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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

145 hedge funds and large institutions have $180M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.24% less ownership

Funds ownership: 13.82%12.58% (-1.2%)

6% less funds holding

Funds holding: 154145 (-9)

12% less capital invested

Capital invested by funds: $204M → $180M (-$23.6M)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
48
Reduced
41
Closed
17
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
$1.5M -$267K -18,159 -14%
AIFAIM
27
American Institute for Advanced Investment Management
Arizona
$1.3M
Stifel Financial
28
Stifel Financial
Missouri
$1.13M -$13.2K -895 -1%
OC
29
Oppenheimer & Co
New York
$1.09M -$1.04M -70,694 -46%
OWA
30
Outlook Wealth Advisors
Texas
$1.09M +$7.54K +512 +0.6%
AAM
31
Advisors Asset Management
Colorado
$1.08M +$206K +13,988 +21%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.04M +$339K +23,032 +41%
CRC
33
Curi RMB Capital
Illinois
$1.02M
AWA
34
Arkadios Wealth Advisors
Georgia
$953K -$848K -57,586 -44%
BCI
35
Brinker Capital Investments
Pennsylvania
$919K
CF
36
Centaurus Financial
California
$870K -$14.8K -1,003 -1%
CAM
37
Cresset Asset Management
Illinois
$870K +$15K +1,021 +2%
KAS
38
Kestra Advisory Services
Texas
$754K -$6.96K -473 -0.8%
Mariner
39
Mariner
Kansas
$644K -$13.3K -900 -2%
WS
40
Wedbush Securities
California
$629K -$15.5K -1,052 -2%
JWCA
41
J.W. Cole Advisors
Florida
$606K -$16.7K -1,134 -2%
HSA
42
HBK Sorce Advisory
Pennsylvania
$566K -$185K -12,550 -23%
OWP
43
Obermeyer Wealth Partners
Colorado
$551K -$75.1K -5,102 -11%
FFN
44
Focus Financial Network
Minnesota
$550K +$2.36K +160 +0.4%
WE
45
Wealth Effects
Massachusetts
$544K +$191 +13 +0%
WAAG
46
Wealth Alliance Advisory Group
Kansas
$533K
AAS
47
Avantax Advisory Services
Texas
$528K -$8.86K -602 -1%
PAG
48
Private Advisor Group
New Jersey
$521K +$70.7K +4,799 +14%
BJL
49
Brighton Jones LLC
Washington
$499K +$27.8K +1,891 +5%
GWSG
50
GPS Wealth Strategies Group
Colorado
$487K -$9.57K -650 -2%