We are live on ! Find out more
ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

75 hedge funds and large institutions have $84.3M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $75.1M → $84.3M (+$9.17M)

1% more funds holding

Funds holding: 7475 (+1)

0.81% more ownership

Funds ownership: 19.86%20.66% (+0.81%)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.1M +$192K +14,670 +1%
Wells Fargo
2
Wells Fargo
California
$8.45M -$290K -22,179 -4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.4M -$231K -17,677 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.21M -$673K -51,430 -10%
UBS Group
5
UBS Group
Switzerland
$5.94M +$112K +8,560 +2%
Invesco
6
Invesco
Georgia
$3.91M +$695K +53,152 +23%
GC
7
Guggenheim Capital
Illinois
$3.88M +$1.54M +117,753 +73%
CA
8
Cetera Advisors
Colorado
$3.41M +$75.4K +5,767 +2%
Bank of America
9
Bank of America
North Carolina
$2.72M -$29.3K -2,239 -1%
AAM
10
Advisors Asset Management
Colorado
$2.4M +$982K +75,072 +77%
CA
11
Cornerstone Advisors
North Carolina
$2.01M +$1.9M +144,897 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2M +$18.7K +1,432 +1%
WAM
13
Wolverine Asset Management
Illinois
$1.79M -$44.6K -3,407 -3%
SFS
14
Shaker Financial Services
Virginia
$1.44M -$369K -28,194 -21%
CAN
15
Cetera Advisor Networks
California
$1.04M +$19.8K +1,515 +2%
RJA
16
Raymond James & Associates
Florida
$994K -$2.81K -215 -0.3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$909K -$36.1K -2,764 -4%
SRC
18
Sage Rhino Capital
California
$898K -$6.54K -500 -0.8%
LPL Financial
19
LPL Financial
California
$891K -$52.8K -4,040 -6%
CG
20
CFO4Life Group
Texas
$745K +$13.3K +1,016 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$732K -$946K -72,336 -58%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$707K +$13.8K +1,052 +2%
GRP
23
Global Retirement Partners
California
$644K +$1.74K +133 +0.3%
BPA
24
Beacon Pointe Advisors
California
$642K -$6.54K -500 -1%
LCM
25
Landscape Capital Management
New Jersey
$609K +$70.6K +5,397 +14%

ETB Hedge Fund Activity: Q2 2023 in Review

75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2023, worth a combined $84.3M — up 12% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ETB positions and 6 closed out — a net gain of 3 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $1.9M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $946K.

  • 75 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $84.3M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2023, up 12% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2023 and 6 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2023 was Cornerstone Advisors, an estimated $1.9M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2023 was Cambridge Investment Research Advisors, an estimated $946K sold.

Based on aggregated 13F filings for Q2 2023.