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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

59 hedge funds and large institutions have $88.9M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $75.2M → $88.9M (+$13.7M)

9% more funds holding

Funds holding: 5459 (+5)

1.3% more ownership

Funds ownership: 17.95%19.25% (+1.3%)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
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
$20.7M +$1.1M +67,702 +6%
GC
2
Guggenheim Capital
Illinois
$12M +$2.94M +180,510 +34%
Wells Fargo
3
Wells Fargo
California
$11.2M -$344K -21,143 -3%
UBS Group
4
UBS Group
Switzerland
$8.63M +$290K +17,823 +4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.45M +$818K +50,274 +13%
Invesco
6
Invesco
Georgia
$4.15M +$1.01M +61,967 +33%
CA
7
Cetera Advisors
Colorado
$2.9M +$46.2K +2,837 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.01M +$240K +14,730 +14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.57M +$14.4K +884 +1%
Bank of America
10
Bank of America
North Carolina
$1.51M +$43.2K +2,657 +3%
RJA
11
Raymond James & Associates
Florida
$1.37M +$217K +13,340 +19%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.19M +$254K +15,583 +28%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.13M +$26.2K +1,612 +2%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$986K +$281K +17,238 +42%
SRC
15
Sage Rhino Capital
California
$848K +$8.14K +500 +1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$815K +$342 +21 +0%
CG
17
CFO4Life Group
Texas
$806K -$77.3K -4,752 -9%
FI
18
Financial Insights
Washington
$665K +$64.5K +3,965 New
Citigroup
19
Citigroup
New York
$601K +$10.2K +627 +2%
KTC
20
Kistler-Tiffany Companies
Pennsylvania
$521K -$2.44K -150 -0.5%
VHAM
21
Van Hulzen Asset Management
California
$520K +$505K +31,000 New
IWM
22
IHT Wealth Management
Illinois
$510K +$12.7K +778 +3%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$506K +$342 +21 +0.1%
SCA
24
Stonebridge Capital Advisors
Minnesota
$455K +$228K +14,000 +100%
SWP
25
Stratos Wealth Partners
Ohio
$454K +$57.9K +3,560 +15%

ETB Hedge Fund Activity: Q2 2021 in Review

59 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2021, worth a combined $88.9M — up 18% from $75.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ETB positions and 4 closed out — a net gain of 5 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.94M. The largest seller was Wells Fargo, cutting an estimated $344K.

  • 59 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2021, up from 54 in Q1 2021.
  • Funds reported $88.9M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2021, up 18% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2021 and 4 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2021 was Guggenheim Capital, an estimated $2.94M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2021 was Wells Fargo, an estimated $344K sold.

Based on aggregated 13F filings for Q2 2021.