We are live on ! Find out more
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
AW
126
Avion Wealth
Texas
$102K +$97.5K +7,506 New
MA
127
Montag & Associates
Georgia
$94.3K
CWC
128
Carolinas Wealth Consulting
North Carolina
$79.4K +$46.3K +3,567 +159%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$48.5K
PGAM
130
Princeton Global Asset Management
New Jersey
$47.6K
OLVIG
131
Oliver Lagore Vanvalin Investment Group
Michigan
$41K +$26K +2,000 +200%
HI
132
Harbour Investments
Wisconsin
$36.5K
TSWM
133
Tyler-Stone Wealth Management
Ohio
$34.9K
BC
134
Barrett & Company
Rhode Island
$34.2K +$19.5K +1,500 +150%
GRP
135
Global Retirement Partners
California
$32.1K +$30.5K +2,351 New
US Bancorp
136
US Bancorp
Minnesota
$30.1K
BFEC
137
Benjamin F. Edwards & Company
Missouri
$30K -$65 -5 -0.2%
CA
138
CoreCap Advisors
Michigan
$29.9K -$4.16K -320 -13%
HGERS
139
Householder Group Estate & Retirement Specialist
Arizona
$18K
SWA
140
SOA Wealth Advisors
New York
$17.1K
FFA
141
Farther Finance Advisors
California
$14.4K +$13.8K +1,063 New
HBW
142
Hazlett, Burt & Watson
West Virginia
$14K -$3.6K -277 -21%
BCM
143
Blume Capital Management
California
$13.7K
GI
144
GAMMA Investing
California
$13.7K
RFA
145
Register Financial Advisors
Georgia
$10.3K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$10K
JP Morgan Chase
147
JP Morgan Chase
New York
$8.69K -$3.25K -250 -28%
SWM
148
Spire Wealth Management
Virginia
$7.07K
GWM
149
Geneos Wealth Management
Colorado
$6.83K
LFG
150
Larson Financial Group
Missouri
$6.83K +$6.5K +500 New

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.