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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
UB
126
UMB Bank
Missouri
$47K
BFEC
127
Benjamin F. Edwards & Company
Missouri
$45K +$44.7K +2,857 New
TWM
128
Tradition Wealth Management
Minnesota
$38K +$782 +50 +2%
PFS
129
Prospera Financial Services
Texas
$36K +$35.9K +2,297 New
MCC
130
Money Concepts Capital
Florida
$34K +$34.4K +2,200 New
WAM
131
Worth Asset Management
Texas
$34K +$39.1K +2,500 New
COCM
132
Charter Oak Capital Management
New Hampshire
$32K -$6.57K -420 -17%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$31K
SSB
134
Sandy Spring Bank
Maryland
$31K
CFB
135
Cullen/Frost Bankers
Texas
$29K
FF
136
FourThought Financial
Florida
$25K
FFC
137
First Financial Corp
Indiana
$23K
PA
138
Parallel Advisors
California
$22K
SWA
139
SOA Wealth Advisors
New York
$19K
CCA
140
Column Capital Advisors
Indiana
$16K +$15.6K +1,000 New
CBT
141
CoreFirst Bank & Trust
Kansas
$15K
AF
142
Allworth Financial
California
$13K
SBL
143
Sargent Bickham Lagudis
Colorado
$12K
JPLA
144
Joseph P. Lucia & Associates
New York
$12K +$11.7K +750 New
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$11K
SIS
146
Sound Income Strategies
Florida
$11K
FCA
147
FinTrust Capital Advisors
South Carolina
$10K
OIA
148
Optimum Investment Advisors
Illinois
$9K +$9.39K +600 New
SWM
149
Spire Wealth Management
Virginia
$8K -$114K -7,263 -93%
JP Morgan Chase
150
JP Morgan Chase
New York
$8K +$7.82K +500 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.