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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

153 hedge funds and large institutions have $239M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 41

2% less capital invested

Capital invested by funds: $243M → $239M (-$4.08M)

1.04% less ownership

Funds ownership: 16.91% → 15.87% (-1%)

4% less funds holding

Funds holding: 159 → 153 (-6)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
153
Holders Change
-6
Holders Change %
-3.77%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
58
Reduced
41
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$5.57M
2
WS
Wedbush Securities
California
+$1.18M
3
SFS
Shaker Financial Services
Virginia
+$977K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$910K
5
Cohen & Steers
Cohen & Steers
New York
+$872K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$22M
2
SIA
Sit Investment Associates
Minnesota
-$2.72M
3
Invesco
Invesco
Georgia
-$1.65M
4
IC
IEQ Capital
California
-$810K
5
AAM
Advisors Asset Management
Colorado
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cornerstone Advisors
North Carolina
$26.7M +$5.57M +437,703 +27%
Morgan Stanley
2
Morgan Stanley
New York
$21.8M -$22M -1,725,019 -51%
LPL Financial
3
LPL Financial
California
$20.4M +$850K +66,809 +4%
Invesco
4
Invesco
Georgia
$13.9M -$1.65M -129,566 -11%
GC
5
Guggenheim Capital
Illinois
$12.6M -$31.4K -2,469 -0.3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.95M +$296K +23,281 +3%
Bank of America
7
Bank of America
North Carolina
$8.55M -$181K -14,213 -2%
UBS Group
8
UBS Group
Switzerland
$7.49M -$408K -32,039 -5%
PS
9
Principal Securities
Iowa
$6.34M +$603K +47,406 +11%
BWG
10
Balanced Wealth Group
Ohio
$6.09M +$830K +65,220 +15%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.43M -$6.87K -540 -0.1%
RJA
12
Raymond James & Associates
Florida
$4.96M +$63.7K +5,005 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.95M -$353K -27,719 -7%
SFS
14
Shaker Financial Services
Virginia
$4.64M +$977K +76,808 +27%
Franklin Resources
15
Franklin Resources
California
$4.08M +$30.9K +2,429 +0.8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.96M -$277K -21,745 -7%
Wells Fargo
17
Wells Fargo
California
$3.85M +$199K +15,676 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.68M +$852K +66,949 +31%
KIM
19
Karpus Investment Management
New York
$3.52M -$15.9K -1,252 -0.5%
LCM
20
Landscape Capital Management
New Jersey
$3.5M +$849K +66,705 +33%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.41M -$188K -14,740 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.35M +$72.4K +5,692 +2%
Truist Financial
23
Truist Financial
North Carolina
$3.24M -$252K -19,774 -7%
Ameriprise
24
Ameriprise
Minnesota
$2.89M -$60.5K -4,758 -2%
NGA
25
Naples Global Advisors
Florida
$2.87M -$55.4K -4,350 -2%
1
2 3 4 5

ETV Hedge Fund Activity: Q1 2024 in Review

153 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2024, worth a combined $239M — down 1.7% from $243M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ETV and 13 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 58 added.

The largest buyer was Cornerstone Advisors, adding an estimated $5.57M. The largest seller was Morgan Stanley, cutting an estimated $22M.

  • 153 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2024, down from 159 in Q4 2023.
  • Funds reported $239M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2024 and 19 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $5.57M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2024.