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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
AIP
76
Ahrens Investment Partners
Louisiana
$278K
FWM
77
Focused Wealth Management
New York
$269K -$44.5K -2,776 -14%
AIC
78
Ameritas Investment Company
Nebraska
$264K -$111K -6,930 -62%
Citigroup
79
Citigroup
New York
$259K +$3.21K +200 +1%
BPA
80
Beacon Pointe Advisors
California
$259K +$255K +15,909 New
CCG
81
Capital CS Group
California
$257K +$254K +15,814 New
First Manhattan
82
First Manhattan
New York
$256K +$5.21K +325 +2%
ESBC
83
E.S. Barr & Co
Kentucky
$255K +$91.2K +5,690 +57%
SWM
84
SeaCrest Wealth Management
New York
$247K +$20K +1,250 +9%
MAFM
85
Mid Atlantic Financial Management
Pennsylvania
$241K -$59.4K -3,702 -20%
GSBTD
86
Glenview State Bank Trust Department
Illinois
$241K
MWM
87
Meridian Wealth Management
Kentucky
$239K +$1.14K +71 +0.5%
AP
88
Agilis Partners
Massachusetts
$228K
CA
89
Cetera Advisors
Colorado
$225K +$36.6K +2,281 +20%
VWA
90
V Wealth Advisors
Kansas
$220K +$22.5K +1,400 +12%
OFG
91
OTA Financial Group
New York
$216K +$213K +13,281 New
PWP
92
Principle Wealth Partners
Connecticut
$208K
IC
93
Inscription Capital
Texas
$208K +$205K +12,800 New
DAS
94
Dynamic Advisor Solutions
Arizona
$198K -$14.7K -919 -7%
LWM
95
Laidlaw Wealth Management
New York
$193K +$4.01K +250 +2%
PA
96
Pinnacle Associates
New York
$183K
KWM
97
Kingsview Wealth Management
Oregon
$179K +$14.4K +900 +9%
ACI
98
Alpha Cubed Investments
California
$179K +$176K +10,988 New
KNW
99
Kesler Norman & Wride
Utah
$177K
AF
100
Advisornet Financial
Minnesota
$176K