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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

128 hedge funds and large institutions have $158M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

3% more funds holding

Funds holding: 124 → 128 (+4)

0.62% less ownership

Funds ownership: 13.2% → 12.58% (-0.62%)

7% less capital invested

Capital invested by funds: $169M → $158M (-$11.2M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
43
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$4.49M
2
Wells Fargo
Wells Fargo
California
+$1.68M
3
WAM
Weiss Asset Management
Massachusetts
+$996K
4
Morgan Stanley
Morgan Stanley
New York
+$791K
5
JWCA
J.W. Cole Advisors
Florida
+$726K

Top Sellers

Rank Fund Capital Flow
1
ACM
Anfield Capital Management
California
-$3.72M
2
RG
Retirement Group
California
-$2.18M
3
Bank of America
Bank of America
North Carolina
-$2.08M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.8M
5
MWM
Meridian Wealth Management
Kentucky
-$802K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$206K +$657 +46 +0.3%
GSBTD
77
Glenview State Bank Trust Department
Illinois
$204K – – –
First Manhattan
78
First Manhattan
New York
$203K +$4.77K +334 +2%
M&T Bank
79
M&T Bank
New York
$197K -$19.6K -1,371 -9%
AP
80
Agilis Partners
Massachusetts
$194K – – –
BRWA
81
B. Riley Wealth Advisors
Florida
$184K -$9.94K -696 -5%
SWM
82
SeaCrest Wealth Management
New York
$183K – – –
FAAS
83
First Allied Advisory Services
California
$180K -$3.54K -248 -2%
UCFA
84
United Capital Financial Advisors
Texas
$166K +$21.2K +1,483 +14%
BW
85
Bison Wealth
Georgia
$165K – – –
MWM
86
Meridian Wealth Management
Kentucky
$164K -$802K -56,147 -83%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$158K -$237K -16,612 -59%
PA
88
Pinnacle Associates
New York
$155K – – –
CBTWT
89
Community Bank & Trust (Waco, Texas)
Texas
$150K – – –
AF
90
Advisornet Financial
Minnesota
$149K – – –
KPWS
91
Kestra Private Wealth Services
Texas
$148K +$153K +10,734 New
CG
92
CFO4Life Group
Texas
$147K +$3.61K +253 +2%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$145K -$14.3K -1,000 -9%
LNWWM
94
Laird Norton Wetherby Wealth Management
California
$138K – – –
SPIA
95
Steward Partners Investment Advisory
New York
$137K -$4K -280 -3%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$79K +$82K +5,740 New
US Bancorp
97
US Bancorp
Minnesota
$55K +$31.5K +2,205 +126%
GWM
98
Geneos Wealth Management
Colorado
$54K – – –
VFA
99
Valeo Financial Advisors
Indiana
$50K – – –
HFRG
100
Houlihan Financial Resource Group
Virginia
$47K +$46.7K +3,273 New
2 3
4
5 6

ETV Hedge Fund Activity: Q3 2020 in Review

128 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2020, worth a combined $158M — down 6.6% from $169M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ETV positions and 11 closed out — a net gain of 5 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $4.49M. The largest seller was Anfield Capital Management, cutting an estimated $3.72M.

  • 128 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2020, up from 124 in Q2 2020.
  • Funds reported $158M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2020, down 6.6% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2020 and 11 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2020 was Franklin Resources, an estimated $4.49M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2020 was Anfield Capital Management, an estimated $3.72M sold.

Based on aggregated 13F filings for Q3 2020.