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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

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: 153 → 160 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.18M
2
GC
Guggenheim Capital
Illinois
+$2.12M
3
LPL Financial
LPL Financial
California
+$1.39M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.33M
5
Truist Financial
Truist Financial
North Carolina
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
ACM
Anfield Capital Management
California
-$3.53M
2
Invesco
Invesco
Georgia
-$2.94M
3
Wells Fargo
Wells Fargo
California
-$1.9M
4
AWA
Arkadios Wealth Advisors
Georgia
-$1.25M
5
NSLI
Nan Shan Life Insurance
Taiwan
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
101
Total Clarity Wealth Management
Illinois
$190K -$1.72K -110 -0.9%
IGWM
102
ICA Group Wealth Management
Colorado
$188K +$204K +13,022 New
AIP
103
Ahrens Investment Partners
Louisiana
$183K -$23.5K -1,500 -11%
APA
104
American Portfolios Advisors
New York
$176K +$20.7K +1,322 +13%
IA
105
IFP Advisors
Florida
$176K +$178K +11,400 New
PA
106
Pinnacle Associates
New York
$175K – – –
MWM
107
Meridian Wealth Management
Kentucky
$175K +$3.21K +205 +2%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$174K – – –
KWM
109
Kingsview Wealth Management
Oregon
$172K – – –
AWM
110
AE Wealth Management
Kansas
$168K +$169K +10,775 New
Millennium Management
111
Millennium Management
New York
$165K +$165K +10,560 New
SPIA
112
Steward Partners Investment Advisory
New York
$163K – – –
KNW
113
Kesler Norman & Wride
Utah
$158K – – –
CA
114
CoreCap Advisors
Michigan
$158K +$31.5K +2,013 +25%
CWM
115
Cornerstone Wealth Management
Missouri
$157K +$125 +8 +0.1%
CC
116
Commons Capital
Massachusetts
$153K – – –
AF
117
Advisornet Financial
Minnesota
$145K -$23.5K -1,500 -14%
TSWM
118
Tyler-Stone Wealth Management
Ohio
$112K – – –
MA
119
Montag & Associates
Georgia
$92K – – –
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$90K – – –
DWP
121
Destiny Wealth Partners
Florida
$82K -$25.8K -1,647 -24%
GWM
122
Geneos Wealth Management
Colorado
$79K +$13K +828 +20%
US Bancorp
123
US Bancorp
Minnesota
$62K – – –
PGAM
124
Princeton Global Asset Management
New Jersey
$52K – – –
FAG
125
Fortitude Advisory Group
Washington
$51K +$20.2K +1,292 +66%
3 4
5
6 7

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.