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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

54 hedge funds and large institutions have $75.2M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

4% more capital invested

Capital invested by funds: $72.1M → $75.2M (+$3.06M)

0.14% less ownership

Funds ownership: 18.08%17.95% (-0.14%)

4% less funds holding

Funds holding: 5654 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.3M +$1.88M +124,744 +12%
Wells Fargo
2
Wells Fargo
California
$10.9M -$74K -4,912 -0.7%
GC
3
Guggenheim Capital
Illinois
$8.37M +$1.55M +103,207 +24%
UBS Group
4
UBS Group
Switzerland
$7.82M +$44.4K +2,951 +0.6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.2M -$111K -7,385 -2%
Invesco
6
Invesco
Georgia
$2.92M +$100K +6,672 +4%
CA
7
Cetera Advisors
Colorado
$2.68M +$55.4K +3,679 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.66M +$236K +15,652 +17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.46M +$11.7K +775 +0.8%
Bank of America
10
Bank of America
North Carolina
$1.37M -$239K -15,851 -15%
RJA
11
Raymond James & Associates
Florida
$1.08M -$89.3K -5,931 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.03M -$34.9K -2,315 -3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$874K +$11.5K +765 +1%
CG
14
CFO4Life Group
Texas
$831K +$15.3K +1,013 +2%
SRC
15
Sage Rhino Capital
California
$787K -$22.6K -1,500 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$764K -$126K -8,400 -15%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$653K +$62.3K +4,141 +11%
Citigroup
18
Citigroup
New York
$554K -$87.3K -5,795 -14%
KTC
19
Kistler-Tiffany Companies
Pennsylvania
$491K +$181 +12 +0%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$476K +$71.2K +4,729 +19%
IWM
21
IHT Wealth Management
Illinois
$466K +$4.67K +310 +1%
SWP
22
Stratos Wealth Partners
Ohio
$370K -$10.9K -726 -3%
D
23
Diversified
Delaware
$364K +$9.76K +648 +3%
JCM
24
Jacobi Capital Management
Pennsylvania
$357K -$23.8K -1,579 -7%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$337K +$11.7K +774 +4%

ETB Hedge Fund Activity: Q1 2021 in Review

54 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2021, worth a combined $75.2M — up 4.2% from $72.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ETB and 7 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $1.88M. The largest seller was Ameriprise, cutting an estimated $1.99M.

  • 54 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2021, down from 56 in Q4 2020.
  • Funds reported $75.2M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2021, up 4.2% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2021 and 9 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2021 was Morgan Stanley, an estimated $1.88M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2021 was Ameriprise, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2021.