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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
JCM
76
Jacobi Capital Management
Pennsylvania
$281K -$32.2K -2,115 -10%
LPT
77
Legacy Private Trust
Wisconsin
$273K -$61.3K -4,025 -19%
AIP
78
Ahrens Investment Partners
Louisiana
$265K
Citigroup
79
Citigroup
New York
$244K -$502K -32,955 -68%
First Manhattan
80
First Manhattan
New York
$238K +$5.09K +334 +2%
GSBTD
81
Glenview State Bank Trust Department
Illinois
$229K
MWM
82
Meridian Wealth Management
Kentucky
$226K +$8.5K +558 +4%
AP
83
Agilis Partners
Massachusetts
$217K
SWM
84
SeaCrest Wealth Management
New York
$215K -$381 -25 -0.2%
DADC
85
D.A. Davidson & Co
Montana
$212K -$19.1K -1,255 -8%
DAS
86
Dynamic Advisor Solutions
Arizona
$203K -$23.2K -1,523 -10%
5L
87
55I LLC
Massachusetts
$199K +$11K +725 +6%
PWP
88
Principle Wealth Partners
Connecticut
$198K
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$190K -$12.3K -811 -6%
VWA
90
V Wealth Advisors
Kansas
$188K
LWM
91
Laidlaw Wealth Management
New York
$180K +$177K +11,610 New
CA
92
Cetera Advisors
Colorado
$179K +$176K +11,528 New
DWP
93
Destiny Wealth Partners
Florida
$179K +$176K +11,528 New
BW
94
Bison Wealth
Georgia
$175K
PA
95
Pinnacle Associates
New York
$174K
AIC
96
Ameritas Investment Company
Nebraska
$173K +$170K +11,150 New
AF
97
Advisornet Financial
Minnesota
$167K
KNW
98
Kesler Norman & Wride
Utah
$166K
KWM
99
Kingsview Wealth Management
Oregon
$156K +$154K +10,096 New
ESBC
100
E.S. Barr & Co
Kentucky
$155K +$152K +10,000 New

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.