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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

90 hedge funds and large institutions have $94.5M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

5% more funds holding

Funds holding: 86 → 90 (+4)

0% less capital invested

Capital invested by funds: $94.8M → $94.5M (-$292K)

0.92% less ownership

Funds ownership: 22.37% → 21.45% (-0.92%)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
30
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.55M
2
GC
Guggenheim Capital
Illinois
+$558K
3
Morgan Stanley
Morgan Stanley
New York
+$256K
4
HF
HRT Financial
New York
+$245K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$170K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$3.92M
2
SFS
Shaker Financial Services
Virginia
-$1.57M
3
Wells Fargo
Wells Fargo
California
-$694K
4
IWP
Innova Wealth Partners
Pennsylvania
-$592K
5
IWM
IHT Wealth Management
Illinois
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
GL
51
Graypoint LLC
New York
$213K +$15.3K +1,040 +8%
SCA
52
Stonebridge Capital Advisors
Minnesota
$210K – – –
ICMP
53
Integrated Capital Management (Pennsylvania)
Pennsylvania
$210K +$2.09K +142 +1%
WAOTB
54
Wealth Advisors of Tampa Bay
Florida
$209K – – –
Truist Financial
55
Truist Financial
North Carolina
$197K – – –
BB
56
Burford Brothers
Texas
$188K – – –
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$173K +$170K +11,521 New
EWM
58
Empirical Wealth Management
Washington
$163K – – –
PA
59
Parallel Advisors
California
$158K +$2.23K +151 +1%
GRP
60
Global Retirement Partners
California
$154K -$36.4K -2,469 -19%
SPIA
61
Steward Partners Investment Advisory
New York
$121K – – –
CA
62
CoreCap Advisors
Michigan
$114K – – –
HCM
63
Hollencrest Capital Management
California
$112K – – –
GC
64
Gould Capital
Washington
$82.6K -$6.34K -430 -7%
VHAM
65
Van Hulzen Asset Management
California
$69K +$67.8K +4,600 New
BlackRock
66
BlackRock
New York
$67.9K +$66.7K +4,525 New
AF
67
Allworth Financial
California
$57.4K +$10.8K +735 +24%
MCM
68
MAI Capital Management
Ohio
$51K +$50.1K +3,400 New
CWC
69
Carolinas Wealth Consulting
North Carolina
$50.6K – – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$49.5K +$427 +29 +0.9%
CPA
71
Compass Planning Associates
Massachusetts
$45.8K +$44.9K +3,050 New
PGAM
72
Princeton Global Asset Management
New Jersey
$42.2K – – –
HI
73
Harbour Investments
Wisconsin
$41.4K – – –
GSWM
74
Golden State Wealth Management
California
$40.6K +$39.9K +2,706 New
KIG
75
Kessler Investment Group
Indiana
$19K – – –
1 2
3
4

ETB Hedge Fund Activity: Q4 2024 in Review

90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2024, worth a combined $94.5M — down 0.31% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETB positions and 5 closed out — a net gain of 6 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.55M. The largest seller was 1607 Capital Partners, cutting an estimated $3.92M.

  • 90 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2024, up from 86 in Q3 2024.
  • Funds reported $94.5M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2024, down 0.31% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2024 and 5 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2024 was Commonwealth Equity Services, an estimated $1.55M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2024 was 1607 Capital Partners, an estimated $3.92M sold.

Based on aggregated 13F filings for Q4 2024.