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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

61 hedge funds and large institutions have $85.7M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

3% more funds holding

Funds holding: 59 → 61 (+2)

0.2% more ownership

Funds ownership: 19.25% → 19.45% (+0.2%)

4% less capital invested

Capital invested by funds: $88.9M → $85.7M (-$3.26M)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$975K
2
Morgan Stanley
Morgan Stanley
New York
+$565K
3
AAM
Advisors Asset Management
Colorado
+$508K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$501K
5
OWA
Opal Wealth Advisors
New York
+$444K

Top Sellers

Rank Fund Capital Flow
1
FI
Financial Insights
Washington
-$665K
2
Wells Fargo
Wells Fargo
California
-$634K
3
Citigroup
Citigroup
New York
-$571K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$561K
5
Bank of America
Bank of America
North Carolina
-$401K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
51
Harbour Investments
Wisconsin
$28K +$29.1K +1,763 New
APA
52
American Portfolios Advisors
New York
$24.7K – – –
NFG
53
Next Financial Group
Texas
$22K -$33 -2 -0.1%
Citigroup
54
Citigroup
New York
$20K -$571K -34,554 -97%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$16K – – –
HA
56
Herold Advisors
New York
$16K +$16.5K +1,000 New
CI
57
CX Institutional
Indiana
$11K – – –
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.01K – – –
SWM
59
Spire Wealth Management
Virginia
$5K – – –
AWA
60
Arkadios Wealth Advisors
Georgia
$4K -$12.8K -774 -73%
IWC
61
Integrated Wealth Concepts
Massachusetts
– -$228K -13,583 Closed
FI
62
Financial Insights
Washington
– -$665K -3,965 Closed
ASN
63
Advisory Services Network
Georgia
– -$38K -2,284 Closed
PB
64
Pinnacle Bancorp
Nebraska
– -$28K -1,650 Closed
RDWM
65
Red Door Wealth Management
Tennessee
– -$16K -1,000 Closed
EVM
66
Eaton Vance Management
Massachusetts
– +$33K +2,000 +38%
1 2
3

ETB Hedge Fund Activity: Q3 2021 in Review

61 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2021, worth a combined $85.7M — down 3.7% from $88.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ETB positions and 5 closed out — a net gain of 2 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $975K. The largest seller was Financial Insights, exiting entirely with an estimated $665K sold.

  • 61 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2021, up from 59 in Q2 2021.
  • Funds reported $85.7M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2021, down 3.7% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2021 and 5 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2021 was Osaic Holdings, an estimated $975K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2021 was Financial Insights, an estimated $665K sold.

Based on aggregated 13F filings for Q3 2021.