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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

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: 11 (0)

0.24% less ownership

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

4% less funds holding

Funds holding: 160154 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
126
Tradition Wealth Management
Minnesota
$34K +$802 +56 +2%
COCM
127
Charter Oak Capital Management
New Hampshire
$34K +$7.16K +500 +25%
FF
128
FourThought Financial
Florida
$33K +$12.2K +850 +53%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$27K
SSB
130
Sandy Spring Bank
Maryland
$27K
PFS
131
Prospera Financial Services
Texas
$22K -$9.75K -681 -30%
FFC
132
First Financial Corp
Indiana
$20K
LC
133
Legacy CG
Texas
$20K +$21.5K +1,500 New
PA
134
Parallel Advisors
California
$19K
SWA
135
SOA Wealth Advisors
New York
$16K
CCA
136
Column Capital Advisors
Indiana
$14K
CBT
137
CoreFirst Bank & Trust
Kansas
$13K
AF
138
Allworth Financial
California
$11K
SBL
139
Sargent Bickham Lagudis
Colorado
$11K
JPLA
140
Joseph P. Lucia & Associates
New York
$10K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$9K
FCA
142
FinTrust Capital Advisors
South Carolina
$9K
SIS
143
Sound Income Strategies
Florida
$9K
OIA
144
Optimum Investment Advisors
Illinois
$8K
CI
145
CX Institutional
Indiana
$8K +$7.96K +556 New
SWM
146
Spire Wealth Management
Virginia
$7K
BAM
147
Bellevue Asset Management
Washington
$5K
KFI
148
Key Financial Inc
Pennsylvania
$5K
LWANC
149
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
TF
150
Tompkins Financial
New York
$4K