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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

143 hedge funds and large institutions have $208M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $189M → $208M (+$19M)

1% more funds holding

Funds holding: 142143 (+1)

0.61% more ownership

Funds ownership: 13.21%13.82% (+0.61%)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
57
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$175K -$168K -10,455 -49%
BW
102
Bison Wealth
Georgia
$167K -$16K -999 -9%
APA
103
American Portfolios Advisors
New York
$100K +$43.8K +2,729 +80%
MA
104
Montag & Associates
Georgia
$96K
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$93K
TWA
106
TCI Wealth Advisors
Arizona
$69K
GWM
107
Geneos Wealth Management
Colorado
$69K +$4.81K +300 +8%
US Bancorp
108
US Bancorp
Minnesota
$64K
PGAM
109
Princeton Global Asset Management
New Jersey
$54K
HFA
110
Hoover Financial Advisors
Pennsylvania
$41K +$40.3K +2,516 New
COCM
111
Charter Oak Capital Management
New Hampshire
$40K
NFG
112
Next Financial Group
Texas
$39K +$10.3K +644 +37%
TWM
113
Tradition Wealth Management
Minnesota
$38K +$770 +48 +2%
SSB
114
Sandy Spring Bank
Maryland
$33K -$9.62K -600 -23%
CFB
115
Cullen/Frost Bankers
Texas
$31K
SWM
116
Spire Wealth Management
Virginia
$26K -$131K -8,167 -83%
FF
117
FourThought Financial
Florida
$26K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$25K
FFC
119
First Financial Corp
Indiana
$24K
PA
120
Parallel Advisors
California
$23K -$16 -1 -0.1%
SWA
121
SOA Wealth Advisors
New York
$20K
WT
122
Whittier Trust
California
$20K
CFA
123
Carroll Financial Associates
North Carolina
$19K
HCM
124
Highlander Capital Management
New Jersey
$16K +$321 +20 +2%
ASN
125
Advisory Services Network
Georgia
$16K +$16K +1,000 New