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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

80 hedge funds and large institutions have $77.9M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

7% more funds holding

Funds holding: 7580 (+5)

0.35% more ownership

Funds ownership: 20.66%21.02% (+0.35%)

8% less capital invested

Capital invested by funds: $84.3M → $77.9M (-$6.44M)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
22
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
$14.3M -$290K -21,613 -2%
Wells Fargo
2
Wells Fargo
California
$7.22M -$480K -35,784 -6%
UBS Group
3
UBS Group
Switzerland
$5.49M +$112K +8,315 +2%
Invesco
4
Invesco
Georgia
$4.12M +$610K +45,450 +16%
CA
5
Cornerstone Advisors
North Carolina
$4M +$2.31M +172,138 +119%
GC
6
Guggenheim Capital
Illinois
$3.88M +$381K +28,390 +10%
1CP
7
1607 Capital Partners
Virginia
$3.36M +$3.39M +252,772 +1,879%
CA
8
Cetera Advisors
Colorado
$3.21M +$117K +8,726 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.06M -$3.89M -289,693 -54%
SFS
10
Shaker Financial Services
Virginia
$2.64M +$1.42M +105,949 +102%
WAM
11
Wolverine Asset Management
Illinois
$2.57M +$1M +74,673 +58%
Bank of America
12
Bank of America
North Carolina
$2.47M -$6.05K -451 -0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.43M -$3.43M -255,463 -57%
AAM
14
Advisors Asset Management
Colorado
$1.86M -$340K -25,345 -15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.43M -$407K -30,362 -21%
RJA
16
Raymond James & Associates
Florida
$912K +$10.1K +755 +1%
IWM
17
IHT Wealth Management
Illinois
$874K +$443K +32,975 +91%
LPL Financial
18
LPL Financial
California
$853K +$47.1K +3,511 +5%
CAN
19
Cetera Advisor Networks
California
$813K -$139K -10,384 -14%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$776K -$52.4K -3,904 -6%
SRC
21
Sage Rhino Capital
California
$710K -$111K -8,300 -13%
CG
22
CFO4Life Group
Texas
$685K +$8.95K +667 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$643K +$765 +57 +0.1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$531K -$143K -10,625 -20%
AAS
25
Ameritas Advisory Services
Nebraska
$520K +$82K +6,108 +17%

ETB Hedge Fund Activity: Q3 2023 in Review

80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2023, worth a combined $77.9M — down 7.6% from $84.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETB positions and 2 closed out — a net gain of 8 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $3.39M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.89M.

  • 80 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2023, up from 75 in Q2 2023.
  • Funds reported $77.9M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2023 and 2 closed out, a net change of +8 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2023 was 1607 Capital Partners, an estimated $3.39M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $3.89M sold.

Based on aggregated 13F filings for Q3 2023.