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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

142 hedge funds and large institutions have $189M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

5% more capital invested

Capital invested by funds: $180M → $189M (+$9.37M)

4% more funds holding

Funds holding: 136142 (+6)

0.38% more ownership

Funds ownership: 12.83%13.21% (+0.38%)

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
45
Reduced
36
Closed
10
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
$21.5M +$4.29M +281,424 +25%
Morgan Stanley
2
Morgan Stanley
New York
$14.2M -$367K -24,087 -3%
Invesco
3
Invesco
Georgia
$10.2M +$706K +46,340 +8%
UBS Group
4
UBS Group
Switzerland
$9.37M +$564K +37,058 +7%
Ameriprise
5
Ameriprise
Minnesota
$8.84M +$84.5K +5,552 +1%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.67M +$285K +18,724 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.55M +$323K +21,219 +4%
GC
8
Guggenheim Capital
Illinois
$8.52M -$335K -21,979 -4%
RA
9
RFG Advisory
Alabama
$7.58M +$309K +20,273 +4%
LPL Financial
10
LPL Financial
California
$7.28M -$723K -47,450 -9%
Wells Fargo
11
Wells Fargo
California
$5.16M -$77.4K -5,086 -2%
Franklin Resources
12
Franklin Resources
California
$4.96M +$60.4K +3,965 +1%
MIAN
13
Mariner Independent Advisor Network
Kansas
$4.79M +$151K +9,915 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.72M -$61.3K -4,023 -1%
NGA
15
Naples Global Advisors
Florida
$3.64M -$22.6K -1,485 -0.6%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.48M +$117K +7,662 +4%
HH
17
Hilltop Holdings
Texas
$3.41M +$997K +65,480 +42%
ACM
18
Anfield Capital Management
California
$3.08M -$256K -16,800 -8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3M +$59.6K +3,914 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.97M -$135K -8,885 -4%
OC
21
Oppenheimer & Co
New York
$2.49M +$21.3K +1,400 +0.9%
MA
22
Mutual Advisors
Nebraska
$2.38M +$48.6K +3,194 +2%
RJA
23
Raymond James & Associates
Florida
$2.13M -$76.5K -5,024 -4%
OWA
24
Outlook Wealth Advisors
Texas
$1.49M -$184K -12,086 -11%
AIFAIM
25
American Institute for Advanced Investment Management
Arizona
$1.35M +$18.8K +1,236 +1%

ETV Hedge Fund Activity: Q1 2021 in Review

142 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2021, worth a combined $189M — up 5.2% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETV positions and 10 closed out — a net gain of 7 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $4.29M. The largest seller was LPL Financial, cutting an estimated $723K.

  • 142 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2021, up from 136 in Q4 2020.
  • Funds reported $189M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2021, up 5.2% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2021 and 10 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2021 was Bank of America, an estimated $4.29M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2021 was LPL Financial, an estimated $723K sold.

Based on aggregated 13F filings for Q1 2021.