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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
SPIA
76
Steward Partners Investment Advisory
New York
$14.1K +$6.65K +500 +93%
NS
77
NBC Securities
Alabama
$14K
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$12.2K
NCM
79
Northwest Capital Management
Oregon
$12.1K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$12K
PTC
81
Private Trust Company
Ohio
$8.02K +$226 +17 +3%
CA
82
Continuum Advisory
Idaho
$7.34K +$7.18K +540 New
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.83K
BCMLT
84
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.83K +$6.65K +500 New
BBHC
85
Brown Brothers Harriman & Co
New York
$6.83K +$6.65K +500 New
SWM
86
Spire Wealth Management
Virginia
$4.5K
IA
87
IFP Advisors
Florida
$1.71K
RG
88
Retirement Group
California
$14 -$53.3K -4,010 -100%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$14
MWM
90
Meridian Wealth Management
Kentucky
-$306K -23,569 Closed
BPA
91
Beacon Pointe Advisors
California
-$239K -18,442 Closed
EC
92
Elequin Capital
New York
-$182K -14,002 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
-$140K -10,809 Closed
ASN
94
Advisory Services Network
Georgia
-$29.6K -2,284 Closed
CA
95
Crewe Advisors
Utah
-$5.84K -450 Closed
VWWMG
96
Vermillion & White Wealth Management Group
Pennsylvania
-$1.31K -101 Closed

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.