Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
74 hedge funds and large institutions have $75.1M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 12 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 20
0.61% less ownership
Funds ownership: 20.46% → 19.86% (-0.61%)
5% less capital invested
Capital invested by funds: $79.3M → $75.1M (-$4.14M)
9% less funds holding
Funds holding: 81 → 74 (-7)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.75M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$757K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$358K |
| 4 |
LPL Financial
San Diego,
California
|
+$325K |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.22M |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$619K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$500K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$370K |
| 5 |
Morgan Stanley
New York
|
-$317K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AGM
76
Alpine Global Management
New York
| – | -$191K | -14,506 | Closed |
|
|
VF
77
Virtu Financial
New York
| – | -$183K | -13,887 | Closed |
|
|
VHAM
78
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$139K | -10,570 | Closed |
|
79
Jane Street
New York
| – | -$137K | -10,453 | Closed |
|
|
PP
80
PrairieView Partners
St. Paul,
Minnesota
| – | -$60K | -4,577 | Closed |
|
|
AIM
81
Anchor Investment Management
Columbia,
South Carolina
| – | -$40.8K | -3,100 | Closed |
|
|
JWWM
82
Johnson & White Wealth Management
York,
Pennsylvania
| – | -$619K | -2,558 | Closed |
|
|
FWA
83
Freedom Wealth Alliance
Brookfield,
Wisconsin
| – | -$20.5K | -1,557 | Closed |
|
84
JP Morgan Chase
New York
| – | -$20K | -1,533 | Closed |
|
85
Rockefeller Capital Management
New York
| – | -$13K | -1,050 | Closed |
|
|
TF
86
TimeScale Financial
Danvers,
Massachusetts
| – | -$7K | -530 | Closed |
|
ETB Hedge Fund Activity: Q1 2023 in Review
74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2023, worth a combined $75.1M — down 5.2% from $79.3M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of ETB and 7 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 29 added.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.75M. The largest seller was Guggenheim Capital, cutting an estimated $2.22M.
- 74 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2023, down from 81 in Q4 2022.
- Funds reported $75.1M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2023, down 5.2% quarter-over-quarter.
- 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2023 and 12 closed out, a net change of -5 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2023 was Shaker Financial Services, an estimated $1.75M added.
- The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2023 was Guggenheim Capital, an estimated $2.22M sold.
Based on aggregated 13F filings for Q1 2023.