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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

67 hedge funds and large institutions have $83.8M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

10% more funds holding

Funds holding: 6167 (+6)

0.85% less ownership

Funds ownership: 19.88%19.04% (-0.85%)

12% less capital invested

Capital invested by funds: $94.7M → $83.8M (-$10.9M)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
28
Reduced
10
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
$17.8M +$135K +8,743 +0.7%
Wells Fargo
2
Wells Fargo
California
$10.9M +$542K +35,188 +5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.21M +$495K +32,093 +6%
GC
4
Guggenheim Capital
Illinois
$7.92M -$1.81M -117,224 -18%
UBS Group
5
UBS Group
Switzerland
$6.71M -$2.13M -138,524 -24%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.38M +$104K +6,726 +2%
Invesco
7
Invesco
Georgia
$3.97M -$29.2K -1,897 -0.7%
CA
8
Cetera Advisors
Colorado
$3.09M +$106K +6,890 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.29M +$475K +30,853 +25%
AAM
10
Advisors Asset Management
Colorado
$1.61M -$29K -1,883 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.26M +$26.1K +1,696 +2%
Bank of America
12
Bank of America
North Carolina
$1.22M +$117K +7,582 +10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.2M -$73.3K -4,755 -6%
RJA
14
Raymond James & Associates
Florida
$1.17M +$16.8K +1,093 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$961K -$109K -7,102 -10%
CG
16
CFO4Life Group
Texas
$845K +$14.9K +966 +2%
SRC
17
Sage Rhino Capital
California
$737K
CAN
18
Cetera Advisor Networks
California
$661K +$678K +43,974 New
LPL Financial
19
LPL Financial
California
$552K +$117K +7,572 +26%
IWM
20
IHT Wealth Management
Illinois
$474K +$2.1K +136 +0.4%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$444K +$370 +24 +0.1%
HighTower Advisors
22
HighTower Advisors
Illinois
$430K +$120K +7,800 +38%
AAS
23
Ameritas Advisory Services
Nebraska
$377K -$35K -2,271 -8%
VHAM
24
Van Hulzen Asset Management
California
$375K -$93.4K -6,060 -20%
GRP
25
Global Retirement Partners
California
$373K +$1.26K +82 +0.3%

ETB Hedge Fund Activity: Q2 2022 in Review

67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2022, worth a combined $83.8M — down 12% from $94.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETB positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $678K. The largest seller was UBS Group, cutting an estimated $2.13M.

  • 67 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2022, up from 61 in Q1 2022.
  • Funds reported $83.8M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2022 and 4 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2022 was Cetera Advisor Networks, an estimated $678K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2022 was UBS Group, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2022.