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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

159 hedge funds and large institutions have $243M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

31% more capital invested

Capital invested by funds: $185M → $243M (+$58.2M)

7% more funds holding

Funds holding: 149 → 159 (+10)

3.67% more ownership

Funds ownership: 13.24% → 16.91% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 52

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
48
Reduced
52
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$21.1M
2
CA
Cornerstone Advisors
North Carolina
+$8.21M
3
LPL Financial
LPL Financial
California
+$7.73M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.07M
5
Invesco
Invesco
Georgia
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.41M
2
SIA
Sit Investment Associates
Minnesota
-$1.24M
3
IGWM
ICA Group Wealth Management
Colorado
-$449K
4
EC
Elequin Capital
New York
-$405K
5
WAM
Wolverine Asset Management
Illinois
-$383K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.68M +$186K +15,409 +8%
LCM
27
Landscape Capital Management
New Jersey
$2.51M +$1.47M +121,182 +147%
IC
28
IEQ Capital
California
$2.47M +$86.5K +7,151 +4%
BPA
29
Beacon Pointe Advisors
California
$2.27M -$142K -11,712 -6%
MA
30
Mutual Advisors
Nebraska
$1.48M -$24.7K -2,046 -2%
AAM
31
Advisors Asset Management
Colorado
$1.44M +$221K +18,279 +19%
Cohen & Steers
32
Cohen & Steers
New York
$1.41M – – –
CAM
33
Cresset Asset Management
Illinois
$923K +$20.7K +1,714 +2%
CRC
34
Curi RMB Capital
Illinois
$898K -$76.2K -6,296 -8%
OC
35
Oppenheimer & Co
New York
$876K -$157 -13 -0%
OWP
36
Obermeyer Wealth Partners
Colorado
$836K +$32.3K +2,670 +4%
KAS
37
Kestra Advisory Services
Texas
$818K +$80.1K +6,619 +11%
WS
38
Wedbush Securities
California
$773K -$170K -14,086 -18%
BRWA
39
B. Riley Wealth Advisors
Florida
$770K +$104K +8,600 +16%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$770K -$33.3K -2,757 -4%
Stifel Financial
41
Stifel Financial
Missouri
$627K -$84.4K -6,978 -12%
CAN
42
Cetera Advisor Networks
California
$599K -$86.8K -7,178 -13%
WAAG
43
Wealth Alliance Advisory Group
Kansas
$586K – – –
Creative Planning
44
Creative Planning
Kansas
$565K +$180K +14,885 +48%
WE
45
Wealth Effects
Massachusetts
$543K -$28.9K -2,391 -5%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$542K +$37.3K +3,085 +8%
FFN
47
Focus Financial Network
Minnesota
$538K +$23.4K +1,931 +5%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$532K -$48.2K -3,986 -8%
OWA
49
Outlook Wealth Advisors
Texas
$522K -$32K -2,644 -6%
HSA
50
HBK Sorce Advisory
Pennsylvania
$502K – – –
1
2
3 4 5

ETV Hedge Fund Activity: Q4 2023 in Review

159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2023, worth a combined $243M — up 31% from $185M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETV positions and 9 closed out — a net gain of 12 holders — while 48 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.1M. The largest seller was Osaic Holdings, cutting an estimated $1.41M.

  • 159 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2023, up from 149 in Q3 2023.
  • Funds reported $243M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2023, up 31% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2023 and 9 closed out, a net change of +12 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $21.1M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2023 was Osaic Holdings, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2023.