We are live on ! Find out more
ETV

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.

New
Increased
Maintained
Reduced
Closed

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: 134124 (-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: 21 (-1)

Holders
124
Holders Change
-10
Holders Change %
-7.46%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
42
Reduced
33
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.5M -$919K -68,203 -6%
Morgan Stanley
2
Morgan Stanley
New York
$11.8M +$983K +72,926 +10%
GC
3
Guggenheim Capital
Illinois
$9.57M -$631K -46,827 -6%
Invesco
4
Invesco
Georgia
$8.76M -$1.98M -146,604 -19%
RA
5
RFG Advisory
Alabama
$8.54M -$23.8K -1,769 -0.3%
UBS Group
6
UBS Group
Switzerland
$8.12M -$448K -33,245 -5%
LPL Financial
7
LPL Financial
California
$7.59M +$161K +11,976 +2%
Ameriprise
8
Ameriprise
Minnesota
$7.31M +$517K +38,346 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.11M -$7.3K -542 -0.1%
ACM
10
Anfield Capital Management
California
$7.08M +$3.09M +229,506 +84%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.91M -$389K -28,886 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.47M +$42.3K +3,140 +1%
FTI
13
Fiduciary Trust International
Massachusetts
$4.42M +$25.7K +1,910 +0.6%
MIAN
14
Mariner Independent Advisor Network
Kansas
$4.24M +$46.4K +3,444 +1%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.62M +$1.03M +76,351 +42%
NGA
16
Naples Global Advisors
Florida
$3.14M -$106K -7,835 -3%
RG
17
Retirement Group
California
$2.69M +$2.57M +190,892 New
Wells Fargo
18
Wells Fargo
California
$2.69M +$937K +69,503 +58%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.6M +$72.3K +5,364 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.42M +$51.9K +3,851 +2%
OC
21
Oppenheimer & Co
New York
$2.4M -$80.9K -6,000 -3%
MA
22
Mutual Advisors
Nebraska
$2.08M +$32.4K +2,404 +2%
RJA
23
Raymond James & Associates
Florida
$1.96M -$117K -8,705 -6%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.8M +$1.72M +127,492 New
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.33M -$1.31M -97,406 -51%

ETV Hedge Fund Activity: Q2 2020 in Review

124 of the 4,877 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.