Eaton Vance Tax-Managed Buy-Write Opportunities Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$14.7M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.67M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.67M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.31M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$11.5M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.36M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$918K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$574K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$500K |
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.