We are live on ! Find out more
ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

165 hedge funds and large institutions have $260M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

6% more funds holding

Funds holding: 156 → 165 (+9)

0.85% more ownership

Funds ownership: 16.25% → 17.11% (+0.85%)

0% more capital invested

Capital invested by funds: $259M → $260M (+$1.04M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
58
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$14.7M
2
PCM
Penserra Capital Management
California
+$4.67M
3
SWP
Stratos Wealth Partners
Ohio
+$1.67M
4
Invesco
Invesco
Georgia
+$1.31M
5
PAG
Private Advisor Group
New Jersey
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$11.5M
2
LCM
Landscape Capital Management
New Jersey
-$2.36M
3
SFS
Shaker Financial Services
Virginia
-$918K
4
BRWA
B. Riley Wealth Advisors
Florida
-$574K
5
KAS
Kestra Advisory Services
Texas
-$500K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
101
Main Street Group
Virginia
$205K -$7.77K -578 -4%
ACM
102
AlphaStar Capital Management
North Carolina
$198K – – –
FWM
103
Focused Wealth Management
New York
$195K +$3.66K +272 +2%
JCM
104
Jacobi Capital Management
Pennsylvania
$187K +$2.64K +196 +1%
BB
105
Burford Brothers
Texas
$182K – – –
SPC
106
Sigma Planning Corp
Michigan
$181K +$176K +13,090 New
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$179K +$5.89K +438 +4%
PWP
108
Principle Wealth Partners
Connecticut
$177K +$172K +12,800 New
CA
109
Cannon Advisors
North Carolina
$175K +$172K +12,825 New
TSMHT
110
Thurston Springer Miller Herd & Titak
Indiana
$174K +$169K +12,603 New
BWM
111
Birchcreek Wealth Management
Ohio
$174K – – –
Empower Advisory Group
112
Empower Advisory Group
Colorado
$172K – – –
IWC
113
Integrated Wealth Concepts
Massachusetts
$171K -$1.7K -126 -1%
CWM
114
Cornerstone Wealth Management
Missouri
$170K -$21.3K -1,584 -11%
MFG
115
Merit Financial Group
Georgia
$168K -$7.96K -592 -5%
MCCA
116
Mill Creek Capital Advisors
Pennsylvania
$168K – – –
KWM
117
Kingsview Wealth Management
Oregon
$164K -$6.72K -500 -4%
JWCA
118
J.W. Cole Advisors
Florida
$164K – – –
Comerica Bank
119
Comerica Bank
Texas
$155K – – –
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$154K +$390 +29 +0.3%
AWS
121
Atria Wealth Solutions
New York
$144K +$242 +18 +0.2%
CCMG
122
Clark Capital Management Group
Pennsylvania
$143K – – –
CCG
123
Capital CS Group
California
$143K +$1.48K +110 +1%
BAM
124
Belpointe Asset Management
Nevada
$140K +$137K +10,181 New
FCA
125
Fortis Capital Advisors
Kansas
$140K +$137K +10,181 New
3 4
5
6 7

ETV Hedge Fund Activity: Q3 2024 in Review

165 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2024, worth a combined $260M — up 0.4% from $259M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ETV positions and 13 closed out — a net gain of 12 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $14.7M. The largest seller was Cornerstone Advisors, cutting an estimated $11.5M.

  • 165 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2024, up from 156 in Q2 2024.
  • Funds reported $260M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2024, up 0.4% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2024 and 13 closed out, a net change of +12 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $14.7M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2024.