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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

70 hedge funds and large institutions have $76M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

4% more funds holding

Funds holding: 6770 (+3)

0.54% more ownership

Funds ownership: 19.04%19.58% (+0.54%)

9% less capital invested

Capital invested by funds: $83.8M → $76M (-$7.78M)

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
27
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.9M +$345K +21,761 +2%
Wells Fargo
2
Wells Fargo
California
$9.82M +$325K +20,515 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.76M +$663K +41,780 +8%
GC
4
Guggenheim Capital
Illinois
$5.99M -$1.17M -73,576 -14%
UBS Group
5
UBS Group
Switzerland
$5.56M -$403K -25,373 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.78M -$7.85K -495 -0.2%
Invesco
7
Invesco
Georgia
$3.12M -$445K -28,031 -11%
CA
8
Cetera Advisors
Colorado
$2.92M +$243K +15,295 +7%
Bank of America
9
Bank of America
North Carolina
$2.39M +$1.59M +99,974 +123%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.91M -$132K -8,288 -5%
AAM
11
Advisors Asset Management
Colorado
$1.39M -$28.1K -1,769 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.37M +$317K +19,958 +24%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.24M +$221K +13,906 +17%
BPA
14
Beacon Pointe Advisors
California
$987K +$1.02M +64,382 +619%
RJA
15
Raymond James & Associates
Florida
$928K -$119K -7,496 -10%
CAN
16
Cetera Advisor Networks
California
$927K +$416K +26,233 +60%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$745K -$119K -7,489 -12%
CG
18
CFO4Life Group
Texas
$683K +$1.7K +107 +0.2%
SRC
19
Sage Rhino Capital
California
$648K
GRP
20
Global Retirement Partners
California
$597K +$204K +12,879 +52%
LPL Financial
21
LPL Financial
California
$488K +$2.63K +166 +0.5%
HighTower Advisors
22
HighTower Advisors
Illinois
$432K +$64.4K +4,059 +14%
IWM
23
IHT Wealth Management
Illinois
$415K -$2.52K -159 -0.5%
AAS
24
Ameritas Advisory Services
Nebraska
$414K +$100K +6,307 +25%
Ameriprise
25
Ameriprise
Minnesota
$307K -$5.11K -322 -1%

ETB Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2022, worth a combined $76M — down 9.3% from $83.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ETB positions and 2 closed out — a net gain of 3 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $1.59M. The largest seller was Guggenheim Capital, cutting an estimated $1.17M.

  • 70 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2022, up from 67 in Q2 2022.
  • Funds reported $76M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2022, down 9.3% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2022 and 2 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2022 was Bank of America, an estimated $1.59M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2022 was Guggenheim Capital, an estimated $1.17M sold.

Based on aggregated 13F filings for Q3 2022.