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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

160 hedge funds and large institutions have $240M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

5% more funds holding

Funds holding: 153 → 160 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.11% less ownership

Funds ownership: 14.17% → 14.06% (-0.11%)

3% less capital invested

Capital invested by funds: $248M → $240M (-$8.42M)

Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
54
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.18M
2
GC
Guggenheim Capital
Illinois
+$2.12M
3
LPL Financial
LPL Financial
California
+$1.39M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.33M
5
Truist Financial
Truist Financial
North Carolina
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
ACM
Anfield Capital Management
California
-$3.53M
2
Invesco
Invesco
Georgia
-$2.94M
3
Wells Fargo
Wells Fargo
California
-$1.9M
4
AWA
Arkadios Wealth Advisors
Georgia
-$1.25M
5
NSLI
Nan Shan Life Insurance
Taiwan
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$2.31M -$165K -10,533 -7%
CAN
27
Cetera Advisor Networks
California
$2.25M +$109K +6,970 +5%
AWA
28
Arkadios Wealth Advisors
Georgia
$2.02M -$1.25M -79,855 -38%
AWM
29
Axxcess Wealth Management
California
$1.87M +$86.3K +5,517 +5%
OWA
30
Outlook Wealth Advisors
Texas
$1.81M +$52.3K +3,342 +3%
SWP
31
Stratos Wealth Partners
Ohio
$1.69M +$314K +20,042 +23%
Stifel Financial
32
Stifel Financial
Missouri
$1.63M +$118K +7,510 +8%
Truist Financial
33
Truist Financial
North Carolina
$1.62M +$1.11M +70,765 +216%
AIFAIM
34
American Institute for Advanced Investment Management
Arizona
$1.57M +$174K +11,150 +12%
RG
35
Retirement Group
California
$1.31M +$833K +53,227 +175%
CRC
36
Curi RMB Capital
Illinois
$1.22M +$111K +7,109 +10%
BCI
37
Brinker Capital Investments
Pennsylvania
$1.09M – – –
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.07M -$56.5K -3,611 -5%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$989K -$12.8K -821 -1%
CAM
40
Cresset Asset Management
Illinois
$985K +$14.4K +919 +1%
HSA
41
HBK Sorce Advisory
Pennsylvania
$876K +$156K +10,000 +22%
AAS
42
Avantax Advisory Services
Texas
$829K +$830K +53,044 New
KAS
43
Kestra Advisory Services
Texas
$826K -$16.2K -1,036 -2%
CF
44
Centaurus Financial
California
$813K -$11.4K -728 -1%
Mariner
45
Mariner
Kansas
$760K – – –
JWCA
46
J.W. Cole Advisors
Florida
$754K +$537K +34,337 +246%
Creative Planning
47
Creative Planning
Kansas
$727K +$36.4K +2,329 +5%
OWP
48
Obermeyer Wealth Partners
Colorado
$721K -$24K -1,533 -3%
Cohen & Steers
49
Cohen & Steers
New York
$661K +$663K +42,347 New
FFN
50
Focus Financial Network
Minnesota
$648K +$649K +41,489 New
1
2
3 4 5

ETV Hedge Fund Activity: Q1 2022 in Review

160 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2022, worth a combined $240M — down 3.4% from $248M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ETV positions and 18 closed out — a net gain of 10 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.18M. The largest seller was Anfield Capital Management, exiting entirely with an estimated $3.53M sold.

  • 160 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2022, up from 153 in Q4 2021.
  • Funds reported $240M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2022, down 3.4% quarter-over-quarter.
  • 28 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2022 and 18 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2022 was Envestnet Asset Management, an estimated $3.18M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2022 was Anfield Capital Management, an estimated $3.53M sold.

Based on aggregated 13F filings for Q1 2022.