Eaton Vance Tax-Managed Buy-Write Opportunities Fund
159 hedge funds and large institutions have $222M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
20% more capital invested
Capital invested by funds: $185M → $222M (+$37.2M)
7% more funds holding
Funds holding: 149 → 159 (+10)
2.21% more ownership
Funds ownership: 13.24% → 15.44% (+2.2%)
8% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$8.21M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.73M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.07M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.71M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.41M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.24M |
| 3 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$449K |
| 4 |
EC
Elequin Capital
New York
|
-$405K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$383K |
ETV Hedge Fund Activity: Q4 2023 in Review
159 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2023, worth a combined $222M — up 20% from $185M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ETV positions and 9 closed out — a net gain of 12 holders — while 48 added to existing stakes and 52 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $8.21M. The largest seller was Osaic Holdings, cutting an estimated $1.41M.
- 159 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2023, up from 149 in Q3 2023.
- Funds reported $222M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2023, up 20% quarter-over-quarter.
- 21 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2023 and 9 closed out, a net change of +12 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2023 was Cornerstone Advisors, an estimated $8.21M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2023 was Osaic Holdings, an estimated $1.41M sold.
Based on aggregated 13F filings for Q4 2023.