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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

92 hedge funds and large institutions have $86.5M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 9092 (+2)

0.11% more ownership

Funds ownership: 21.45%21.56% (+0.11%)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

9% less capital invested

Capital invested by funds: $94.5M → $86.5M (-$8.05M)

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
26
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Shaker Financial Services
Virginia
$7.56M +$4.88M +334,439 +153%
GC
2
Guggenheim Capital
Illinois
$7.11M -$1.79M -122,494 -19%
Morgan Stanley
3
Morgan Stanley
New York
$6.59M -$9.08M -622,443 -56%
Invesco
4
Invesco
Georgia
$5.15M +$359K +24,623 +7%
UBS Group
5
UBS Group
Switzerland
$4.89M -$199K -13,647 -4%
Bank of America
6
Bank of America
North Carolina
$4.35M +$118K +8,078 +3%
1CP
7
1607 Capital Partners
Virginia
$4.26M -$1.31M -90,058 -22%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.93M +$24K +1,647 +0.6%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.57M +$2.77M +189,728 +265%
Wells Fargo
10
Wells Fargo
California
$3.09M -$274K -18,780 -8%
Raymond James Financial
11
Raymond James Financial
Florida
$2.86M +$82.1K +5,630 +3%
AAM
12
Advisors Asset Management
Colorado
$2.79M -$404K -27,728 -12%
WAM
13
Wolverine Asset Management
Illinois
$2.75M +$2.94M +201,384 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.27M +$126K +8,660 +5%
Cohen & Steers
15
Cohen & Steers
New York
$2.12M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.69M -$16.5K -1,129 -0.9%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.45M +$1.55M +106,468 New
SIM
18
Sims Investment Management
Ohio
$1.37M +$4.38K +300 +0.3%
LPL Financial
19
LPL Financial
California
$1.3M +$112K +7,696 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.24M -$12.1K -827 -0.9%
PAS
21
Park Avenue Securities
New York
$1.11M -$31.1K -2,133 -3%
IWM
22
IHT Wealth Management
Illinois
$1.05M -$10.2K -696 -0.9%
Ameriprise
23
Ameriprise
Minnesota
$899K +$357K +24,498 +59%
CG
24
CFO4Life Group
Texas
$810K +$17.3K +1,184 +2%
MWM
25
Meridian Wealth Management
Kentucky
$782K +$110K +7,535 +15%

ETB Hedge Fund Activity: Q1 2025 in Review

92 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2025, worth a combined $86.5M — down 8.5% from $94.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETB positions and 7 closed out — a net gain of 3 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $4.88M. The largest seller was Morgan Stanley, cutting an estimated $9.08M.

  • 92 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2025, up from 90 in Q4 2024.
  • Funds reported $86.5M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2025, down 8.5% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2025 and 7 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2025 was Shaker Financial Services, an estimated $4.88M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2025 was Morgan Stanley, an estimated $9.08M sold.

Based on aggregated 13F filings for Q1 2025.