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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

86 hedge funds and large institutions have $94.8M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

0.89% less ownership

Funds ownership: 23.26% → 22.37% (-0.89%)

2% less capital invested

Capital invested by funds: $96.5M → $94.8M (-$1.66M)

3% less funds holding

Funds holding: 89 → 86 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
33
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$905K
2
GC
Guggenheim Capital
Illinois
+$779K
3
IWP
Innova Wealth Partners
Pennsylvania
+$578K
4
IWM
IHT Wealth Management
Illinois
+$550K
5
1CP
1607 Capital Partners
Virginia
+$462K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$6.56M
2
Wells Fargo
Wells Fargo
California
-$721K
3
AA
AQR Arbitrage
Connecticut
-$531K
4
LCM
Landscape Capital Management
New Jersey
-$523K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$204K +$2.82K +200 +1%
SCA
52
Stonebridge Capital Advisors
Minnesota
$202K – – –
WAOTB
53
Wealth Advisors of Tampa Bay
Florida
$202K – – –
ICMP
54
Integrated Capital Management (Pennsylvania)
Pennsylvania
$200K +$944 +67 +0.5%
GL
55
Graypoint LLC
New York
$190K +$39.3K +2,789 +27%
Truist Financial
56
Truist Financial
North Carolina
$190K – – –
GRP
57
Global Retirement Partners
California
$183K +$2.13K +151 +1%
BB
58
Burford Brothers
Texas
$180K – – –
KAS
59
Kestra Advisory Services
Texas
$161K +$1.82K +129 +1%
EWM
60
Empirical Wealth Management
Washington
$156K – – –
PA
61
Parallel Advisors
California
$150K +$2.16K +153 +1%
WAM
62
Wolverine Asset Management
Illinois
$145K +$142K +10,072 New
SPIA
63
Steward Partners Investment Advisory
New York
$116K +$66.8K +4,741 +143%
CA
64
CoreCap Advisors
Michigan
$109K – – –
HCM
65
Hollencrest Capital Management
California
$107K – – –
GC
66
Gould Capital
Washington
$85.7K +$2.55K +181 +3%
JP Morgan Chase
67
JP Morgan Chase
New York
$78.2K +$63.5K +4,504 +492%
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
$63K – – –
CWC
69
Carolinas Wealth Consulting
North Carolina
$48.7K – – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$47.2K +$423 +30 +0.9%
AF
71
Allworth Financial
California
$43.6K +$310 +22 +0.7%
PGAM
72
Princeton Global Asset Management
New Jersey
$40.6K +$39.6K +2,813 New
HI
73
Harbour Investments
Wisconsin
$39.9K +$14.1K +1,000 +57%
KIG
74
Kessler Investment Group
Indiana
$18.3K – – –
CIA
75
Cape Investment Advisory
Georgia
$15.2K – – –
1 2
3
4

ETB Hedge Fund Activity: Q3 2024 in Review

86 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2024, worth a combined $94.8M — down 1.7% from $96.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ETB and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 33 added.

The largest buyer was Shaker Financial Services, adding an estimated $905K. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $6.56M sold.

  • 86 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2024, down from 89 in Q2 2024.
  • Funds reported $94.8M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2024, down 1.7% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2024 and 8 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2024 was Shaker Financial Services, an estimated $905K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $6.56M sold.

Based on aggregated 13F filings for Q3 2024.