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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

143 hedge funds and large institutions have $208M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $189M → $208M (+$19M)

1% more funds holding

Funds holding: 142143 (+1)

0.61% more ownership

Funds ownership: 13.21%13.82% (+0.61%)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
57
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
51
Brighton Jones LLC
Washington
$537K +$529K +33,013 New
SCI
52
Stableford Capital II
Arizona
$515K -$17.2K -1,075 -3%
CAN
53
Cetera Advisor Networks
California
$498K +$51.3K +3,202 +12%
KTA
54
Keeley-Teton Advisors
Illinois
$497K +$8.76K +546 +2%
PAG
55
Private Advisor Group
New Jersey
$432K +$130K +8,110 +44%
BWM
56
Birchcreek Wealth Management
Ohio
$424K +$32.9K +2,049 +9%
5L
57
55I LLC
Massachusetts
$421K +$209K +13,006 +101%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$393K
BRWA
59
B. Riley Wealth Advisors
Florida
$378K +$63.1K +3,932 +20%
LWPC
60
Legacy Wealth Partners (California)
California
$369K -$497 -31 -0.1%
HighTower Advisors
61
HighTower Advisors
Illinois
$368K -$79.4K -4,953 -18%
D
62
Diversified
Delaware
$353K -$11.1K -692 -3%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$352K +$150K +9,344 +76%
EVM
64
Eaton Vance Management
Massachusetts
$334K +$14.4K +900 +5%
SW
65
SteelPeak Wealth
California
$326K -$1.17K -73 -0.4%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$325K +$23.3K +1,453 +8%
CG
67
Colony Group
Massachusetts
$320K
EFS
68
Essex Financial Services
Connecticut
$308K
LWAC
69
Laurel Wealth Advisors (California)
California
$307K +$2.31K +144 +0.8%
JCM
70
Jacobi Capital Management
Pennsylvania
$300K +$4.92K +307 +2%
KFGK
71
Keystone Financial Group (Kentucky)
Kentucky
$288K -$20.8K -1,295 -7%
LPT
72
Legacy Private Trust
Wisconsin
$287K
JWCA
73
J.W. Cole Advisors
Florida
$282K -$49.4K -3,079 -15%
TCWM
74
Total Clarity Wealth Management
Illinois
$281K -$23K -1,433 -8%
WAM
75
Wolverine Asset Management
Illinois
$279K -$65.8K -4,105 -19%