We are live on ! Find out more
ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

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: 153 → 156 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.03M
2
GC
Guggenheim Capital
Illinois
+$1.47M
3
Morgan Stanley
Morgan Stanley
New York
+$998K
4
LPL Financial
LPL Financial
California
+$916K
5
OWA
Outlook Wealth Advisors
Texas
+$897K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.6M
2
LCM
Landscape Capital Management
New Jersey
-$1.04M
3
WAM
Wolverine Asset Management
Illinois
-$911K
4
WS
Wedbush Securities
California
-$636K
5
RJA
Raymond James & Associates
Florida
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$300K +$40.9K +3,150 +17%
WAM
77
Wolverine Asset Management
Illinois
$291K -$911K -70,137 -77%
P
78
&Partners
Tennessee
$284K -$19.1K -1,469 -7%
SWA
79
Stratos Wealth Advisors
Ohio
$268K +$546 +42 +0.2%
SA
80
Sanctuary Advisors
Indiana
$256K +$264K +20,300 New
Baird Financial Group
81
Baird Financial Group
Wisconsin
$253K -$1.3K -100 -0.5%
Corient Private Wealth
82
Corient Private Wealth
Florida
$239K – – –
SWM
83
Silverlake Wealth Management
Vermont
$236K – – –
D
84
Diversified
Delaware
$234K -$13.5K -1,038 -6%
RCM
85
Robinson Capital Management
Michigan
$231K – – –
SPIA
86
Steward Partners Investment Advisory
New York
$224K +$35.7K +2,748 +20%
BWS
87
BCR Wealth Strategies
Alabama
$219K +$208K +16,035 New
TCWA
88
Turtle Creek Wealth Advisors
Texas
$217K -$14.1K -1,085 -6%
MSG
89
Main Street Group
Virginia
$211K +$312 +24 +0.2%
CF
90
Centaurus Financial
California
$206K -$1.22K -94 -0.6%
Nomura Holdings
91
Nomura Holdings
Japan
$205K +$195K +15,000 New
AC
92
Abbrea Capital
California
$205K -$24.4K -1,875 -11%
ACM
93
AlphaStar Capital Management
North Carolina
$196K – – –
CWM
94
Cornerstone Wealth Management
Missouri
$190K -$5.76K -443 -3%
FWM
95
Focused Wealth Management
New York
$189K -$3.05K -235 -2%
MOS
96
MGO One Seven
Ohio
$187K +$178K +13,690 New
JCM
97
Jacobi Capital Management
Pennsylvania
$182K +$1.32K +102 +0.8%
BB
98
Burford Brothers
Texas
$180K – – –
EH
99
Equitable Holdings
New York
$180K +$171K +13,163 New
MFG
100
Merit Financial Group
Georgia
$175K – – –
2 3
4
5 6

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.