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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

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: 1 → 1 (0)

1.24% less ownership

Funds ownership: 13.82% → 12.58% (-1.2%)

6% less funds holding

Funds holding: 154 → 145 (-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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$488K
2
BPA
Beacon Pointe Advisors
California
+$453K
3
PFP
Paragon Financial Partners
California
+$450K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$339K
5
Morgan Stanley
Morgan Stanley
New York
+$327K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.93M
2
Ameriprise
Ameriprise
Minnesota
-$4.04M
3
UBS Group
UBS Group
Switzerland
-$2.81M
4
SWP
Stratos Wealth Partners
Ohio
-$1.54M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
AE Wealth Management
Kansas
$246K +$105K +7,108 +61%
FWM
77
Focused Wealth Management
New York
$231K +$4.22K +287 +2%
SWM
78
Silverlake Wealth Management
Vermont
$227K – – –
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$226K – – –
BB
80
Busey Bank
Illinois
$225K – – –
GIA
81
Gladstone Institutional Advisory
Florida
$222K +$51.8K +3,521 +26%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$213K -$231K -15,658 -49%
PCA
83
Personal Capital Advisors
California
$206K +$44.2K +3,000 +24%
TCWM
84
Total Clarity Wealth Management
Illinois
$196K +$50.1K +3,400 +30%
CA
85
Cetera Advisors
Colorado
$191K – – –
FAN
86
Financial Advisors Network
California
$189K +$212K +14,401 New
LWM
87
Laidlaw Wealth Management
New York
$187K -$1.46K -99 -0.7%
VWA
88
V Wealth Advisors
Kansas
$183K – – –
LPT
89
Legacy Private Trust
Wisconsin
$179K – – –
IA
90
IFP Advisors
Florida
$176K – – –
NWMG
91
National Wealth Management Group
Ohio
$175K – – –
CCG
92
Capital CS Group
California
$173K +$3.73K +253 +2%
SPIA
93
Steward Partners Investment Advisory
New York
$164K +$3.42K +232 +2%
Creative Planning
94
Creative Planning
Kansas
$163K – – –
MWM
95
Meridian Wealth Management
Kentucky
$161K +$17.7K +1,200 +11%
DADC
96
D.A. Davidson & Co
Montana
$159K -$7.23K -491 -4%
MFG
97
Merit Financial Group
Georgia
$159K +$1.38K +94 +0.8%
AAS
98
Ameritas Advisory Services
Nebraska
$155K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$154K +$144K +9,750 +497%
APA
100
American Portfolios Advisors
New York
$152K +$2.81K +191 +2%
2 3
4
5 6

ETV Hedge Fund Activity: Q3 2022 in Review

145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2022, worth a combined $180M — down 12% from $204M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ETV and 8 opened new positions — a net loss of 9 holders — while 41 trimmed existing stakes and 48 added.

The largest buyer was LPL Financial, adding an estimated $488K. The largest seller was Bank of America, cutting an estimated $4.93M.

  • 145 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2022, down from 154 in Q2 2022.
  • Funds reported $180M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2022, down 12% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2022 and 17 closed out, a net change of -9 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2022 was LPL Financial, an estimated $488K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2022 was Bank of America, an estimated $4.93M sold.

Based on aggregated 13F filings for Q3 2022.