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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

128 hedge funds and large institutions have $158M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

3% more funds holding

Funds holding: 124 → 128 (+4)

0.62% less ownership

Funds ownership: 13.2% → 12.58% (-0.62%)

7% less capital invested

Capital invested by funds: $169M → $158M (-$11.2M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
43
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$4.49M
2
Wells Fargo
Wells Fargo
California
+$1.68M
3
WAM
Weiss Asset Management
Massachusetts
+$996K
4
Morgan Stanley
Morgan Stanley
New York
+$791K
5
JWCA
J.W. Cole Advisors
Florida
+$726K

Top Sellers

Rank Fund Capital Flow
1
ACM
Anfield Capital Management
California
-$3.72M
2
RG
Retirement Group
California
-$2.18M
3
Bank of America
Bank of America
North Carolina
-$2.08M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.8M
5
MWM
Meridian Wealth Management
Kentucky
-$802K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
126
Bartlett & Co Wealth Management
Ohio
$2.08K – – –
BC
127
Bartlett & Co
Ohio
$2K – – –
PA
128
Parallel Advisors
California
$2K +$14 +1 +0.6%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
– -$1.8M -127,492 Closed
Millennium Management
130
Millennium Management
New York
– -$231K -16,332 Closed
ST
131
Sabal Trust
Florida
– -$230K -16,300 Closed
SBSB
132
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$181K -12,812 Closed
Jane Street
133
Jane Street
New York
– -$165K -11,707 Closed
SF
134
Synovus Financial
Georgia
– -$26K -1,863 Closed
TFS
135
TrustCore Financial Services
Tennessee
– -$21K -1,500 Closed
BFIM
136
Beese Fulmer Investment Management
Ohio
– -$14K -1,000 Closed
FEG
137
Financial Enhancement Group
Indiana
– -$14K -1,000 Closed
JPLA
138
Joseph P. Lucia & Associates
New York
– -$14K -1,000 Closed
TRCT
139
Tower Research Capital (TRC)
New York
– -$8K -600 Closed
2 3 4 5
6

ETV Hedge Fund Activity: Q3 2020 in Review

128 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2020, worth a combined $158M — down 6.6% from $169M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ETV positions and 11 closed out — a net gain of 5 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $4.49M. The largest seller was Anfield Capital Management, cutting an estimated $3.72M.

  • 128 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2020, up from 124 in Q2 2020.
  • Funds reported $158M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2020, down 6.6% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2020 and 11 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2020 was Franklin Resources, an estimated $4.49M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2020 was Anfield Capital Management, an estimated $3.72M sold.

Based on aggregated 13F filings for Q3 2020.