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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
SCI
51
Stableford Capital II
Arizona
$545K -$35.8K -2,500 -7%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$531K +$30.4K +2,124 +6%
GWSG
53
GPS Wealth Strategies Group
Colorado
$510K +$300K +20,940 +125%
BJL
54
Brighton Jones LLC
Washington
$487K +$12.6K +879 +2%
PAG
55
Private Advisor Group
New Jersey
$470K +$29.8K +2,084 +6%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$430K +$23.3K +1,625 +5%
KTC
57
Kistler-Tiffany Companies
Pennsylvania
$417K +$172 +12 +0%
KTA
58
Keeley-Teton Advisors
Illinois
$411K +$13.2K +924 +3%
AWA
59
Arete Wealth Advisors
Illinois
$411K +$436K +30,446 New
AC
60
Avory & Company
Florida
$409K
HighTower Advisors
61
HighTower Advisors
Illinois
$405K +$84.5K +5,907 +25%
LWAC
62
Laurel Wealth Advisors (California)
California
$392K -$89.9K -6,283 -18%
BWM
63
Birchcreek Wealth Management
Ohio
$345K
AWS
64
Atria Wealth Solutions
New York
$336K +$27.4K +1,914 +8%
EFS
65
Essex Financial Services
Connecticut
$325K +$1.39K +97 +0.4%
Cohen & Steers
66
Cohen & Steers
New York
$307K -$280K -19,594 -46%
SW
67
SteelPeak Wealth
California
$297K +$21.7K +1,514 +7%
DAS
68
Dynamic Advisor Solutions
Arizona
$291K +$55.5K +3,880 +22%
D
69
Diversified
Delaware
$288K +$1.6K +112 +0.5%
CG
70
Colony Group
Massachusetts
$287K -$260K -18,184 -46%
BRWA
71
B. Riley Wealth Advisors
Florida
$278K -$24K -1,680 -8%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$276K -$14.2K -994 -5%
AC
73
Abbrea Capital
California
$271K
EVM
74
Eaton Vance Management
Massachusetts
$265K
SWM
75
SeaCrest Wealth Management
New York
$262K +$36.3K +2,538 +15%