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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

90 hedge funds and large institutions have $94.5M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

5% more funds holding

Funds holding: 8690 (+4)

0% less capital invested

Capital invested by funds: $94.8M → $94.5M (-$292K)

0.92% less ownership

Funds ownership: 22.37%21.45% (-0.92%)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
30
Reduced
19
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
$16.6M +$256K +17,395 +2%
GC
2
Guggenheim Capital
Illinois
$9.65M +$558K +37,855 +6%
1CP
3
1607 Capital Partners
Virginia
$6.03M -$3.92M -266,108 -40%
UBS Group
4
UBS Group
Switzerland
$5.58M -$486 -33 -0%
Invesco
5
Invesco
Georgia
$5.29M -$3.6K -244 -0.1%
Bank of America
6
Bank of America
North Carolina
$4.66M -$487K -33,079 -10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.29M -$82K -5,563 -2%
Wells Fargo
8
Wells Fargo
California
$3.68M -$694K -47,097 -16%
AAM
9
Advisors Asset Management
Colorado
$3.48M -$24.7K -1,675 -0.7%
SFS
10
Shaker Financial Services
Virginia
$3.29M -$1.57M -106,844 -33%
Raymond James Financial
11
Raymond James Financial
Florida
$3.06M +$3M +203,735 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.37M +$1.55M +105,337 +200%
Cohen & Steers
13
Cohen & Steers
New York
$2.32M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.87M +$3.46K +235 +0.2%
SIM
15
Sims Investment Management
Ohio
$1.51M +$1.48M +100,425 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.38M +$24.9K +1,688 +2%
LPL Financial
17
LPL Financial
California
$1.31M +$50.3K +3,416 +4%
PAS
18
Park Avenue Securities
New York
$1.25M +$40.8K +2,770 +3%
IWM
19
IHT Wealth Management
Illinois
$1.17M -$569K -38,620 -33%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.07M -$15.7K -1,063 -1%
CG
21
CFO4Life Group
Texas
$872K +$16K +1,086 +2%
MWM
22
Meridian Wealth Management
Kentucky
$746K +$131K +8,890 +22%
ACM
23
Arlington Capital Management
Illinois
$665K +$48.2K +3,271 +8%
QP
24
Quartz Partners
New York
$660K +$49.1K +3,333 +8%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$639K +$128K +8,679 +26%

ETB Hedge Fund Activity: Q4 2024 in Review

90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2024, worth a combined $94.5M — down 0.31% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETB positions and 5 closed out — a net gain of 6 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.55M. The largest seller was 1607 Capital Partners, cutting an estimated $3.92M.

  • 90 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2024, up from 86 in Q3 2024.
  • Funds reported $94.5M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2024, down 0.31% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2024 and 5 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2024 was Commonwealth Equity Services, an estimated $1.55M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2024 was 1607 Capital Partners, an estimated $3.92M sold.

Based on aggregated 13F filings for Q4 2024.