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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

75 hedge funds and large institutions have $84.3M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $75.1M → $84.3M (+$9.17M)

1% more funds holding

Funds holding: 7475 (+1)

0.81% more ownership

Funds ownership: 19.86%20.66% (+0.81%)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
D
51
Diversified
Delaware
$153K +$1.32K +101 +0.9%
GL
52
Graypoint LLC
New York
$144K
NFG
53
Nations Financial Group
Iowa
$142K -$5.23K -400 -4%
PA
54
Parallel Advisors
California
$128K +$2.07K +158 +2%
HCM
55
Hollencrest Capital Management
California
$103K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$60.5K -$2.6K -199 -4%
RG
57
Retirement Group
California
$55.7K
JP Morgan Chase
58
JP Morgan Chase
New York
$51K +$48.1K +3,674 New
AF
59
Allworth Financial
California
$41.7K
GIA
60
GHP Investment Advisors
Colorado
$39.8K +$38.5K +2,945 New
BWA
61
BDO Wealth Advisors
Florida
$31.9K
HI
62
Harbour Investments
Wisconsin
$24.5K
GC
63
Gould Capital
Washington
$20.8K
SPIA
64
Steward Partners Investment Advisory
New York
$20.3K -$19.7K -1,504 -51%
KIG
65
Kessler Investment Group
Indiana
$17.6K
PFG
66
Piershale Financial Group
Illinois
$17K +$235 +18 +1%
CIA
67
Cape Investment Advisory
Georgia
$14.6K
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$12.5K
NCM
69
Northwest Capital Management
Oregon
$12.3K +$11.6K +885 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$12K +$11.6K +885 New
PTC
71
Private Trust Company
Ohio
$7.66K +$144 +11 +2%
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.95K
CA
73
Crewe Advisors
Utah
$6.25K
SWM
74
Spire Wealth Management
Virginia
$4.58K
IA
75
IFP Advisors
Florida
$1.74K

ETB Hedge Fund Activity: Q2 2023 in Review

75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2023, worth a combined $84.3M — up 12% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ETB positions and 6 closed out — a net gain of 3 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $1.9M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $946K.

  • 75 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $84.3M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2023, up 12% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2023 and 6 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2023 was Cornerstone Advisors, an estimated $1.9M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2023 was Cambridge Investment Research Advisors, an estimated $946K sold.

Based on aggregated 13F filings for Q2 2023.