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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

136 hedge funds and large institutions have $214M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 32

3% more capital invested

Capital invested by funds: $208M → $214M (+$5.74M)

0.65% more ownership

Funds ownership: 13.82% → 14.47% (+0.65%)

5% less funds holding

Funds holding: 143 → 136 (-7)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
54
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$2.42M
2
BPA
Beacon Pointe Advisors
California
+$2.28M
3
Morgan Stanley
Morgan Stanley
New York
+$2.22M
4
GC
Guggenheim Capital
Illinois
+$2.12M
5
HH
Hilltop Holdings
Texas
+$631K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$822K
2
Osaic Holdings
Osaic Holdings
Arizona
-$332K
3
HSA
HBK Sorce Advisory
Pennsylvania
-$222K
4
WAM
Wolverine Asset Management
Illinois
-$219K
5
OFG
OTA Financial Group
New York
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$23.9M -$157K -9,534 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$18.3M +$2.22M +134,575 +13%
Invesco
3
Invesco
Georgia
$13.7M +$2.42M +147,187 +21%
GC
4
Guggenheim Capital
Illinois
$11.4M +$2.12M +128,480 +22%
UBS Group
5
UBS Group
Switzerland
$10.2M +$261K +15,860 +3%
Ameriprise
6
Ameriprise
Minnesota
$9.48M -$822K -49,933 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.01M +$354K +21,516 +4%
RA
8
RFG Advisory
Alabama
$7.97M -$118K -7,176 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.6M -$332K -20,187 -4%
LPL Financial
10
LPL Financial
California
$7.22M -$163K -9,887 -2%
Wells Fargo
11
Wells Fargo
California
$5.56M +$285K +17,324 +5%
Franklin Resources
12
Franklin Resources
California
$5.13M +$64.5K +3,915 +1%
MIAN
13
Mariner Independent Advisor Network
Kansas
$5.09M +$71.4K +4,337 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.57M +$5.76K +350 +0.1%
NGA
15
Naples Global Advisors
Florida
$4.08M +$65.5K +3,980 +2%
AWA
16
Arkadios Wealth Advisors
Georgia
$4.02M -$179K -10,872 -4%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.88M +$121K +7,338 +3%
RJA
18
Raymond James & Associates
Florida
$3.81M +$626K +37,994 +19%
ACM
19
Anfield Capital Management
California
$3.33M +$81.7K +4,962 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.25M +$3.11K +189 +0.1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.17M -$135K -8,186 -4%
HH
22
Hilltop Holdings
Texas
$2.8M +$631K +38,356 +28%
OC
23
Oppenheimer & Co
New York
$2.72M -$78.9K -4,794 -3%
MA
24
Mutual Advisors
Nebraska
$2.53M +$35.4K +2,153 +1%
BPA
25
Beacon Pointe Advisors
California
$2.47M +$2.28M +138,316 +869%
1
2 3 4 5

ETV Hedge Fund Activity: Q3 2021 in Review

136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2021, worth a combined $214M — up 2.8% from $208M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ETV and 7 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 54 added.

The largest buyer was Invesco, adding an estimated $2.42M. The largest seller was Ameriprise, cutting an estimated $822K.

  • 136 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2021, down from 143 in Q2 2021.
  • Funds reported $214M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2021, up 2.8% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2021 and 10 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2021 was Invesco, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2021 was Ameriprise, an estimated $822K sold.

Based on aggregated 13F filings for Q3 2021.