Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
59 hedge funds and large institutions have $88.9M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 4 closing their positions.
155% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 11
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
18% more capital invested
Capital invested by funds: $75.2M → $88.9M (+$13.7M)
9% more funds holding
Funds holding: 54 → 59 (+5)
1.3% more ownership
Funds ownership: 17.95% → 19.25% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.94M |
| 2 |
Morgan Stanley
New York
|
+$1.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.01M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$818K |
| 5 |
VHAM
Van Hulzen Asset Management
El Dorado Hills,
California
|
+$505K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$344K |
| 2 |
ISB
Iowa State Bank
Urbandale,
Iowa
|
-$330K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$261K |
| 4 |
GL
Graypoint LLC
Albany,
New York
|
-$117K |
| 5 |
RG
Retirement Group
San Diego,
California
|
-$78.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PB
51
Pinnacle Bancorp
Beatrice,
Nebraska
| $28K | – | – | – |
|
|
APA
52
American Portfolios Advisors
Holbrook,
New York
| $25.9K | +$25.1K | +1,545 | New |
|
|
NFG
53
Next Financial Group
Houston,
Texas
| $23K | -$195 | -12 | -0.9% |
|
54
Fifth Third Bancorp
Cincinnati,
Ohio
| $17K | – | – | – |
|
|
AWA
55
Arkadios Wealth Advisors
Atlanta,
Georgia
| $17K | +$15.1K | +926 | +681% |
|
|
RDWM
56
Red Door Wealth Management
Memphis,
Tennessee
| $16K | +$16.3K | +1,000 | New |
|
|
CI
57
CX Institutional
Auburn,
Indiana
| $12K | +$11.4K | +700 | New |
|
|
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $8.39K | – | – | – |
|
|
SWM
59
Spire Wealth Management
Mclean,
Virginia
| $6K | – | – | – |
|
|
ISB
60
Iowa State Bank
Urbandale,
Iowa
| – | -$330K | -20,981 | Closed |
|
|
SFS
61
Shaker Financial Services
Arlington,
Virginia
| – | -$261K | -16,578 | Closed |
|
|
IAIM
62
International Assets Investment Management
Orlando,
Florida
| – | -$8K | -500 | Closed |
|
ETB Hedge Fund Activity: Q2 2021 in Review
59 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2021, worth a combined $88.9M — up 18% from $75.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ETB positions and 4 closed out — a net gain of 5 holders — while 28 added to existing stakes and 11 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $2.94M. The largest seller was Wells Fargo, cutting an estimated $344K.
- 59 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2021, up from 54 in Q1 2021.
- Funds reported $88.9M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2021, up 18% quarter-over-quarter.
- 9 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2021 and 4 closed out, a net change of +5 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2021 was Guggenheim Capital, an estimated $2.94M added.
- The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2021 was Wells Fargo, an estimated $344K sold.
Based on aggregated 13F filings for Q2 2021.