Eaton Vance Tax-Managed Buy-Write Opportunities Fund
149 hedge funds and large institutions have $185M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
4% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 47
1% more funds holding
Funds holding: 148 → 149 (+1)
0.16% less ownership
Funds ownership: 13.4% → 13.24% (-0.16%)
7% less capital invested
Capital invested by funds: $200M → $185M (-$14.8M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$7.26M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.05M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.02M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$787K |
| 5 |
EC
Elequin Capital
New York
|
+$672K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFP
Paragon Financial Partners
Woodland Hills,
California
|
-$5.8M |
| 2 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$2.52M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.53M |
| 5 |
Morgan Stanley
New York
|
-$1.1M |
ETV Hedge Fund Activity: Q3 2023 in Review
149 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2023, worth a combined $185M — down 7.4% from $200M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ETV positions and 8 closed out — a net gain of 2 holders — while 49 added to existing stakes and 47 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $7.26M. The largest seller was Paragon Financial Partners, exiting entirely with an estimated $5.8M sold.
- 149 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2023, up from 148 in Q2 2023.
- Funds reported $185M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2023, down 7.4% quarter-over-quarter.
- 10 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2023 and 8 closed out, a net change of +2 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $7.26M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2023 was Paragon Financial Partners, an estimated $5.8M sold.
Based on aggregated 13F filings for Q3 2023.