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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

156 hedge funds and large institutions have $259M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $239M → $259M (+$20M)

2% more funds holding

Funds holding: 153 → 156 (+3)

0.38% more ownership

Funds ownership: 15.87% → 16.25% (+0.38%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
46
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$3.03M
2
GC
Guggenheim Capital
Illinois
+$1.47M
3
Morgan Stanley
Morgan Stanley
New York
+$998K
4
LPL Financial
LPL Financial
California
+$916K
5
OWA
Outlook Wealth Advisors
Texas
+$897K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.6M
2
LCM
Landscape Capital Management
New Jersey
-$1.04M
3
WAM
Wolverine Asset Management
Illinois
-$911K
4
WS
Wedbush Securities
California
-$636K
5
RJA
Raymond James & Associates
Florida
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cornerstone Advisors
North Carolina
$28.2M – – –
Morgan Stanley
2
Morgan Stanley
New York
$24.1M +$998K +76,838 +5%
LPL Financial
3
LPL Financial
California
$22.6M +$916K +70,465 +4%
Invesco
4
Invesco
Georgia
$17.9M +$3.03M +233,507 +22%
GC
5
Guggenheim Capital
Illinois
$14.8M +$1.47M +113,275 +12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.1M +$582K +44,810 +6%
Bank of America
7
Bank of America
North Carolina
$8.82M -$215K -16,513 -2%
UBS Group
8
UBS Group
Switzerland
$7.72M -$191K -14,729 -3%
PS
9
Principal Securities
Iowa
$7.06M +$339K +26,080 +5%
BWG
10
Balanced Wealth Group
Ohio
$6.48M +$146K +11,265 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.11M -$118K -9,063 -2%
SFS
12
Shaker Financial Services
Virginia
$5.05M +$140K +10,789 +3%
RJA
13
Raymond James & Associates
Florida
$4.58M -$636K -48,931 -13%
Wells Fargo
14
Wells Fargo
California
$4.25M +$169K +13,042 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.19M +$7.58K +583 +0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.06M -$1.6M -123,039 -29%
Franklin Resources
17
Franklin Resources
California
$4.06M -$240K -18,466 -6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.97M +$340K +26,171 +10%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.85M -$37.8K -2,907 -1%
Truist Financial
20
Truist Financial
North Carolina
$3.85M +$397K +30,591 +12%
KIM
21
Karpus Investment Management
New York
$3.69M -$33.8K -2,604 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.5M -$38.8K -2,988 -1%
Ameriprise
23
Ameriprise
Minnesota
$3.1M +$47.4K +3,647 +2%
NGA
24
Naples Global Advisors
Florida
$2.97M -$63.3K -4,875 -2%
Cohen & Steers
25
Cohen & Steers
New York
$2.87M +$351K +27,000 +15%
1
2 3 4 5

ETV Hedge Fund Activity: Q2 2024 in Review

156 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2024, worth a combined $259M — up 8.4% from $239M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETV positions and 11 closed out — a net gain of 6 holders — while 46 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $3.03M. The largest seller was Osaic Holdings, cutting an estimated $1.6M.

  • 156 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2024, up from 153 in Q1 2024.
  • Funds reported $259M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2024 and 11 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2024 was Invesco, an estimated $3.03M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2024 was Osaic Holdings, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2024.