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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

80 hedge funds and large institutions have $77.9M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

7% more funds holding

Funds holding: 75 → 80 (+5)

0.35% more ownership

Funds ownership: 20.66% → 21.02% (+0.35%)

8% less capital invested

Capital invested by funds: $84.3M → $77.9M (-$6.44M)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$3.39M
2
CA
Cornerstone Advisors
North Carolina
+$2.31M
3
SFS
Shaker Financial Services
Virginia
+$1.42M
4
WAM
Wolverine Asset Management
Illinois
+$1M
5
Invesco
Invesco
Georgia
+$610K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.89M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.43M
3
Wells Fargo
Wells Fargo
California
-$480K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$407K
5
AAM
Advisors Asset Management
Colorado
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$166K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$164K +$14.1K +1,047 +9%
EWM
53
Empirical Wealth Management
Washington
$164K +$174K +12,987 New
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$159K – – –
VF
55
Virtu Financial
New York
$151K +$161K +11,991 New
GL
56
Graypoint LLC
New York
$131K – – –
NFG
57
Nations Financial Group
Iowa
$129K – – –
HCM
58
Hollencrest Capital Management
California
$93.9K – – –
PA
59
Parallel Advisors
California
$86.7K -$31.7K -2,362 -26%
HGERS
60
Householder Group Estate & Retirement Specialist
Arizona
$56.4K +$60K +4,472 New
RG
61
Retirement Group
California
$50.6K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$39.8K -$16.1K -1,200 -28%
AF
63
Allworth Financial
California
$37.8K – – –
GIA
64
GHP Investment Advisors
Colorado
$37.1K – – –
GC
65
Gould Capital
Washington
$25.1K +$6.71K +500 +33%
HI
66
Harbour Investments
Wisconsin
$22.2K – – –
KIG
67
Kessler Investment Group
Indiana
$16K – – –
NPA
68
Nichols & Pratt Advisers
Massachusetts
$15.8K +$16.8K +1,250 New
CIA
69
Cape Investment Advisory
Georgia
$13.3K – – –
NS
70
NBC Securities
Alabama
$13K +$14K +1,045 New
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$11.2K – – –
NCM
72
Northwest Capital Management
Oregon
$11.2K – – –
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
JP Morgan Chase
74
JP Morgan Chase
New York
$10.1K -$38.6K -2,874 -78%
PTC
75
Private Trust Company
Ohio
$7.1K +$161 +12 +2%
1 2
3
4

ETB Hedge Fund Activity: Q3 2023 in Review

80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2023, worth a combined $77.9M — down 7.6% from $84.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETB positions and 2 closed out — a net gain of 8 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $3.39M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.89M.

  • 80 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2023, up from 75 in Q2 2023.
  • Funds reported $77.9M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2023 and 2 closed out, a net change of +8 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2023 was 1607 Capital Partners, an estimated $3.39M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $3.89M sold.

Based on aggregated 13F filings for Q3 2023.