Eaton Vance Tax-Managed Buy-Write Opportunities Fund
136 hedge funds and large institutions have $180M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
29% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 35
14% more capital invested
Capital invested by funds: $158M → $180M (+$22.1M)
6% more funds holding
Funds holding: 128 → 136 (+8)
0.26% more ownership
Funds ownership: 12.58% → 12.83% (+0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.68M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.49M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.25M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.22M |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$913K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$2.08M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.38M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$965K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$689K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$394K |
ETV Hedge Fund Activity: Q4 2020 in Review
136 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2020, worth a combined $180M — up 14% from $158M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ETV positions and 12 closed out — a net gain of 11 holders — while 45 added to existing stakes and 35 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1.68M. The largest seller was RFG Advisory, cutting an estimated $2.08M.
- 136 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2020, up from 128 in Q3 2020.
- Funds reported $180M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2020, up 14% quarter-over-quarter.
- 23 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2020 and 12 closed out, a net change of +11 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2020 was Osaic Holdings, an estimated $1.68M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2020 was RFG Advisory, an estimated $2.08M sold.
Based on aggregated 13F filings for Q4 2020.