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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

143 hedge funds and large institutions have $208M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $189M → $208M (+$19M)

1% more funds holding

Funds holding: 142 → 143 (+1)

0.61% more ownership

Funds ownership: 13.21% → 13.82% (+0.61%)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
57
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Arkadios Wealth Advisors
Georgia
+$3.19M
2
Bank of America
Bank of America
North Carolina
+$1.93M
3
Morgan Stanley
Morgan Stanley
New York
+$1.43M
4
Ameriprise
Ameriprise
Minnesota
+$1.19M
5
RJA
Raymond James & Associates
Florida
+$1M

Top Sellers

1
HH
Hilltop Holdings
Texas
-$1.34M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.03M
3
CAM
Cresset Asset Management
Illinois
-$928K
4
FFN
Focus Financial Network
Minnesota
-$635K
5
Principal Financial Group
Principal Financial Group
Iowa
-$409K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
126
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$96.2K -5,998 -86%
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$15K – – –
CBT
128
CoreFirst Bank & Trust
Kansas
$15K – – –
SIM
129
Sonora Investment Management
Arizona
$15K – – –
AF
130
Allworth Financial
California
$14K +$13.5K +843 New
JPLA
131
Joseph P. Lucia & Associates
New York
$12K – – –
SNT
132
Security National Trust
West Virginia
$11K – – –
SIS
133
Sound Income Strategies
Florida
$11K – – –
FCA
134
FinTrust Capital Advisors
South Carolina
$10K +$9.89K +617 New
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$9K – – –
LWANC
136
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
BAM
137
Bellevue Asset Management
Washington
$5K – – –
KFI
138
Key Financial Inc
Pennsylvania
$5K – – –
WWMSC
139
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$3.61K +225 New
PFGIA
140
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$64 +4 +2%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$2.44K – – –
BC
142
Bartlett & Co
Ohio
$2K – – –
CAM
143
Cresset Asset Management
Illinois
– -$928K -59,902 Closed
FFN
144
Focus Financial Network
Minnesota
– -$635K -40,992 Closed
Principal Financial Group
145
Principal Financial Group
Iowa
– -$409K -26,422 Closed
DWP
146
Destiny Wealth Partners
Florida
– -$179K -11,528 Closed
VFA
147
Valeo Financial Advisors
Indiana
– -$56K -3,585 Closed
SFS
148
Sowell Financial Services
Arkansas
– -$32K -2,000 Closed
ACM
149
Allred Capital Management
Texas
– -$7.75K -500 Closed
BC
150
Burleson & Co
California
– -$4K -241 Closed
3 4 5
6
7

ETV Hedge Fund Activity: Q2 2021 in Review

143 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2021, worth a combined $208M — up 10% from $189M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETV positions and 9 closed out — a net gain of 2 holders — while 57 added to existing stakes and 35 trimmed.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $3.19M. The largest seller was Hilltop Holdings, cutting an estimated $1.34M.

  • 143 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2021, up from 142 in Q1 2021.
  • Funds reported $208M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2021, up 10% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2021 and 9 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2021 was Arkadios Wealth Advisors, an estimated $3.19M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2021 was Hilltop Holdings, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2021.