We are live on ! Find out more
ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

62 hedge funds and large institutions have $95.2M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $85.7M → $95.2M (+$9.54M)

2% more funds holding

Funds holding: 6162 (+1)

0.74% more ownership

Funds ownership: 19.45%20.19% (+0.74%)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
29
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.3M -$2.3M -138,728 -11%
GC
2
Guggenheim Capital
Illinois
$12.5M +$41.6K +2,508 +0.3%
Wells Fargo
3
Wells Fargo
California
$11.7M +$891K +53,667 +8%
UBS Group
4
UBS Group
Switzerland
$9.5M +$607K +36,567 +7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.34M +$213K +12,807 +3%
Invesco
6
Invesco
Georgia
$5.21M +$730K +43,959 +17%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.87M +$773K +46,544 +26%
CA
8
Cetera Advisors
Colorado
$3.36M +$202K +12,149 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.68M +$66.4K +4,000 +4%
AAM
10
Advisors Asset Management
Colorado
$1.62M +$1.06M +63,618 +207%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.33M +$162K +9,735 +14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.31M +$75.6K +4,551 +6%
RJA
13
Raymond James & Associates
Florida
$1.23M -$19.1K -1,153 -2%
Bank of America
14
Bank of America
North Carolina
$1.19M +$66.8K +4,026 +6%
SRC
15
Sage Rhino Capital
California
$874K +$16.6K +1,000 +2%
CG
16
CFO4Life Group
Texas
$852K +$14.2K +855 +2%
5L
17
55I LLC
Massachusetts
$852K +$377K +22,697 +84%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$833K +$349 +21 +0%
Ameriprise
19
Ameriprise
Minnesota
$778K +$527K +31,746 +232%
IWM
20
IHT Wealth Management
Illinois
$541K +$2.01K +121 +0.4%
VHAM
21
Van Hulzen Asset Management
California
$531K
KTC
22
Kistler-Tiffany Companies
Pennsylvania
$531K +$133 +8 +0%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$518K +$349 +21 +0.1%
AAS
24
Ameritas Advisory Services
Nebraska
$449K +$435K +26,230 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$438K +$3.44K +207 +0.8%

ETB Hedge Fund Activity: Q4 2021 in Review

62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2021, worth a combined $95.2M — up 11% from $85.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETB positions and 10 closed out — a net gain of 2 holders — while 29 added to existing stakes and 9 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.06M. The largest seller was Morgan Stanley, cutting an estimated $2.3M.

  • 62 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2021, up from 61 in Q3 2021.
  • Funds reported $95.2M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2021 and 10 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2021 was Advisors Asset Management, an estimated $1.06M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2021 was Morgan Stanley, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2021.