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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
GWM
126
Geneos Wealth Management
Colorado
$13K -$40K -2,715 -73%
CCA
127
Column Capital Advisors
Indiana
$13K – – –
BC
128
Barrett & Company
Rhode Island
$12.3K +$14.7K +1,000 New
CBT
129
CoreFirst Bank & Trust
Kansas
$12K – – –
AF
130
Allworth Financial
California
$11K – – –
SBL
131
Sargent Bickham Lagudis
Colorado
$10K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
SIS
133
Sound Income Strategies
Florida
$9K – – –
FCA
134
FinTrust Capital Advisors
South Carolina
$8K – – –
OIA
135
Optimum Investment Advisors
Illinois
$8K – – –
SWM
136
Spire Wealth Management
Virginia
$7K – – –
LWANC
137
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
BAM
138
Bellevue Asset Management
Washington
$4K – – –
KFI
139
Key Financial Inc
Pennsylvania
$4K – – –
SCA
140
Stonebridge Capital Advisors
Minnesota
$4K – – –
TF
141
Tompkins Financial
New York
$4K – – –
TWA
142
TCI Wealth Advisors
Arizona
$4K +$4.39K +298 New
WWMSC
143
Wagner Wealth Management (South Carolina)
South Carolina
$3K – – –
PWP
144
Principle Wealth Partners
Connecticut
$168 – – –
SWP
145
Stratos Wealth Partners
Ohio
– -$1.54M -113,695 Closed
Cohen & Steers
146
Cohen & Steers
New York
– -$307K -22,753 Closed
AP
147
Agilis Partners
Massachusetts
– -$190K -14,030 Closed
CRWM
148
Castle Rock Wealth Management
California
– -$184K -13,022 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
– -$176K -13,017 Closed
Citadel Advisors
150
Citadel Advisors
Florida
– -$144K -10,658 Closed
3 4 5
6
7

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.