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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

149 hedge funds and large institutions have $185M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

1% more funds holding

Funds holding: 148 → 149 (+1)

0.16% less ownership

Funds ownership: 13.4% → 13.24% (-0.16%)

7% less capital invested

Capital invested by funds: $200M → $185M (-$14.8M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
49
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$7.26M
2
Invesco
Invesco
Georgia
+$2.05M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.02M
4
GC
Guggenheim Capital
Illinois
+$787K
5
EC
Elequin Capital
New York
+$672K

Top Sellers

Rank Fund Capital Flow
1
PFP
Paragon Financial Partners
California
-$5.8M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$2.52M
3
WAM
Wolverine Asset Management
Illinois
-$2M
4
LCM
Landscape Capital Management
New Jersey
-$1.53M
5
Morgan Stanley
Morgan Stanley
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
101
National Wealth Management Group
Ohio
$159K – – –
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$159K +$170K +13,285 New
SWP
103
Semus Wealth Partners
Florida
$155K -$10.1K -790 -6%
PWP
104
Principle Wealth Partners
Connecticut
$153K – – –
KWM
105
Kingsview Wealth Management
Oregon
$152K +$22.3K +1,740 +16%
BWM
106
Birchcreek Wealth Management
Ohio
$151K -$35.1K -2,741 -18%
SPIA
107
Steward Partners Investment Advisory
New York
$149K -$18.6K -1,451 -10%
Empower Advisory Group
108
Empower Advisory Group
Colorado
$149K – – –
MFG
109
Merit Financial Group
Georgia
$146K – – –
AWM
110
AE Wealth Management
Kansas
$142K -$37.2K -2,911 -20%
Comerica Bank
111
Comerica Bank
Texas
$134K +$144K +11,236 New
PA
112
Pinnacle Associates
New York
$134K – – –
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$133K – – –
CCMG
114
Clark Capital Management Group
Pennsylvania
$124K +$133K +10,395 New
AAS
115
Ameritas Advisory Services
Nebraska
$123K +$132K +10,311 New
PTC
116
Private Trust Company
Ohio
$89.9K +$166 +13 +0.2%
CSPIA
117
Cary Street Partners Investment Advisory
Virginia
$82.9K – – –
PA
118
Parallel Advisors
California
$80.2K +$5.49K +429 +7%
MA
119
Montag & Associates
Georgia
$70.6K – – –
RG
120
Retirement Group
California
$54K – – –
US Bancorp
121
US Bancorp
Minnesota
$47.3K – – –
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$42.5K +$14.3K +1,120 +46%
PGAM
123
Princeton Global Asset Management
New Jersey
$41.6K – – –
TSWM
124
Tyler-Stone Wealth Management
Ohio
$40K -$3.58K -280 -8%
HI
125
Harbour Investments
Wisconsin
$32K – – –
3 4
5
6 7

ETV Hedge Fund Activity: Q3 2023 in Review

149 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2023, worth a combined $185M — down 7.4% from $200M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETV positions and 8 closed out — a net gain of 2 holders — while 49 added to existing stakes and 47 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $7.26M. The largest seller was Paragon Financial Partners, exiting entirely with an estimated $5.8M sold.

  • 149 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2023, up from 148 in Q2 2023.
  • Funds reported $185M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $7.26M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2023 was Paragon Financial Partners, an estimated $5.8M sold.

Based on aggregated 13F filings for Q3 2023.