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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

165 hedge funds and large institutions have $260M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

6% more funds holding

Funds holding: 156 → 165 (+9)

0.85% more ownership

Funds ownership: 16.25% → 17.11% (+0.85%)

0% more capital invested

Capital invested by funds: $259M → $260M (+$1.04M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
58
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$14.7M
2
PCM
Penserra Capital Management
California
+$4.67M
3
SWP
Stratos Wealth Partners
Ohio
+$1.67M
4
Invesco
Invesco
Georgia
+$1.31M
5
PAG
Private Advisor Group
New Jersey
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$11.5M
2
LCM
Landscape Capital Management
New Jersey
-$2.36M
3
SFS
Shaker Financial Services
Virginia
-$918K
4
BRWA
B. Riley Wealth Advisors
Florida
-$574K
5
KAS
Kestra Advisory Services
Texas
-$500K
Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
76
F.L. Putnam Investment Management
Massachusetts
$325K – – –
P
77
&Partners
Tennessee
$313K +$26.2K +1,945 +9%
TCM
78
Triumph Capital Management
Colorado
$310K -$183K -13,640 -38%
FPAS
79
Focus Partners Advisor Solutions
Missouri
$285K +$278K +20,653 New
EH
80
Equitable Holdings
New York
$283K +$98.8K +7,350 +56%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$280K -$20.8K -1,546 -7%
DADC
82
D.A. Davidson & Co
Montana
$278K -$25.4K -1,891 -9%
SWA
83
Stratos Wealth Advisors
Ohio
$271K +$377 +28 +0.1%
SPIA
84
Steward Partners Investment Advisory
New York
$268K +$40.7K +3,023 +18%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$263K +$8.08K +601 +3%
SA
86
Sanctuary Advisors
Indiana
$257K -$28.7K -2,137 -11%
Cerity Partners
87
Cerity Partners
New York
$253K +$247K +18,340 New
Corient Private Wealth
88
Corient Private Wealth
Florida
$251K +$9.41K +700 +4%
MOS
89
MGO One Seven
Ohio
$242K +$51.5K +3,827 +28%
CC
90
Commons Capital
Massachusetts
$240K +$234K +17,415 New
TWM
91
TCFG Wealth Management
California
$239K +$233K +17,345 New
SWM
92
Silverlake Wealth Management
Vermont
$238K – – –
TCBWMS
93
Texas Capital Bank Wealth Management Services
Texas
$238K -$139K -10,303 -37%
RCM
94
Robinson Capital Management
Michigan
$233K – – –
D
95
Diversified
Delaware
$233K -$3.07K -228 -1%
DE
96
Diversified Enterprises
Delaware
$233K +$227K +16,902 New
SIAS
97
Summit Investment Advisory Services
Minnesota
$224K +$219K +16,264 New
TCWA
98
Turtle Creek Wealth Advisors
Texas
$219K – – –
LCM
99
Landscape Capital Management
New Jersey
$216K -$2.36M -175,217 -92%
CF
100
Centaurus Financial
California
$213K +$4.46K +332 +2%
2 3
4
5 6

ETV Hedge Fund Activity: Q3 2024 in Review

165 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2024, worth a combined $260M — up 0.4% from $259M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ETV positions and 13 closed out — a net gain of 12 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $14.7M. The largest seller was Cornerstone Advisors, cutting an estimated $11.5M.

  • 165 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2024, up from 156 in Q2 2024.
  • Funds reported $260M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2024, up 0.4% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2024 and 13 closed out, a net change of +12 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $14.7M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2024.