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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

156 hedge funds and large institutions have $259M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $239M → $259M (+$20M)

2% more funds holding

Funds holding: 153156 (+3)

0.38% more ownership

Funds ownership: 15.87%16.25% (+0.38%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
46
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$173K
BWM
102
Birchcreek Wealth Management
Ohio
$172K
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$172K +$164K +12,590 New
IWC
104
Integrated Wealth Concepts
Massachusetts
$171K -$12.2K -936 -7%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$171K -$71.5K -5,506 -31%
Empower Advisory Group
106
Empower Advisory Group
Colorado
$170K
KWM
107
Kingsview Wealth Management
Oregon
$169K -$3.47K -267 -2%
MCCA
108
Mill Creek Capital Advisors
Pennsylvania
$166K
NWMG
109
National Wealth Management Group
Ohio
$164K -$7.8K -600 -5%
JWCA
110
J.W. Cole Advisors
Florida
$162K -$70.1K -5,397 -31%
WB
111
WesBanco Bank
West Virginia
$157K
SWP
112
Semus Wealth Partners
Florida
$154K -$14.5K -1,114 -9%
Comerica Bank
113
Comerica Bank
Texas
$154K
PA
114
Pinnacle Associates
New York
$153K
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$152K +$195 +15 +0.1%
AWS
116
Atria Wealth Solutions
New York
$142K -$336K -25,867 -71%
CCMG
117
Clark Capital Management Group
Pennsylvania
$142K
IGWM
118
ICA Group Wealth Management
Colorado
$140K -$105K -8,067 -44%
CCG
119
Capital CS Group
California
$140K +$1.65K +127 +1%
AAS
120
Ameritas Advisory Services
Nebraska
$138K
WCM
121
Westend Capital Management
California
$128K -$19.8K -1,527 -14%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$124K -$26.1K -2,012 -18%
PA
123
Parallel Advisors
California
$115K +$1.21K +93 +1%
OW
124
Olistico Wealth
Oklahoma
$115K +$109K +8,400 New
PTC
125
Private Trust Company
Ohio
$103K +$117 +9 +0.1%

ETV Hedge Fund Activity: Q2 2024 in Review

156 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2024, worth a combined $259M — up 8.4% from $239M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETV positions and 11 closed out — a net gain of 6 holders — while 46 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $3.03M. The largest seller was Osaic Holdings, cutting an estimated $1.6M.

  • 156 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2024, up from 153 in Q1 2024.
  • Funds reported $259M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2024 and 11 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2024 was Invesco, an estimated $3.03M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2024 was Osaic Holdings, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2024.