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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

53 hedge funds and large institutions have $66M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

20% more funds holding

Funds holding: 4453 (+9)

2% more capital invested

Capital invested by funds: $65M → $66M (+$1.01M)

0.66% more ownership

Funds ownership: 17.55%18.21% (+0.66%)

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.3M +$367K +26,307 +3%
UBS Group
2
UBS Group
Switzerland
$9.91M -$215K -15,381 -2%
Wells Fargo
3
Wells Fargo
California
$8.58M +$102K +7,273 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.91M -$38.5K -2,759 -0.6%
GC
5
Guggenheim Capital
Illinois
$5.65M +$620K +44,385 +12%
Invesco
6
Invesco
Georgia
$2.42M -$19.9K -1,423 -0.8%
CA
7
Cetera Advisors
Colorado
$2.23M +$45.4K +3,248 +2%
Ameriprise
8
Ameriprise
Minnesota
$2M +$29.7K +2,123 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.44M +$98.7K +7,063 +7%
Bank of America
10
Bank of America
North Carolina
$1.43M +$155K +11,062 +12%
RJA
11
Raymond James & Associates
Florida
$1.01M -$10.4K -744 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.01M -$31.3K -2,244 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$990K -$242K -17,328 -19%
SRC
14
Sage Rhino Capital
California
$860K +$48.9K +3,500 +6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$741K +$8.39K +601 +1%
CG
16
CFO4Life Group
Texas
$691K +$12.1K +869 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$662K +$307 +22 +0%
Citigroup
18
Citigroup
New York
$512K +$9.68K +693 +2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$425K -$6.13K -439 -1%
KTC
20
Kistler-Tiffany Companies
Pennsylvania
$425K +$3.03K +217 +0.7%
IWM
21
IHT Wealth Management
Illinois
$381K +$172K +12,322 +79%
SWP
22
Stratos Wealth Partners
Ohio
$377K +$684 +49 +0.2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$347K +$288K +20,622 +429%
AAS
24
Avantax Advisory Services
Texas
$332K +$341K +24,420 New
JCM
25
Jacobi Capital Management
Pennsylvania
$330K -$1.68K -120 -0.5%

ETB Hedge Fund Activity: Q3 2020 in Review

53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2020, worth a combined $66M — up 1.6% from $65M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETB positions and 4 closed out — a net gain of 9 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $620K. The largest seller was Retirement Group, cutting an estimated $691K.

  • 53 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2020, up from 44 in Q2 2020.
  • Funds reported $66M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2020, up 1.6% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2020 and 4 closed out, a net change of +9 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2020 was Guggenheim Capital, an estimated $620K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2020 was Retirement Group, an estimated $691K sold.

Based on aggregated 13F filings for Q3 2020.