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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

74 hedge funds and large institutions have $75.1M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0.61% less ownership

Funds ownership: 20.46%19.86% (-0.61%)

5% less capital invested

Capital invested by funds: $79.3M → $75.1M (-$4.14M)

9% less funds holding

Funds holding: 8174 (-7)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
74
Holders Change
-7
Holders Change %
-8.64%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
29
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.9M -$317K -23,800 -2%
Wells Fargo
2
Wells Fargo
California
$8.23M -$500K -37,592 -6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.18M -$182K -13,659 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.5M -$2K -150 -0%
UBS Group
5
UBS Group
Switzerland
$5.47M -$10.1K -761 -0.2%
CA
6
Cetera Advisors
Colorado
$3.13M +$86.3K +6,490 +3%
Invesco
7
Invesco
Georgia
$2.98M -$370K -27,846 -11%
Bank of America
8
Bank of America
North Carolina
$2.59M +$64.1K +4,823 +2%
GC
9
Guggenheim Capital
Illinois
$2.1M -$2.22M -167,249 -51%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.86M +$34.5K +2,594 +2%
WAM
11
Wolverine Asset Management
Illinois
$1.73M +$757K +56,945 +76%
SFS
12
Shaker Financial Services
Virginia
$1.72M +$1.75M +131,846 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.63M -$76.8K -5,775 -4%
AAM
14
Advisors Asset Management
Colorado
$1.27M -$9.12K -686 -0.7%
CAN
15
Cetera Advisor Networks
California
$957K -$94.1K -7,073 -9%
RJA
16
Raymond James & Associates
Florida
$937K +$7.24K +544 +0.8%
LPL Financial
17
LPL Financial
California
$890K +$325K +24,436 +56%
SRC
18
Sage Rhino Capital
California
$850K +$113K +8,500 +15%
CG
19
CFO4Life Group
Texas
$687K +$13.2K +989 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$651K +$3.62K +272 +0.5%
BPA
21
Beacon Pointe Advisors
California
$610K +$67.6K +5,086 +12%
GRP
22
Global Retirement Partners
California
$591K +$36.9K +2,778 +6%
AAS
23
Ameritas Advisory Services
Nebraska
$538K -$124K -9,346 -18%
LCM
24
Landscape Capital Management
New Jersey
$502K +$358K +26,948 +234%
IWM
25
IHT Wealth Management
Illinois
$404K +$12.1K +912 +3%

ETB Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2023, worth a combined $75.1M — down 5.2% from $79.3M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETB and 7 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.75M. The largest seller was Guggenheim Capital, cutting an estimated $2.22M.

  • 74 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2023, down from 81 in Q4 2022.
  • Funds reported $75.1M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2023, down 5.2% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2023 and 12 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2023 was Shaker Financial Services, an estimated $1.75M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2023 was Guggenheim Capital, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2023.