → 90 (+4)

0% less capital invested

Capital invested by funds: $94.8M → $94.5M (-$292K)

0.92% less ownership

Funds ownership: 22.37% → 21.45% (-0.92%)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
30
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.55M
2
GC
Guggenheim Capital
Illinois
+$558K
3
Morgan Stanley
Morgan Stanley
New York
+$256K
4
HF
HRT Financial
New York
+$245K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$170K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$3.92M
2
SFS
Shaker Financial Services
Virginia
-$1.57M
3
Wells Fargo
Wells Fargo
California
-$694K
4
IWP
Innova Wealth Partners
Pennsylvania
-$592K
5
IWM
IHT Wealth Management
Illinois
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$620K +$69.3K +4,703 +13%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$569K -$24.8K -1,685 -4%
AAS
28
Ameritas Advisory Services
Nebraska
$494K – – –
DADC
29
D.A. Davidson & Co
Montana
$487K +$69.3K +4,700 +17%
SRC
30
Sage Rhino Capital
California
$465K – – –
TWP
31
Tyche Wealth Partners
Texas
$435K -$1.1K -75 -0.3%
MML Investors Services
32
MML Investors Services
Massachusetts
$389K +$7.12K +483 +2%
TC
33
TownSquare Capital
Utah
$369K – – –
RCM
34
Robinson Capital Management
Michigan
$345K – – –
FPAS
35
Focus Partners Advisor Solutions
Missouri
$305K +$133 +9 +0%
KPWS
36
Kestra Private Wealth Services
Texas
$290K +$5.85K +397 +2%
FAG
37
Fortitude Advisory Group
Washington
$289K +$15.1K +1,027 +6%
MOS
38
MGO One Seven
Ohio
$279K +$9.64K +654 +4%
Creative Planning
39
Creative Planning
Kansas
$272K +$177 +12 +0.1%
EFS
40
Essex Financial Services
Connecticut
$256K +$1.37K +93 +0.5%
HF
41
HRT Financial
New York
$249K +$245K +16,611 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$242K -$8.72K -592 -4%
ATS
43
Ashton Thomas Securities
New York
$239K – – –
Comerica Bank
44
Comerica Bank
Texas
$238K – – –
JCM
45
Jacobi Capital Management
Pennsylvania
$237K +$3.73K +253 +2%
NA
46
NewEdge Advisors
Louisiana
$228K – – –
KWMG
47
King Wealth Management Group
Florida
$224K +$11.7K +792 +6%
CA
48
Claro Advisors
Massachusetts
$222K -$421K -28,576 -66%
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$217K +$309 +21 +0.1%
HighTower Advisors
50
HighTower Advisors
Illinois
$213K – – –
1
2
3 4

ETB Hedge Fund Activity: Q4 2024 in Review

90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2024, worth a combined $94.5M — down 0.31% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETB positions and 5 closed out — a net gain of 6 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.55M. The largest seller was 1607 Capital Partners, cutting an estimated $3.92M.

  • 90 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2024, up from 86 in Q3 2024.
  • Funds reported $94.5M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2024, down 0.31% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2024 and 5 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2024 was Commonwealth Equity Services, an estimated $1.55M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2024 was 1607 Capital Partners, an estimated $3.92M sold.

Based on aggregated 13F filings for Q4 2024.