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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

136 hedge funds and large institutions have $214M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 32

3% more capital invested

Capital invested by funds: $208M → $214M (+$5.74M)

0.65% more ownership

Funds ownership: 13.82% → 14.47% (+0.65%)

5% less funds holding

Funds holding: 143 → 136 (-7)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
54
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$2.42M
2
BPA
Beacon Pointe Advisors
California
+$2.28M
3
Morgan Stanley
Morgan Stanley
New York
+$2.22M
4
GC
Guggenheim Capital
Illinois
+$2.12M
5
HH
Hilltop Holdings
Texas
+$631K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$822K
2
Osaic Holdings
Osaic Holdings
Arizona
-$332K
3
HSA
HBK Sorce Advisory
Pennsylvania
-$222K
4
WAM
Wolverine Asset Management
Illinois
-$219K
5
OFG
OTA Financial Group
New York
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
26
Outlook Wealth Advisors
Texas
$1.91M +$226K +13,743 +13%
Stifel Financial
27
Stifel Financial
Missouri
$1.53M +$171K +10,367 +12%
AIFAIM
28
American Institute for Advanced Investment Management
Arizona
$1.43M +$19.8K +1,200 +1%
SWP
29
Stratos Wealth Partners
Ohio
$1.39M +$127K +7,721 +10%
TCBWMS
30
Texas Capital Bank Wealth Management Services
Texas
$1.36M +$135K +8,192 +11%
UAS
31
United Asset Strategies
New York
$1.13M -$14.1K -857 -1%
CRC
32
Curi RMB Capital
Illinois
$1.13M – – –
NSLI
33
Nan Shan Life Insurance
Taiwan
$1.13M – – –
DADC
34
D.A. Davidson & Co
Montana
$1.04M +$56.9K +3,456 +6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$935K +$42.3K +2,572 +5%
KAS
36
Kestra Advisory Services
Texas
$830K +$133K +8,075 +18%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$822K +$103K +6,283 +14%
HSA
38
HBK Sorce Advisory
Pennsylvania
$804K -$222K -13,487 -21%
Mariner
39
Mariner
Kansas
$778K – – –
WS
40
Wedbush Securities
California
$754K -$10.7K -652 -1%
CF
41
Centaurus Financial
California
$729K +$105K +6,368 +16%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$708K -$61.6K -3,739 -8%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$666K – – –
CG
44
Colony Group
Massachusetts
$665K +$362K +21,971 +112%
WAAG
45
Wealth Alliance Advisory Group
Kansas
$648K +$3.29K +200 +0.5%
KTC
46
Kistler-Tiffany Companies
Pennsylvania
$621K +$115 +7 +0%
Truist Financial
47
Truist Financial
North Carolina
$615K -$4.78K -290 -0.7%
OWP
48
Obermeyer Wealth Partners
Colorado
$615K +$3.61K +219 +0.6%
Creative Planning
49
Creative Planning
Kansas
$609K +$62.4K +3,791 +11%
RG
50
Retirement Group
California
$601K – – –
1
2
3 4 5

ETV Hedge Fund Activity: Q3 2021 in Review

136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2021, worth a combined $214M — up 2.8% from $208M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ETV and 7 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 54 added.

The largest buyer was Invesco, adding an estimated $2.42M. The largest seller was Ameriprise, cutting an estimated $822K.

  • 136 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2021, down from 143 in Q2 2021.
  • Funds reported $214M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2021, up 2.8% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2021 and 10 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2021 was Invesco, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2021 was Ameriprise, an estimated $822K sold.

Based on aggregated 13F filings for Q3 2021.