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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

128 hedge funds and large institutions have $158M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

3% more funds holding

Funds holding: 124 → 128 (+4)

0.62% less ownership

Funds ownership: 13.2% → 12.58% (-0.62%)

7% less capital invested

Capital invested by funds: $169M → $158M (-$11.2M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
43
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$4.49M
2
Wells Fargo
Wells Fargo
California
+$1.68M
3
WAM
Weiss Asset Management
Massachusetts
+$996K
4
Morgan Stanley
Morgan Stanley
New York
+$791K
5
JWCA
J.W. Cole Advisors
Florida
+$726K

Top Sellers

Rank Fund Capital Flow
1
ACM
Anfield Capital Management
California
-$3.72M
2
RG
Retirement Group
California
-$2.18M
3
Bank of America
Bank of America
North Carolina
-$2.08M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.8M
5
MWM
Meridian Wealth Management
Kentucky
-$802K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
101
American Portfolios Advisors
New York
$46.2K +$657 +46 +1%
PGAM
102
Princeton Global Asset Management
New Jersey
$46K – – –
WEC
103
Winslow Evans & Crocker
Massachusetts
$41K +$11.4K +800 +37%
SSB
104
Sandy Spring Bank
Maryland
$36K – – –
HGWM
105
Harvest Group Wealth Management
Massachusetts
$28K – – –
NFG
106
Next Financial Group
Texas
$26K +$27.1K +1,900 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
FFC
108
First Financial Corp
Indiana
$21K – – –
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$21K +$22.1K +1,550 New
ASN
110
Advisory Services Network
Georgia
$17K +$17.4K +1,215 New
WT
111
Whittier Trust
California
$17K +$17.8K +1,245 New
CFA
112
Carroll Financial Associates
North Carolina
$16K – – –
NSIM
113
North Star Investment Management
Illinois
$14K – – –
SIM
114
Sonora Investment Management
Arizona
$13K – – –
HCM
115
Highlander Capital Management
New Jersey
$13K +$300 +21 +2%
LWANC
116
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K – – –
PFS
117
Prospera Financial Services
Texas
$11K +$11.4K +800 New
SNT
118
Security National Trust
West Virginia
$9K – – –
SIS
119
Sound Income Strategies
Florida
$9K – – –
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$8K +$7.88K +552 New
NFSG
121
Newbridge Financial Services Group
Florida
$6K +$5.87K +411 New
Barclays
122
Barclays
United Kingdom
$6K +$6.27K +439 New
BAM
123
Bellevue Asset Management
Washington
$5K – – –
TF
124
Tompkins Financial
New York
$4K – – –
BFEC
125
Benjamin F. Edwards & Company
Missouri
$3K -$11.8K -829 -81%
2 3 4
5
6

ETV Hedge Fund Activity: Q3 2020 in Review

128 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2020, worth a combined $158M — down 6.6% from $169M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ETV positions and 11 closed out — a net gain of 5 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $4.49M. The largest seller was Anfield Capital Management, cutting an estimated $3.72M.

  • 128 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2020, up from 124 in Q2 2020.
  • Funds reported $158M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2020, down 6.6% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2020 and 11 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2020 was Franklin Resources, an estimated $4.49M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2020 was Anfield Capital Management, an estimated $3.72M sold.

Based on aggregated 13F filings for Q3 2020.