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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

149 hedge funds and large institutions have $185M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

1% more funds holding

Funds holding: 148 → 149 (+1)

0.16% less ownership

Funds ownership: 13.4% → 13.24% (-0.16%)

7% less capital invested

Capital invested by funds: $200M → $185M (-$14.8M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
49
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$7.26M
2
Invesco
Invesco
Georgia
+$2.05M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.02M
4
GC
Guggenheim Capital
Illinois
+$787K
5
EC
Elequin Capital
New York
+$672K

Top Sellers

1
PFP
Paragon Financial Partners
California
-$5.8M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$2.52M
3
WAM
Wolverine Asset Management
Illinois
-$2M
4
LCM
Landscape Capital Management
New Jersey
-$1.53M
5
Morgan Stanley
Morgan Stanley
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.9M -$1.1M -85,796 -5%
Invesco
2
Invesco
Georgia
$12.7M +$2.05M +160,091 +18%
CA
3
Cornerstone Advisors
North Carolina
$11.4M +$7.26M +567,824 +149%
GC
4
Guggenheim Capital
Illinois
$10.9M +$787K +61,534 +7%
LPL Financial
5
LPL Financial
California
$10.5M -$346K -27,055 -3%
Bank of America
6
Bank of America
North Carolina
$7.72M +$290K +22,660 +4%
UBS Group
7
UBS Group
Switzerland
$7.51M +$475K +37,154 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.43M +$1.02M +79,386 +17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.95M +$250K +19,536 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.23M -$300K -23,487 -5%
RJA
11
Raymond James & Associates
Florida
$4.69M +$529K +41,333 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.25M -$227K -17,727 -5%
Franklin Resources
13
Franklin Resources
California
$3.96M +$58.7K +4,587 +1%
SIA
14
Sit Investment Associates
Minnesota
$3.87M -$497K -38,883 -11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.21M +$253K +19,746 +8%
Mariner
16
Mariner
Kansas
$3.2M -$286K -22,391 -8%
Truist Financial
17
Truist Financial
North Carolina
$3.2M +$286K +22,321 +9%
Ameriprise
18
Ameriprise
Minnesota
$3M -$258K -20,173 -8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.99M +$97.7K +7,636 +3%
Wells Fargo
20
Wells Fargo
California
$2.97M -$265K -20,703 -8%
NGA
21
Naples Global Advisors
Florida
$2.88M -$195K -15,270 -6%
KIM
22
Karpus Investment Management
New York
$2.57M -$81.9K -6,400 -3%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.42M +$27.2K +2,128 +1%
BPA
24
Beacon Pointe Advisors
California
$2.34M +$316K +24,740 +14%
IC
25
IEQ Capital
California
$2.32M +$72.1K +5,636 +3%
1
2 3 4 5

ETV Hedge Fund Activity: Q3 2023 in Review

149 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2023, worth a combined $185M — down 7.4% from $200M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETV positions and 8 closed out — a net gain of 2 holders — while 49 added to existing stakes and 47 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $7.26M. The largest seller was Paragon Financial Partners, exiting entirely with an estimated $5.8M sold.

  • 149 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2023, up from 148 in Q2 2023.
  • Funds reported $185M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $7.26M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2023 was Paragon Financial Partners, an estimated $5.8M sold.

Based on aggregated 13F filings for Q3 2023.