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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

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: 153156 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
SteelPeak Wealth
California
$587K -$2.12K -163 -0.4%
WE
52
Wealth Effects
Massachusetts
$587K -$1.1K -85 -0.2%
MWM
53
Meridian Wealth Management
Kentucky
$566K +$537K +41,369 New
NA
54
NewEdge Advisors
Louisiana
$564K +$173K +13,349 +48%
HSA
55
HBK Sorce Advisory
Pennsylvania
$551K
PIWA
56
Prevail Innovative Wealth Advisors
Kansas
$517K +$491K +37,799 New
TCM
57
Triumph Capital Management
Colorado
$493K -$2.63K -202 -0.6%
SCI
58
Stableford Capital II
Arizona
$481K +$1.3K +100 +0.3%
DAS
59
Dynamic Advisor Solutions
Arizona
$473K +$5.64K +434 +1%
GWSG
60
GPS Wealth Strategies Group
Colorado
$463K
IA
61
IFG Advisory
Georgia
$462K
KTA
62
Keeley-Teton Advisors
Illinois
$449K
AC
63
Avory & Company
Florida
$414K
PFS
64
Prospera Financial Services
Texas
$414K +$26K +2,001 +7%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$414K -$124K -9,556 -24%
AWA
66
Arkadios Wealth Advisors
Georgia
$389K -$141K -10,814 -28%
TCBWMS
67
Texas Capital Bank Wealth Management Services
Texas
$376K
GIA
68
Gladstone Institutional Advisory
Florida
$375K -$3.18K -245 -0.9%
EFS
69
Essex Financial Services
Connecticut
$352K +$8.71K +670 +3%
Two Sigma Investments
70
Two Sigma Investments
New York
$337K +$320K +24,623 New
NS
71
NBC Securities
Alabama
$335K +$338 +26 +0.1%
AIFAIM
72
American Institute for Advanced Investment Management
Arizona
$325K -$8.13K -626 -3%
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
$322K
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$313K -$23.9K -1,841 -7%
DADC
75
D.A. Davidson & Co
Montana
$302K +$741 +57 +0.3%

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.