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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

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: 1 → 1 (0)

0.24% less ownership

Funds ownership: 14.06% → 13.82% (-0.24%)

4% less funds holding

Funds holding: 160 → 154 (-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
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.67M
2
GC
Guggenheim Capital
Illinois
+$1M
3
PFP
Paragon Financial Partners
California
+$989K
4
LPL Financial
LPL Financial
California
+$928K
5
Wells Fargo
Wells Fargo
California
+$760K

Top Sellers

1
RA
RFG Advisory
Alabama
-$7.98M
2
AWM
Axxcess Wealth Management
California
-$1.87M
3
HH
Hilltop Holdings
Texas
-$1.47M
4
Creative Planning
Creative Planning
Kansas
-$489K
5
OWA
Outlook Wealth Advisors
Texas
-$473K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$261K +$30.4K +2,127 +12%
JCM
77
Jacobi Capital Management
Pennsylvania
$257K +$4.97K +347 +2%
FPAS
78
Focus Partners Advisor Solutions
Missouri
$254K +$83.5K +5,831 +45%
FWM
79
Focused Wealth Management
New York
$233K +$4.87K +340 +2%
SWM
80
Silverlake Wealth Management
Vermont
$233K – – –
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$232K – – –
BB
82
Busey Bank
Illinois
$231K – – –
IGWM
83
ICA Group Wealth Management
Colorado
$226K +$26.9K +1,878 +14%
CA
84
Cetera Advisors
Colorado
$196K +$9.45K +660 +5%
LWM
85
Laidlaw Wealth Management
New York
$194K -$14.3K -998 -7%
AP
86
Agilis Partners
Massachusetts
$190K – – –
VWA
87
V Wealth Advisors
Kansas
$188K – – –
LPT
88
Legacy Private Trust
Wisconsin
$184K -$57.3K -4,000 -23%
CRWM
89
Castle Rock Wealth Management
California
$184K -$3.63K -254 -2%
GIA
90
Gladstone Institutional Advisory
Florida
$181K -$6.16K -430 -3%
NWMG
91
National Wealth Management Group
Ohio
$180K +$15K +1,050 +9%
IA
92
IFP Advisors
Florida
$176K – – –
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$176K +$186K +13,017 New
CCG
94
Capital CS Group
California
$175K +$185K +12,931 New
PWP
95
Principle Wealth Partners
Connecticut
$173K – – –
PCA
96
Personal Capital Advisors
California
$171K +$181K +12,666 New
DADC
97
D.A. Davidson & Co
Montana
$170K -$49.2K -3,435 -21%
Creative Planning
98
Creative Planning
Kansas
$168K -$489K -34,140 -73%
SPIA
99
Steward Partners Investment Advisory
New York
$165K +$25.4K +1,774 +17%
MFG
100
Merit Financial Group
Georgia
$163K +$172K +12,033 New
2 3
4
5 6

ETV Hedge Fund Activity: Q2 2022 in Review

154 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2022, worth a combined $204M — down 15% from $240M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ETV and 13 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 61 added.

The largest buyer was Mercer Global Advisors, adding an estimated $1.67M. The largest seller was RFG Advisory, exiting entirely with an estimated $7.98M sold.

  • 154 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2022, down from 160 in Q1 2022.
  • Funds reported $204M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2022 and 19 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2022 was Mercer Global Advisors, an estimated $1.67M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2022 was RFG Advisory, an estimated $7.98M sold.

Based on aggregated 13F filings for Q2 2022.