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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

89 hedge funds and large institutions have $104M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 8689 (+3)

1% less capital invested

Capital invested by funds: $105M → $104M (-$1.06M)

1.62% less ownership

Funds ownership: 27.65%26.03% (-1.6%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
33
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
51
King Wealth Management Group
Florida
$203K -$1.16K -87 -0.6%
HighTower Advisors
52
HighTower Advisors
Illinois
$199K -$167K -12,582 -47%
SBIA
53
Sheaff Brock Investment Advisors
Indiana
$197K +$24K +1,805 +14%
KAS
54
Kestra Advisory Services
Texas
$194K -$6.96K -523 -4%
SCA
55
Stonebridge Capital Advisors
Minnesota
$191K
WAOTB
56
Wealth Advisors of Tampa Bay
Florida
$191K
Truist Financial
57
Truist Financial
North Carolina
$180K
ICMP
58
Integrated Capital Management (Pennsylvania)
Pennsylvania
$176K +$171K +12,862 New
BB
59
Burford Brothers
Texas
$171K
Comerica Bank
60
Comerica Bank
Texas
$162K
EWM
61
Empirical Wealth Management
Washington
$148K
GL
62
Graypoint LLC
New York
$142K
D
63
Diversified
Delaware
$138K +$135K +10,127 New
PA
64
Parallel Advisors
California
$138K +$21.8K +1,639 +19%
CA
65
CoreCap Advisors
Michigan
$103K +$101K +7,575 New
HCM
66
Hollencrest Capital Management
California
$102K
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$59.9K
GC
68
Gould Capital
Washington
$54.4K +$2.43K +183 +5%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$43.8K +$359 +27 +0.8%
AF
70
Allworth Financial
California
$41K
GIA
71
GHP Investment Advisors
Colorado
$40.2K
HI
72
Harbour Investments
Wisconsin
$24.1K
KIG
73
Kessler Investment Group
Indiana
$17.3K
JP Morgan Chase
74
JP Morgan Chase
New York
$15.5K +$4.51K +339 +42%
CIA
75
Cape Investment Advisory
Georgia
$14.4K

ETB Hedge Fund Activity: Q1 2024 in Review

89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2024, worth a combined $104M — down 1% from $105M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETB positions and 7 closed out — a net gain of 3 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.84M. The largest seller was Morgan Stanley, cutting an estimated $20.5M.

  • 89 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $104M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2024, down 1% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2024 and 7 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $3.84M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2024.