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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

143 hedge funds and large institutions have $208M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $189M → $208M (+$19M)

1% more funds holding

Funds holding: 142143 (+1)

0.61% more ownership

Funds ownership: 13.21%13.82% (+0.61%)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
57
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
26
American Institute for Advanced Investment Management
Arizona
$1.44M +$16.4K +1,024 +1%
Stifel Financial
27
Stifel Financial
Missouri
$1.39M +$207K +12,878 +18%
SWP
28
Stratos Wealth Partners
Ohio
$1.29M +$7.3K +455 +0.6%
TCBWMS
29
Texas Capital Bank Wealth Management Services
Texas
$1.25M +$58.6K +3,653 +5%
UAS
30
United Asset Strategies
New York
$1.17M -$3.5K -218 -0.3%
CRC
31
Curi RMB Capital
Illinois
$1.15M -$26.9K -1,675 -2%
NSLI
32
Nan Shan Life Insurance
Taiwan
$1.15M
HSA
33
HBK Sorce Advisory
Pennsylvania
$1.04M +$86.3K +5,383 +9%
DADC
34
D.A. Davidson & Co
Montana
$1.01M +$773K +48,187 +352%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$910K -$215K -13,400 -19%
Mariner
36
Mariner
Kansas
$792K +$64 +4 +0%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$781K -$83.3K -5,196 -10%
WS
38
Wedbush Securities
California
$779K +$225K +14,057 +42%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$735K +$32 +2 +0%
KAS
40
Kestra Advisory Services
Texas
$714K +$233K +14,531 +50%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$678K -$392K -24,470 -37%
WAAG
42
Wealth Alliance Advisory Group
Kansas
$656K
CF
43
Centaurus Financial
California
$638K +$114K +7,078 +22%
KTC
44
Kistler-Tiffany Companies
Pennsylvania
$632K -$4.43K -276 -0.7%
Truist Financial
45
Truist Financial
North Carolina
$631K +$2.52K +157 +0.4%
OWP
46
Obermeyer Wealth Partners
Colorado
$622K
RG
47
Retirement Group
California
$612K
AAM
48
Advisors Asset Management
Colorado
$572K -$12.7K -794 -2%
Creative Planning
49
Creative Planning
Kansas
$558K -$62.1K -3,870 -10%
CRWM
50
Castle Rock Wealth Management
California
$542K -$189K -11,770 -27%