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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

61 hedge funds and large institutions have $94.7M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0.31% less ownership

Funds ownership: 20.19% → 19.88% (-0.31%)

0% less capital invested

Capital invested by funds: $95.2M → $94.7M (-$475K)

2% less funds holding

Funds holding: 62 → 61 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$907K
2
Morgan Stanley
Morgan Stanley
New York
+$805K
3
UBS Group
UBS Group
Switzerland
+$505K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$438K
5
GRP
Global Retirement Partners
California
+$410K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.46M
2
Invesco
Invesco
Georgia
-$629K
3
Ameriprise
Ameriprise
Minnesota
-$466K
4
KTC
Kistler-Tiffany Companies
Pennsylvania
-$224K
5
SPC
Sigma Planning Corp
Michigan
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
51
BDO Wealth Advisors
Florida
$39K – – –
GC
52
Gould Capital
Washington
$20K – – –
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$17K – – –
HA
54
Herold Advisors
New York
$16.9K +$16.6K +1,000 New
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$15K -$2.48K -150 -14%
CA
56
Crewe Advisors
Utah
$15K +$14.9K +900 New
TF
57
TimeScale Financial
Massachusetts
$9K – – –
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.45K – – –
AIP
59
Ahrens Investment Partners
Louisiana
$7K -$58K -3,500 -89%
SWM
60
Spire Wealth Management
Virginia
$6K – – –
IA
61
IFP Advisors
Florida
$6K +$6.38K +385 New
SPC
62
Sigma Planning Corp
Michigan
– -$183K -10,711 Closed
EVM
63
Eaton Vance Management
Massachusetts
– -$125K -7,325 Closed
Jones Financial Companies
64
Jones Financial Companies
Missouri
– -$125K -7,277 Closed
US Bancorp
65
US Bancorp
Minnesota
– -$38K -2,195 Closed
APC
66
Aspire Private Capital
North Carolina
– -$8K -453 Closed
TRCT
67
Tower Research Capital (TRC)
New York
– -$3K -158 Closed
1 2
3

ETB Hedge Fund Activity: Q1 2022 in Review

61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2022, worth a combined $94.7M — down 0.5% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ETB positions and 6 closed out — a net gain of 1 holder — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $907K. The largest seller was Guggenheim Capital, cutting an estimated $1.46M.

  • 61 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2022, down from 62 in Q4 2021.
  • Funds reported $94.7M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2022, down 0.5% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2022 and 6 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2022 was Osaic Holdings, an estimated $907K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2022 was Guggenheim Capital, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2022.