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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

160 hedge funds and large institutions have $240M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

5% more funds holding

Funds holding: 153160 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.11% less ownership

Funds ownership: 14.17%14.06% (-0.11%)

3% less capital invested

Capital invested by funds: $248M → $240M (-$8.42M)

Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
54
Reduced
34
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
$291K +$5.07K +324 +2%
KFGK
77
Keystone Financial Group (Kentucky)
Kentucky
$290K +$4.85K +310 +2%
LPT
78
Legacy Private Trust
Wisconsin
$276K
DAS
79
Dynamic Advisor Solutions
Arizona
$276K +$82.8K +5,292 +43%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$272K +$273K +17,443 New
SWM
81
Silverlake Wealth Management
Vermont
$269K
NA
82
NewEdge Advisors
Louisiana
$269K +$29.9K +1,912 +13%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$268K +$269K +17,162 New
BB
84
Busey Bank
Illinois
$267K
FWM
85
Focused Wealth Management
New York
$264K -$970 -62 -0.4%
SWM
86
SeaCrest Wealth Management
New York
$264K
GWSG
87
GPS Wealth Strategies Group
Colorado
$262K +$263K +16,779 New
DADC
88
D.A. Davidson & Co
Montana
$250K -$12.8K -817 -5%
HF
89
HRT Financial
New York
$243K +$244K +15,579 New
LWM
90
Laidlaw Wealth Management
New York
$239K +$32.9K +2,101 +16%
Goldman Sachs
91
Goldman Sachs
New York
$237K +$237K +15,155 New
AAS
92
Ameritas Advisory Services
Nebraska
$222K -$42.8K -2,735 -16%
AP
93
Agilis Partners
Massachusetts
$219K
VWA
94
V Wealth Advisors
Kansas
$218K
CA
95
Cetera Advisors
Colorado
$217K
GIA
96
Gladstone Institutional Advisory
Florida
$216K +$216K +13,828 New
CRWM
97
Castle Rock Wealth Management
California
$204K -$156K -9,996 -43%
FPAS
98
Focus Partners Advisor Solutions
Missouri
$203K -$132K -8,421 -39%
PWP
99
Principle Wealth Partners
Connecticut
$200K
NWMG
100
National Wealth Management Group
Ohio
$192K +$192K +12,274 New

ETV Hedge Fund Activity: Q1 2022 in Review

160 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2022, worth a combined $240M — down 3.4% from $248M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ETV positions and 18 closed out — a net gain of 10 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.18M. The largest seller was Anfield Capital Management, exiting entirely with an estimated $3.53M sold.

  • 160 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2022, up from 153 in Q4 2021.
  • Funds reported $240M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2022, down 3.4% quarter-over-quarter.
  • 28 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2022 and 18 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2022 was Envestnet Asset Management, an estimated $3.18M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2022 was Anfield Capital Management, an estimated $3.53M sold.

Based on aggregated 13F filings for Q1 2022.