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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
SCI
51
Stableford Capital II
Arizona
$473K -$11.1K -754 -2%
AWA
52
Arete Wealth Advisors
Illinois
$467K +$74.9K +5,086 +17%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$458K -$65.3K -4,436 -11%
HH
54
Hilltop Holdings
Texas
$410K -$545K -36,995 -54%
KTA
55
Keeley-Teton Advisors
Illinois
$410K +$10.6K +721 +2%
KTC
56
Kistler-Tiffany Companies
Pennsylvania
$406K +$177 +12 +0%
AC
57
Avory & Company
Florida
$399K
LWAC
58
Laurel Wealth Advisors (California)
California
$386K +$5.23K +355 +1%
BRWA
59
B. Riley Wealth Advisors
Florida
$369K +$110K +7,464 +36%
AWS
60
Atria Wealth Solutions
New York
$367K +$44.8K +3,040 +12%
IGWM
61
ICA Group Wealth Management
Colorado
$364K +$188K +12,794 +86%
HighTower Advisors
62
HighTower Advisors
Illinois
$360K -$37.9K -2,577 -9%
BWM
63
Birchcreek Wealth Management
Ohio
$338K +$1.47K +100 +0.4%
DAS
64
Dynamic Advisor Solutions
Arizona
$332K +$54.3K +3,686 +17%
EFS
65
Essex Financial Services
Connecticut
$318K +$1.52K +103 +0.4%
SW
66
SteelPeak Wealth
California
$314K +$27.7K +1,884 +9%
CG
67
Colony Group
Massachusetts
$283K +$4.09K +278 +1%
D
68
Diversified
Delaware
$282K +$1.37K +93 +0.4%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$269K
NA
70
NewEdge Advisors
Louisiana
$259K +$4.84K +329 +2%
SWM
71
SeaCrest Wealth Management
New York
$255K
JCM
72
Jacobi Capital Management
Pennsylvania
$254K +$4.2K +285 +2%
AC
73
Abbrea Capital
California
$251K -$14.7K -1,000 -5%
FPAS
74
Focus Partners Advisor Solutions
Missouri
$248K
EVM
75
Eaton Vance Management
Massachusetts
$246K -$13K -880 -4%