We are live on ! Find out more
ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

153 hedge funds and large institutions have $239M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 41

2% less capital invested

Capital invested by funds: $243M → $239M (-$4.08M)

1.04% less ownership

Funds ownership: 16.91% → 15.87% (-1%)

4% less funds holding

Funds holding: 159 → 153 (-6)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
153
Holders Change
-6
Holders Change %
-3.77%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
58
Reduced
41
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$5.57M
2
WS
Wedbush Securities
California
+$1.18M
3
SFS
Shaker Financial Services
Virginia
+$977K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$910K
5
Cohen & Steers
Cohen & Steers
New York
+$872K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$22M
2
SIA
Sit Investment Associates
Minnesota
-$2.72M
3
Invesco
Invesco
Georgia
-$1.65M
4
IC
IEQ Capital
California
-$810K
5
AAM
Advisors Asset Management
Colorado
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
101
Principle Wealth Partners
Connecticut
$166K – – –
MFG
102
Merit Financial Group
Georgia
$164K – – –
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$164K -$57.3K -4,500 -26%
KWM
104
Kingsview Wealth Management
Oregon
$164K – – –
NWMG
105
National Wealth Management Group
Ohio
$163K – – –
BWM
106
Birchcreek Wealth Management
Ohio
$163K – – –
Empower Advisory Group
107
Empower Advisory Group
Colorado
$161K – – –
SWP
108
Semus Wealth Partners
Florida
$160K -$7.95K -625 -5%
MCCA
109
Mill Creek Capital Advisors
Pennsylvania
$157K +$155K +12,151 New
WB
110
WesBanco Bank
West Virginia
$148K – – –
AF
111
Allworth Financial
California
$147K – – –
Comerica Bank
112
Comerica Bank
Texas
$145K – – –
PA
113
Pinnacle Associates
New York
$145K – – –
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$144K +$89 +7 +0.1%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$144K -$60.8K -4,776 -30%
WCM
116
Westend Capital Management
California
$143K +$140K +11,023 New
CCMG
117
Clark Capital Management Group
Pennsylvania
$134K – – –
CCG
118
Capital CS Group
California
$131K +$129K +10,119 New
AAS
119
Ameritas Advisory Services
Nebraska
$130K +$128K +10,080 New
PA
120
Parallel Advisors
California
$108K +$738 +58 +0.7%
PTC
121
Private Trust Company
Ohio
$97.4K +$165 +13 +0.2%
MA
122
Montag & Associates
Georgia
$89.2K – – –
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$45.9K – – –
PGAM
124
Princeton Global Asset Management
New Jersey
$45K – – –
HI
125
Harbour Investments
Wisconsin
$34.5K – – –
3 4
5
6 7

ETV Hedge Fund Activity: Q1 2024 in Review

153 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2024, worth a combined $239M — down 1.7% from $243M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ETV and 13 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 58 added.

The largest buyer was Cornerstone Advisors, adding an estimated $5.57M. The largest seller was Morgan Stanley, cutting an estimated $22M.

  • 153 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2024, down from 159 in Q4 2023.
  • Funds reported $239M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2024 and 19 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $5.57M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2024.