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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

148 hedge funds and large institutions have $200M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 29

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $169M → $200M (+$31.1M)

2% more funds holding

Funds holding: 145 → 148 (+3)

0.91% more ownership

Funds ownership: 12.48% → 13.4% (+0.91%)

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
63
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFP
Paragon Financial Partners
California
+$5.63M
2
CA
Cornerstone Advisors
North Carolina
+$4.72M
3
KIM
Karpus Investment Management
New York
+$2.75M
4
HFRG
Houlihan Financial Resource Group
Virginia
+$2.52M
5
Invesco
Invesco
Georgia
+$2.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.79M
2
CAN
Cetera Advisor Networks
California
-$1.81M
3
Ameriprise
Ameriprise
Minnesota
-$1.29M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$784K
5
CF
Centaurus Financial
California
-$388K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.56M +$123K +9,901 +5%
HFRG
27
Houlihan Financial Resource Group
Virginia
$2.52M +$2.52M +202,926 New
IC
28
IEQ Capital
California
$2.4M +$2.33M +187,894 New
AAM
29
Advisors Asset Management
Colorado
$2.25M +$1.21M +97,183 +124%
BPA
30
Beacon Pointe Advisors
California
$2.18M -$371K -29,899 -15%
MA
31
Mutual Advisors
Nebraska
$1.63M -$18.7K -1,511 -1%
SFS
32
Shaker Financial Services
Virginia
$1.22M +$1.18M +95,333 New
CRC
33
Curi RMB Capital
Illinois
$1.01M +$4.32K +348 +0.4%
WS
34
Wedbush Securities
California
$1M +$214K +17,238 +28%
AWS
35
Atria Wealth Solutions
New York
$978K +$344K +27,696 +57%
CAM
36
Cresset Asset Management
Illinois
$914K +$19.9K +1,605 +2%
OC
37
Oppenheimer & Co
New York
$908K +$35.4K +2,855 +4%
IAIM
38
International Assets Investment Management
Florida
$906K +$891K +71,788 New
Cohen & Steers
39
Cohen & Steers
New York
$846K +$821K +66,192 New
KAS
40
Kestra Advisory Services
Texas
$842K +$139K +11,169 +20%
IGWM
41
ICA Group Wealth Management
Colorado
$840K +$98.6K +7,948 +14%
Stifel Financial
42
Stifel Financial
Missouri
$839K -$80.6K -6,496 -9%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$818K -$784K -63,219 -50%
OWP
44
Obermeyer Wealth Partners
Colorado
$799K +$49.7K +4,006 +7%
AIFAIM
45
American Institute for Advanced Investment Management
Arizona
$789K +$231K +18,622 +43%
TCBWMS
46
Texas Capital Bank Wealth Management Services
Texas
$748K -$105K -8,444 -13%
BRWA
47
B. Riley Wealth Advisors
Florida
$686K +$266K +21,435 +67%
CAN
48
Cetera Advisor Networks
California
$622K -$1.81M -145,728 -75%
WAAG
49
Wealth Alliance Advisory Group
Kansas
$607K – – –
WE
50
Wealth Effects
Massachusetts
$593K +$1.4K +113 +0.2%
1
2
3 4 5

ETV Hedge Fund Activity: Q2 2023 in Review

148 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2023, worth a combined $200M — up 18% from $169M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETV positions and 12 closed out — a net gain of 5 holders — while 63 added to existing stakes and 29 trimmed.

The largest buyer was Paragon Financial Partners, opening a new position worth an estimated $5.63M. The largest seller was Morgan Stanley, cutting an estimated $7.79M.

  • 148 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2023, up from 145 in Q1 2023.
  • Funds reported $200M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2023, up 18% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2023 and 12 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2023 was Paragon Financial Partners, an estimated $5.63M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2023 was Morgan Stanley, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2023.