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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

154 hedge funds and large institutions have $204M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.24% less ownership

Funds ownership: 14.06%13.82% (-0.24%)

4% less funds holding

Funds holding: 160154 (-6)

15% less capital invested

Capital invested by funds: $240M → $204M (-$35.9M)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
61
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
26
Texas Capital Bank Wealth Management Services
Texas
$1.79M -$314K -21,910 -14%
AWA
27
Arkadios Wealth Advisors
Georgia
$1.76M +$13.7K +960 +0.7%
Truist Financial
28
Truist Financial
North Carolina
$1.55M +$163K +11,369 +11%
SWP
29
Stratos Wealth Partners
Ohio
$1.54M +$80.2K +5,605 +5%
AIFAIM
30
American Institute for Advanced Investment Management
Arizona
$1.33M -$28.6K -2,000 -2%
Stifel Financial
31
Stifel Financial
Missouri
$1.17M -$256K -17,882 -17%
OWA
32
Outlook Wealth Advisors
Texas
$1.12M -$473K -33,045 -29%
CRC
33
Curi RMB Capital
Illinois
$1.05M
BCI
34
Brinker Capital Investments
Pennsylvania
$944K
HH
35
Hilltop Holdings
Texas
$921K -$1.47M -102,766 -60%
RG
36
Retirement Group
California
$921K -$221K -15,471 -18%
AAM
37
Advisors Asset Management
Colorado
$917K +$625K +43,641 +180%
CF
38
Centaurus Financial
California
$907K +$216K +15,115 +29%
CAM
39
Cresset Asset Management
Illinois
$880K +$29.5K +2,058 +3%
KAS
40
Kestra Advisory Services
Texas
$781K +$70.7K +4,942 +9%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$765K -$174K -12,159 -18%
HSA
42
HBK Sorce Advisory
Pennsylvania
$751K -$7.16K -500 -0.9%
Mariner
43
Mariner
Kansas
$674K +$17.2K +1,200 +2%
WS
44
Wedbush Securities
California
$660K +$116K +8,135 +20%
JWCA
45
J.W. Cole Advisors
Florida
$638K -$14.5K -1,015 -2%
OWP
46
Obermeyer Wealth Partners
Colorado
$635K +$12.6K +883 +2%
FFN
47
Focus Financial Network
Minnesota
$563K +$2.3K +161 +0.4%
WE
48
Wealth Effects
Massachusetts
$558K +$24.5K +1,713 +4%
AAS
49
Avantax Advisory Services
Texas
$551K -$175K -12,258 -23%
WAAG
50
Wealth Alliance Advisory Group
Kansas
$547K