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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

142 hedge funds and large institutions have $189M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

5% more capital invested

Capital invested by funds: $180M → $189M (+$9.37M)

4% more funds holding

Funds holding: 136142 (+6)

0.38% more ownership

Funds ownership: 12.83%13.21% (+0.38%)

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
45
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Centaurus Financial
California
$498K +$442 +29 +0.1%
KTA
52
Keeley-Teton Advisors
Illinois
$464K +$8.62K +566 +2%
KAS
53
Kestra Advisory Services
Texas
$454K -$82.3K -5,408 -16%
HighTower Advisors
54
HighTower Advisors
Illinois
$428K +$18K +1,185 +4%
CAN
55
Cetera Advisor Networks
California
$424K +$32.3K +2,123 +8%
Principal Financial Group
56
Principal Financial Group
Iowa
$409K +$16.6K +1,093 +4%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$374K
BWM
58
Birchcreek Wealth Management
Ohio
$371K +$24.4K +1,600 +7%
LWPC
59
Legacy Wealth Partners (California)
California
$351K -$85.6K -5,622 -20%
D
60
Diversified
Delaware
$346K -$60.4K -3,968 -15%
WAM
61
Wolverine Asset Management
Illinois
$329K +$324K +21,297 New
SPIA
62
Steward Partners Investment Advisory
New York
$328K +$159K +10,455 +97%
JWCA
63
J.W. Cole Advisors
Florida
$316K -$259 -17 -0.1%
SW
64
SteelPeak Wealth
California
$312K -$23.6K -1,553 -7%
EFS
65
Essex Financial Services
Connecticut
$308K
CG
66
Colony Group
Massachusetts
$304K
EVM
67
Eaton Vance Management
Massachusetts
$304K
FWM
68
Focused Wealth Management
New York
$299K -$190K -12,473 -39%
BRWA
69
B. Riley Wealth Advisors
Florida
$299K +$88K +5,781 +43%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$294K +$4.42K +290 +2%
LWAC
71
Laurel Wealth Advisors (California)
California
$290K +$7.52K +494 +3%
TCWM
72
Total Clarity Wealth Management
Illinois
$289K
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$287K -$26.6K -1,749 -9%
MAFM
74
Mid Atlantic Financial Management
Pennsylvania
$286K +$70.1K +4,602 +33%
PAG
75
Private Advisor Group
New Jersey
$285K -$9.44K -620 -3%

ETV Hedge Fund Activity: Q1 2021 in Review

142 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2021, worth a combined $189M — up 5.2% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETV positions and 10 closed out — a net gain of 7 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $4.29M. The largest seller was LPL Financial, cutting an estimated $723K.

  • 142 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2021, up from 136 in Q4 2020.
  • Funds reported $189M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2021, up 5.2% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2021 and 10 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2021 was Bank of America, an estimated $4.29M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2021 was LPL Financial, an estimated $723K sold.

Based on aggregated 13F filings for Q1 2021.