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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

67 hedge funds and large institutions have $83.8M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

10% more funds holding

Funds holding: 6167 (+6)

0.85% less ownership

Funds ownership: 19.88%19.04% (-0.85%)

12% less capital invested

Capital invested by funds: $94.7M → $83.8M (-$10.9M)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
28
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$44K +$8.52K +553 +23%
APA
52
American Portfolios Advisors
New York
$41.3K
BWA
53
BDO Wealth Advisors
Florida
$35K
HI
54
Harbour Investments
Wisconsin
$26K +$27.2K +1,763 New
KIG
55
Kessler Investment Group
Indiana
$19K +$19.5K +1,265 New
GC
56
Gould Capital
Washington
$18K
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$15K
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$15K +$16.2K +1,050 New
CA
59
Crewe Advisors
Utah
$14K
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$13K
TF
61
TimeScale Financial
Massachusetts
$8K
PTC
62
Private Trust Company
Ohio
$8K +$7.75K +503 New
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.51K
AIP
64
Ahrens Investment Partners
Louisiana
$7K
IA
65
IFP Advisors
Florida
$6K
SWM
66
Spire Wealth Management
Virginia
$5K
5L
67
55I LLC
Massachusetts
-$1.2M -71,228 Closed
SWP
68
Stratos Wealth Partners
Ohio
-$200K -11,849 Closed
WAM
69
Worth Asset Management
Texas
-$40K -2,750 Closed
HA
70
Herold Advisors
New York
-$16.9K -1,000 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
+$15 +1 New

ETB Hedge Fund Activity: Q2 2022 in Review

67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2022, worth a combined $83.8M — down 12% from $94.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETB positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $678K. The largest seller was UBS Group, cutting an estimated $2.13M.

  • 67 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2022, up from 61 in Q1 2022.
  • Funds reported $83.8M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2022 and 4 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2022 was Cetera Advisor Networks, an estimated $678K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2022 was UBS Group, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2022.