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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

142 hedge funds and large institutions have $189M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

5% more capital invested

Capital invested by funds: $180M → $189M (+$9.37M)

4% more funds holding

Funds holding: 136142 (+6)

0.38% more ownership

Funds ownership: 12.83%13.21% (+0.38%)

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
45
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
126
Sonora Investment Management
Arizona
$14K
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$14K +$13.7K +900 New
JPLA
128
Joseph P. Lucia & Associates
New York
$12K
SIS
129
Sound Income Strategies
Florida
$10.5K
SNT
130
Security National Trust
West Virginia
$10K
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$9K +$8.4K +552 New
ACM
132
Allred Capital Management
Texas
$7.75K +$7.61K +500 New
LWANC
133
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K -$7.61K -500 -56%
BAM
134
Bellevue Asset Management
Washington
$5K
KFI
135
Key Financial Inc
Pennsylvania
$5K
TF
136
Tompkins Financial
New York
$5K
BC
137
Burleson & Co
California
$4K +$3.67K +241 New
BFEC
138
Benjamin F. Edwards & Company
Missouri
$3K
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$46 +3 +2%
BCWM
140
Bartlett & Co Wealth Management
Ohio
$2.32K
BC
141
Bartlett & Co
Ohio
$2K
Goldman Sachs
142
Goldman Sachs
New York
-$452K -29,430 Closed
M&T Bank
143
M&T Bank
New York
-$218K -14,229 Closed
CCG
144
Capital CS Group
California
-$217K -14,168 Closed
KPWS
145
Kestra Private Wealth Services
Texas
-$165K -10,806 Closed
CG
146
CFO4Life Group
Texas
-$165K -10,774 Closed
GWS
147
Glassman Wealth Services
Virginia
-$65K -4,243 Closed
AWG
148
Altus Wealth Group
Colorado
-$44K -2,875 Closed
HGWM
149
Harvest Group Wealth Management
Massachusetts
-$31K -2,002 Closed
ASN
150
Advisory Services Network
Georgia
-$15K -1,000 Closed

ETV Hedge Fund Activity: Q1 2021 in Review

142 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2021, worth a combined $189M — up 5.2% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETV positions and 10 closed out — a net gain of 7 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $4.29M. The largest seller was LPL Financial, cutting an estimated $723K.

  • 142 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2021, up from 136 in Q4 2020.
  • Funds reported $189M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2021, up 5.2% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2021 and 10 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2021 was Bank of America, an estimated $4.29M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2021 was LPL Financial, an estimated $723K sold.

Based on aggregated 13F filings for Q1 2021.