We are live on ! Find out more
ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

81 hedge funds and large institutions have $79.3M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

16% more funds holding

Funds holding: 7081 (+11)

4% more capital invested

Capital invested by funds: $76M → $79.3M (+$3.26M)

0.89% more ownership

Funds ownership: 19.58%20.46% (+0.89%)

Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
27
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.3M -$576K -40,408 -3%
Wells Fargo
2
Wells Fargo
California
$8.79M -$1.07M -74,995 -10%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.42M -$338K -23,749 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.57M +$3.04M +213,406 +75%
UBS Group
5
UBS Group
Switzerland
$5.52M -$23.3K -1,633 -0.4%
GC
6
Guggenheim Capital
Illinois
$4.32M -$1.78M -124,716 -28%
Invesco
7
Invesco
Georgia
$3.37M +$284K +19,908 +8%
CA
8
Cetera Advisors
Colorado
$3.07M +$183K +12,875 +6%
Bank of America
9
Bank of America
North Carolina
$2.54M +$176K +12,387 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.84M -$61.3K -4,305 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.72M +$389K +27,306 +26%
AAM
12
Advisors Asset Management
Colorado
$1.29M -$103K -7,248 -7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.21M -$25.3K -1,779 -2%
CAN
14
Cetera Advisor Networks
California
$1.06M +$145K +10,169 +14%
WAM
15
Wolverine Asset Management
Illinois
$990K +$1.07M +75,268 New
RJA
16
Raymond James & Associates
Florida
$937K +$13.9K +974 +1%
SRC
17
Sage Rhino Capital
California
$745K +$108K +7,600 +16%
CG
18
CFO4Life Group
Texas
$679K -$926 -65 -0.1%
C
19
CFO4Life
Texas
$679K +$736K +51,650 New
AAS
20
Ameritas Advisory Services
Nebraska
$667K +$275K +19,326 +62%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$652K -$97.2K -6,824 -12%
JWWM
22
Johnson & White Wealth Management
Pennsylvania
$619K +$36.4K +2,558 New
LPL Financial
23
LPL Financial
California
$575K +$97.3K +6,831 +18%
GRP
24
Global Retirement Partners
California
$572K +$81.8K +5,739 +15%
BPA
25
Beacon Pointe Advisors
California
$548K -$472K -33,119 -44%

ETB Hedge Fund Activity: Q4 2022 in Review

81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2022, worth a combined $79.3M — up 4.3% from $76M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETB positions and 5 closed out — a net gain of 12 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.04M. The largest seller was Guggenheim Capital, cutting an estimated $1.78M.

  • 81 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $79.3M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2022, up 4.3% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2022 and 5 closed out, a net change of +12 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2022 was Osaic Holdings, an estimated $3.04M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2022 was Guggenheim Capital, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2022.