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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

142 hedge funds and large institutions have $189M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

5% more capital invested

Capital invested by funds: $180M → $189M (+$9.37M)

4% more funds holding

Funds holding: 136142 (+6)

0.38% more ownership

Funds ownership: 12.83%13.21% (+0.38%)

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
45
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$1.22M -$3.53K -232 -0.3%
TCBWMS
27
Texas Capital Bank Wealth Management Services
Texas
$1.13M +$100K +6,599 +10%
Stifel Financial
28
Stifel Financial
Missouri
$1.12M +$19K +1,250 +2%
CRC
29
Curi RMB Capital
Illinois
$1.12M -$975 -64 -0.1%
UAS
30
United Asset Strategies
New York
$1.11M -$91.3K -5,995 -8%
NSLI
31
Nan Shan Life Insurance
Taiwan
$1.09M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.07M +$1.06M +69,312 New
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$1.02M -$15.6K -1,022 -2%
AWA
34
Arkadios Wealth Advisors
Georgia
$984K +$7.9K +519 +0.8%
CAM
35
Cresset Asset Management
Illinois
$928K +$136K +8,946 +18%
HSA
36
HBK Sorce Advisory
Pennsylvania
$904K +$82.7K +5,431 +10%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$824K +$57.9K +3,804 +8%
Mariner
38
Mariner
Kansas
$754K +$741K +48,653 New
CRWM
39
Castle Rock Wealth Management
California
$708K -$74.3K -4,882 -10%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$699K -$27.6K -1,810 -4%
FFN
41
Focus Financial Network
Minnesota
$635K +$21.1K +1,385 +3%
WAAG
42
Wealth Alliance Advisory Group
Kansas
$624K
KTC
43
Kistler-Tiffany Companies
Pennsylvania
$605K +$213 +14 +0%
Truist Financial
44
Truist Financial
North Carolina
$598K -$16.8K -1,100 -3%
OWP
45
Obermeyer Wealth Partners
Colorado
$592K +$54.8K +3,597 +10%
Creative Planning
46
Creative Planning
Kansas
$591K +$106K +6,972 +22%
RG
47
Retirement Group
California
$582K
AAM
48
Advisors Asset Management
Colorado
$556K -$18.4K -1,211 -3%
WS
49
Wedbush Securities
California
$523K -$5.5K -361 -1%
SCI
50
Stableford Capital II
Arizona
$507K +$2.22K +146 +0.4%

ETV Hedge Fund Activity: Q1 2021 in Review

142 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2021, worth a combined $189M — up 5.2% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETV positions and 10 closed out — a net gain of 7 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $4.29M. The largest seller was LPL Financial, cutting an estimated $723K.

  • 142 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2021, up from 136 in Q4 2020.
  • Funds reported $189M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2021, up 5.2% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2021 and 10 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2021 was Bank of America, an estimated $4.29M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2021 was LPL Financial, an estimated $723K sold.

Based on aggregated 13F filings for Q1 2021.