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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

128 hedge funds and large institutions have $158M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

3% more funds holding

Funds holding: 124 → 128 (+4)

0.62% less ownership

Funds ownership: 13.2% → 12.58% (-0.62%)

7% less capital invested

Capital invested by funds: $169M → $158M (-$11.2M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
43
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$4.49M
2
Wells Fargo
Wells Fargo
California
+$1.68M
3
WAM
Weiss Asset Management
Massachusetts
+$996K
4
Morgan Stanley
Morgan Stanley
New York
+$791K
5
JWCA
J.W. Cole Advisors
Florida
+$726K

Top Sellers

1
ACM
Anfield Capital Management
California
-$3.72M
2
RG
Retirement Group
California
-$2.18M
3
Bank of America
Bank of America
North Carolina
-$2.08M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.8M
5
MWM
Meridian Wealth Management
Kentucky
-$802K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$14.1M -$2.08M -145,422 -12%
Morgan Stanley
2
Morgan Stanley
New York
$12.3M +$791K +55,399 +7%
GC
3
Guggenheim Capital
Illinois
$9.22M -$156K -10,894 -2%
RA
4
RFG Advisory
Alabama
$8.47M +$111K +7,744 +1%
Invesco
5
Invesco
Georgia
$8.18M -$416K -29,126 -5%
UBS Group
6
UBS Group
Switzerland
$8.08M +$128K +8,962 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.28M +$331K +23,203 +5%
LPL Financial
8
LPL Financial
California
$7.03M -$412K -28,874 -5%
Ameriprise
9
Ameriprise
Minnesota
$6.6M -$571K -39,967 -8%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.88M +$86.7K +6,069 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.64M +$279K +19,527 +6%
Franklin Resources
12
Franklin Resources
California
$4.35M +$4.49M +314,327 New
Wells Fargo
13
Wells Fargo
California
$4.25M +$1.68M +117,361 +62%
MIAN
14
Mariner Independent Advisor Network
Kansas
$4.13M -$18.6K -1,299 -0.4%
ACM
15
Anfield Capital Management
California
$3.33M -$3.72M -260,355 -52%
NGA
16
Naples Global Advisors
Florida
$3.23M +$165K +11,550 +5%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.93M -$630K -44,148 -17%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.61M +$65.6K +4,592 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.41M +$37.9K +2,652 +2%
OC
20
Oppenheimer & Co
New York
$2.32M -$31.4K -2,200 -1%
MA
21
Mutual Advisors
Nebraska
$2.08M +$43.2K +3,024 +2%
RJA
22
Raymond James & Associates
Florida
$2.04M +$126K +8,848 +6%
OWA
23
Outlook Wealth Advisors
Texas
$1.18M -$55.6K -3,893 -4%
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$1.16M +$39.1K +2,737 +3%
UAS
25
United Asset Strategies
New York
$1.13M +$70.4K +4,930 +6%
1
2 3 4 5

ETV Hedge Fund Activity: Q3 2020 in Review

128 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2020, worth a combined $158M — down 6.6% from $169M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ETV positions and 11 closed out — a net gain of 5 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $4.49M. The largest seller was Anfield Capital Management, cutting an estimated $3.72M.

  • 128 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2020, up from 124 in Q2 2020.
  • Funds reported $158M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2020, down 6.6% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2020 and 11 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2020 was Franklin Resources, an estimated $4.49M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2020 was Anfield Capital Management, an estimated $3.72M sold.

Based on aggregated 13F filings for Q3 2020.