Eaton Vance Tax-Managed Buy-Write Opportunities Fund
153 hedge funds and large institutions have $239M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 19 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 41
2% less capital invested
Capital invested by funds: $243M → $239M (-$4.08M)
1.04% less ownership
Funds ownership: 16.91% → 15.87% (-1%)
4% less funds holding
Funds holding: 159 → 153 (-6)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$5.57M |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
+$1.18M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$977K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$910K |
| 5 |
Cohen & Steers
New York
|
+$872K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$22M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.72M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.65M |
| 4 |
IC
IEQ Capital
Foster City,
California
|
-$810K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$557K |
ETV Hedge Fund Activity: Q1 2024 in Review
153 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2024, worth a combined $239M — down 1.7% from $243M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of ETV and 13 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 58 added.
The largest buyer was Cornerstone Advisors, adding an estimated $5.57M. The largest seller was Morgan Stanley, cutting an estimated $22M.
- 153 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2024, down from 159 in Q4 2023.
- Funds reported $239M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2024, down 1.7% quarter-over-quarter.
- 13 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2024 and 19 closed out, a net change of -6 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $5.57M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $22M sold.
Based on aggregated 13F filings for Q1 2024.