Eaton Vance Tax-Managed Buy-Write Opportunities Fund
124 hedge funds and large institutions have $169M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 22 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 33
13% more capital invested
Capital invested by funds: $150M → $169M (+$19.2M)
0.53% less ownership
Funds ownership: 13.72% → 13.2% (-0.53%)
7% less funds holding
Funds holding: 134 → 124 (-10)
45% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 22
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
+$3.09M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.72M |
| 3 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$1.2M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.03M |
| 5 |
Morgan Stanley
New York
|
+$983K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$3.45M |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$2.89M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.38M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.98M |
| 5 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$1.72M |
ETV Hedge Fund Activity: Q2 2020 in Review
124 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2020, worth a combined $169M — up 13% from $150M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of ETV and 12 opened new positions — a net loss of 10 holders — while 33 trimmed existing stakes and 42 added.
The largest buyer was Anfield Capital Management, adding an estimated $3.09M. The largest seller was Strategic Blueprint, exiting entirely with an estimated $3.45M sold.
- 124 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2020, down from 134 in Q1 2020.
- Funds reported $169M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2020, up 13% quarter-over-quarter.
- 12 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2020 and 22 closed out, a net change of -10 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2020 was Anfield Capital Management, an estimated $3.09M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2020 was Strategic Blueprint, an estimated $3.45M sold.
Based on aggregated 13F filings for Q2 2020.