Eaton Vance Tax-Managed Buy-Write Opportunities Fund
136 hedge funds and large institutions have $214M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 10 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 32
3% more capital invested
Capital invested by funds: $208M → $214M (+$5.74M)
0.65% more ownership
Funds ownership: 13.82% → 14.47% (+0.65%)
5% less funds holding
Funds holding: 143 → 136 (-7)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.42M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$2.28M |
| 3 |
Morgan Stanley
New York
|
+$2.22M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.12M |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$631K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$822K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$332K |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$222K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$219K |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
-$216K |
ETV Hedge Fund Activity: Q3 2021 in Review
136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2021, worth a combined $214M — up 2.8% from $208M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ETV and 7 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 54 added.
The largest buyer was Invesco, adding an estimated $2.42M. The largest seller was Ameriprise, cutting an estimated $822K.
- 136 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2021, down from 143 in Q2 2021.
- Funds reported $214M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2021, up 2.8% quarter-over-quarter.
- 7 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2021 and 10 closed out, a net change of -3 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2021 was Invesco, an estimated $2.42M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2021 was Ameriprise, an estimated $822K sold.
Based on aggregated 13F filings for Q3 2021.