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.
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: 142 → 143 (+1)
0.61% more ownership
Funds ownership: 13.21% → 13.82% (+0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$3.19M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.93M |
| 3 |
Morgan Stanley
New York
|
+$1.43M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.19M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.34M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.03M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$928K |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$635K |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$409K |
ETV Hedge Fund Activity: Q2 2021 in Review
143 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2021, worth a combined $208M — up 10% from $189M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ETV positions and 9 closed out — a net gain of 2 holders — while 57 added to existing stakes and 35 trimmed.
The largest buyer was Arkadios Wealth Advisors, adding an estimated $3.19M. The largest seller was Hilltop Holdings, cutting an estimated $1.34M.
- 143 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2021, up from 142 in Q1 2021.
- Funds reported $208M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2021, up 10% quarter-over-quarter.
- 11 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2021 and 9 closed out, a net change of +2 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2021 was Arkadios Wealth Advisors, an estimated $3.19M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2021 was Hilltop Holdings, an estimated $1.34M sold.
Based on aggregated 13F filings for Q2 2021.