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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

143 hedge funds and large institutions have $208M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $189M → $208M (+$19M)

1% more funds holding

Funds holding: 142143 (+1)

0.61% more ownership

Funds ownership: 13.21%13.82% (+0.61%)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
57
Reduced
35
Closed
9
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
$24.5M +$1.93M +120,463 +9%
Morgan Stanley
2
Morgan Stanley
New York
$16.4M +$1.43M +88,985 +10%
Invesco
3
Invesco
Georgia
$11.5M +$790K +49,290 +7%
Ameriprise
4
Ameriprise
Minnesota
$10.5M +$1.19M +74,342 +13%
UBS Group
5
UBS Group
Switzerland
$10.1M +$258K +16,074 +3%
GC
6
Guggenheim Capital
Illinois
$9.47M +$508K +31,668 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.82M -$162K -10,126 -2%
RA
8
RFG Advisory
Alabama
$8.23M +$267K +16,625 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.06M -$1.03M -64,508 -12%
LPL Financial
10
LPL Financial
California
$7.52M -$135K -8,447 -2%
Wells Fargo
11
Wells Fargo
California
$5.38M -$39.7K -2,478 -0.7%
Franklin Resources
12
Franklin Resources
California
$5.16M -$57.8K -3,602 -1%
MIAN
13
Mariner Independent Advisor Network
Kansas
$5.1M +$64.4K +4,017 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.65M -$306K -19,056 -6%
AWA
15
Arkadios Wealth Advisors
Georgia
$4.27M +$3.19M +198,847 +313%
NGA
16
Naples Global Advisors
Florida
$4.09M +$266K +16,570 +7%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.84M +$176K +10,957 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.36M +$238K +14,846 +8%
ACM
19
Anfield Capital Management
California
$3.31M +$79.6K +4,962 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.31M +$156K +9,751 +5%
RJA
21
Raymond James & Associates
Florida
$3.26M +$1M +62,518 +45%
OC
22
Oppenheimer & Co
New York
$2.84M +$222K +13,853 +9%
MA
23
Mutual Advisors
Nebraska
$2.54M +$36.6K +2,280 +1%
HH
24
Hilltop Holdings
Texas
$2.23M -$1.34M -83,389 -38%
OWA
25
Outlook Wealth Advisors
Texas
$1.72M +$148K +9,229 +10%