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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

156 hedge funds and large institutions have $259M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $239M → $259M (+$20M)

2% more funds holding

Funds holding: 153 → 156 (+3)

0.38% more ownership

Funds ownership: 15.87% → 16.25% (+0.38%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
46
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$3.03M
2
GC
Guggenheim Capital
Illinois
+$1.47M
3
Morgan Stanley
Morgan Stanley
New York
+$998K
4
LPL Financial
LPL Financial
California
+$916K
5
OWA
Outlook Wealth Advisors
Texas
+$897K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.6M
2
LCM
Landscape Capital Management
New Jersey
-$1.04M
3
WAM
Wolverine Asset Management
Illinois
-$911K
4
WS
Wedbush Securities
California
-$636K
5
RJA
Raymond James & Associates
Florida
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$2.61M -$1.04M -79,753 -29%
BPA
27
Beacon Pointe Advisors
California
$2.55M +$169 +13 +0%
Mariner
28
Mariner
Kansas
$2.25M -$560K -43,078 -21%
IPA
29
Investment Planning Advisors
Georgia
$2.09M +$1.99M +153,081 New
IC
30
IEQ Capital
California
$1.89M +$13.7K +1,054 +0.8%
MA
31
Mutual Advisors
Nebraska
$1.61M -$10K -773 -0.6%
OWA
32
Outlook Wealth Advisors
Texas
$1.53M +$897K +69,016 +162%
WS
33
Wedbush Securities
California
$1.46M -$636K -48,963 -31%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.37M -$12.9K -990 -1%
OWP
35
Obermeyer Wealth Partners
Colorado
$1.34M +$238K +18,300 +23%
AAM
36
Advisors Asset Management
Colorado
$1.27M +$262K +20,167 +28%
CAM
37
Cresset Asset Management
Illinois
$1.07M +$25.7K +1,977 +3%
BRWA
38
B. Riley Wealth Advisors
Florida
$985K +$236K +18,189 +34%
OC
39
Oppenheimer & Co
New York
$952K – – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$946K +$55.3K +4,258 +7%
KAS
41
Kestra Advisory Services
Texas
$912K -$10.3K -794 -1%
CRC
42
Curi RMB Capital
Illinois
$911K +$1.9K +146 +0.2%
PAG
43
Private Advisor Group
New Jersey
$808K +$10.2K +787 +1%
FFN
44
Focus Financial Network
Minnesota
$691K +$19.5K +1,501 +3%
Stifel Financial
45
Stifel Financial
Missouri
$691K -$5.98K -460 -0.9%
HighTower Advisors
46
HighTower Advisors
Illinois
$682K -$83.3K -6,410 -11%
WAAG
47
Wealth Alliance Advisory Group
Kansas
$643K -$2.92K -225 -0.5%
Creative Planning
48
Creative Planning
Kansas
$621K -$12.8K -986 -2%
IAIM
49
International Assets Investment Management
Florida
$606K +$123K +9,450 +27%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$592K +$1.84K +142 +0.3%
1
2
3 4 5

ETV Hedge Fund Activity: Q2 2024 in Review

156 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2024, worth a combined $259M — up 8.4% from $239M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETV positions and 11 closed out — a net gain of 6 holders — while 46 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $3.03M. The largest seller was Osaic Holdings, cutting an estimated $1.6M.

  • 156 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2024, up from 153 in Q1 2024.
  • Funds reported $259M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2024 and 11 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2024 was Invesco, an estimated $3.03M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2024 was Osaic Holdings, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2024.