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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
54
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$2.42M
2
BPA
Beacon Pointe Advisors
California
+$2.28M
3
Morgan Stanley
Morgan Stanley
New York
+$2.22M
4
GC
Guggenheim Capital
Illinois
+$2.12M
5
HH
Hilltop Holdings
Texas
+$631K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$822K
2
Osaic Holdings
Osaic Holdings
Arizona
-$332K
3
HSA
HBK Sorce Advisory
Pennsylvania
-$222K
4
WAM
Wolverine Asset Management
Illinois
-$219K
5
OFG
OTA Financial Group
New York
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
76
Ahrens Investment Partners
Louisiana
$275K +$1.65K +100 +0.6%
BB
77
Busey Bank
Illinois
$273K +$282K +17,104 New
FWM
78
Focused Wealth Management
New York
$268K +$4.35K +264 +2%
AIC
79
Ameritas Investment Company
Nebraska
$260K +$198K +12,020 +285%
First Manhattan
80
First Manhattan
New York
$256K +$5.27K +320 +2%
SWM
81
SeaCrest Wealth Management
New York
$238K -$4.53K -275 -2%
JWCA
82
J.W. Cole Advisors
Florida
$230K -$48.6K -2,951 -17%
AP
83
Agilis Partners
Massachusetts
$224K – – –
CA
84
Cetera Advisors
Colorado
$221K – – –
VWA
85
V Wealth Advisors
Kansas
$216K – – –
PWP
86
Principle Wealth Partners
Connecticut
$205K – – –
LWAC
87
Laurel Wealth Advisors (California)
California
$201K -$104K -6,337 -34%
MWM
88
Meridian Wealth Management
Kentucky
$195K -$40K -2,431 -17%
DAS
89
Dynamic Advisor Solutions
Arizona
$190K -$4.87K -296 -2%
LWM
90
Laidlaw Wealth Management
New York
$190K – – –
PA
91
Pinnacle Associates
New York
$179K – – –
KWM
92
Kingsview Wealth Management
Oregon
$176K – – –
AF
93
Advisornet Financial
Minnesota
$172K – – –
SPIA
94
Steward Partners Investment Advisory
New York
$172K – – –
KNW
95
Kesler Norman & Wride
Utah
$162K -$9.88K -600 -6%
ESBC
96
E.S. Barr & Co
Kentucky
$160K -$93.7K -5,690 -36%
ACM
97
Antonetti Capital Management
Florida
$152K +$157K +9,524 New
APA
98
American Portfolios Advisors
New York
$115K +$17.2K +1,044 +17%
DWP
99
Destiny Wealth Partners
Florida
$110K +$114K +6,907 New
MA
100
Montag & Associates
Georgia
$94K – – –
2 3
4
5 6

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.