Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
54 hedge funds and large institutions have $75.2M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 9 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
4% more capital invested
Capital invested by funds: $72.1M → $75.2M (+$3.06M)
0.14% less ownership
Funds ownership: 18.08% → 17.95% (-0.14%)
4% less funds holding
Funds holding: 56 → 54 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.88M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.55M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$236K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$144K |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.99M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$662K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$501K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$379K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $7.87K | – | – | – |
|
|
SWM
52
Spire Wealth Management
Mclean,
Virginia
| $5K | +$4.97K | +330 | New |
|
|
AWA
53
Arkadios Wealth Advisors
Atlanta,
Georgia
| $2K | -$512 | -34 | -20% |
|
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$501K | -33,587 | Closed |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$379K | -25,261 | Closed |
|
56
Millennium Management
New York
| – | -$185K | -12,300 | Closed |
|
|
SPC
57
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$182K | -12,131 | Closed |
|
|
FWM
58
Focused Wealth Management
Newburgh,
New York
| – | -$110K | -7,335 | Closed |
|
|
AWG
59
Altus Wealth Group
Colorado Springs,
Colorado
| – | -$45K | -2,995 | Closed |
|
|
ASN
60
Advisory Services Network
Atlanta,
Georgia
| – | -$41K | -2,734 | Closed |
|
|
CAL
61
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$15K | -1,000 | Closed |
|
ETB Hedge Fund Activity: Q1 2021 in Review
54 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2021, worth a combined $75.2M — up 4.2% from $72.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of ETB and 7 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 19 added.
The largest buyer was Morgan Stanley, adding an estimated $1.88M. The largest seller was Ameriprise, cutting an estimated $1.99M.
- 54 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2021, down from 56 in Q4 2020.
- Funds reported $75.2M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2021, up 4.2% quarter-over-quarter.
- 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2021 and 9 closed out, a net change of -2 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2021 was Morgan Stanley, an estimated $1.88M added.
- The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2021 was Ameriprise, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2021.