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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

165 hedge funds and large institutions have $260M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

6% more funds holding

Funds holding: 156 → 165 (+9)

0.85% more ownership

Funds ownership: 16.25% → 17.11% (+0.85%)

0% more capital invested

Capital invested by funds: $259M → $260M (+$1.04M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
58
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$14.7M
2
PCM
Penserra Capital Management
California
+$4.67M
3
SWP
Stratos Wealth Partners
Ohio
+$1.67M
4
Invesco
Invesco
Georgia
+$1.31M
5
PAG
Private Advisor Group
New Jersey
+$1.2M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$11.5M
2
LCM
Landscape Capital Management
New Jersey
-$2.36M
3
SFS
Shaker Financial Services
Virginia
-$918K
4
BRWA
B. Riley Wealth Advisors
Florida
-$574K
5
KAS
Kestra Advisory Services
Texas
-$500K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.1M +$759K +56,411 +3%
LPL Financial
2
LPL Financial
California
$22.3M -$479K -35,630 -2%
Invesco
3
Invesco
Georgia
$19.4M +$1.31M +97,642 +7%
CA
4
Cornerstone Advisors
North Carolina
$16.7M -$11.5M -852,112 -41%
GC
5
Guggenheim Capital
Illinois
$15.4M +$392K +29,167 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.1M -$17.2K -1,282 -0.2%
Bank of America
7
Bank of America
North Carolina
$9.11M +$208K +15,473 +2%
UBS Group
8
UBS Group
Switzerland
$8.23M +$422K +31,388 +6%
PS
9
Principal Securities
Iowa
$7.33M +$196K +14,570 +3%
BWG
10
Balanced Wealth Group
Ohio
$7.22M +$315K +23,422 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.83M -$312K -23,228 -6%
PCM
12
Penserra Capital Management
California
$4.8M +$4.67M +347,600 New
RJA
13
Raymond James & Associates
Florida
$4.6M -$17.7K -1,316 -0.4%
Wells Fargo
14
Wells Fargo
California
$4.44M +$149K +11,088 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.37M +$358K +26,649 +9%
Truist Financial
16
Truist Financial
North Carolina
$4.27M +$377K +28,039 +10%
Franklin Resources
17
Franklin Resources
California
$4.2M +$56.9K +4,232 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.19M -$40.7K -3,028 -1%
SFS
19
Shaker Financial Services
Virginia
$4.16M -$918K -68,273 -18%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.97M +$78.7K +5,850 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.93M -$164K -12,231 -4%
KIM
22
Karpus Investment Management
New York
$3.7M -$22.9K -1,704 -0.6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.55M +$17.5K +1,299 +0.5%
Ameriprise
24
Ameriprise
Minnesota
$3.2M +$71.1K +5,288 +2%
Cohen & Steers
25
Cohen & Steers
New York
$2.9M – – –
1
2 3 4 5

ETV Hedge Fund Activity: Q3 2024 in Review

165 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2024, worth a combined $260M — up 0.4% from $259M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ETV positions and 13 closed out — a net gain of 12 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $14.7M. The largest seller was Cornerstone Advisors, cutting an estimated $11.5M.

  • 165 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2024, up from 156 in Q2 2024.
  • Funds reported $260M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2024, up 0.4% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2024 and 13 closed out, a net change of +12 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $14.7M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2024.