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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

142 hedge funds and large institutions have $189M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

5% more capital invested

Capital invested by funds: $180M → $189M (+$9.37M)

4% more funds holding

Funds holding: 136 → 142 (+6)

0.38% more ownership

Funds ownership: 12.83% → 13.21% (+0.38%)

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.29M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.06M
3
HH
Hilltop Holdings
Texas
+$997K
4
Mariner
Mariner
Kansas
+$741K
5
Invesco
Invesco
Georgia
+$706K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$723K
2
Citigroup
Citigroup
New York
-$502K
3
Goldman Sachs
Goldman Sachs
New York
-$452K
4
Morgan Stanley
Morgan Stanley
New York
-$367K
5
GC
Guggenheim Capital
Illinois
-$335K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$150K +$149K +9,785 New
EFSCE
102
Enterprise Financial Services Corp (EFSC)
Missouri
$108K +$15 +1 +0%
MA
103
Montag & Associates
Georgia
$91K – – –
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$89K – – –
TWA
105
TCI Wealth Advisors
Arizona
$65K +$64.3K +4,225 New
GWM
106
Geneos Wealth Management
Colorado
$62K – – –
US Bancorp
107
US Bancorp
Minnesota
$61K – – –
VFA
108
Valeo Financial Advisors
Indiana
$56K – – –
APA
109
American Portfolios Advisors
New York
$53.1K +$685 +45 +1%
PGAM
110
Princeton Global Asset Management
New Jersey
$51K – – –
SSB
111
Sandy Spring Bank
Maryland
$40K – – –
COCM
112
Charter Oak Capital Management
New Hampshire
$38K – – –
TWM
113
Tradition Wealth Management
Minnesota
$35K +$746 +49 +2%
SFS
114
Sowell Financial Services
Arkansas
$32K +$30.5K +2,000 New
CFB
115
Cullen/Frost Bankers
Texas
$29K +$28.6K +1,875 New
NFG
116
Next Financial Group
Texas
$27K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
FF
118
FourThought Financial
Florida
$24K – – –
FFC
119
First Financial Corp
Indiana
$23K – – –
PA
120
Parallel Advisors
California
$22K – – –
SWA
121
SOA Wealth Advisors
New York
$19K – – –
WT
122
Whittier Trust
California
$19K – – –
CFA
123
Carroll Financial Associates
North Carolina
$18K – – –
CBT
124
CoreFirst Bank & Trust
Kansas
$15K – – –
HCM
125
Highlander Capital Management
New Jersey
$15K +$320 +21 +2%
3 4
5
6 7

ETV Hedge Fund Activity: Q1 2021 in Review

142 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2021, worth a combined $189M — up 5.2% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETV positions and 10 closed out — a net gain of 7 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $4.29M. The largest seller was LPL Financial, cutting an estimated $723K.

  • 142 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2021, up from 136 in Q4 2020.
  • Funds reported $189M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2021, up 5.2% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2021 and 10 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2021 was Bank of America, an estimated $4.29M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2021 was LPL Financial, an estimated $723K sold.

Based on aggregated 13F filings for Q1 2021.