Eaton Vance Tax-Managed Buy-Write Opportunities Fund
153 hedge funds and large institutions have $248M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 8 closing their positions.
263% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 8
79% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 29
16% more capital invested
Capital invested by funds: $214M → $248M (+$34.2M)
13% more funds holding
Funds holding: 136 → 153 (+17)
0.3% less ownership
Funds ownership: 14.47% → 14.17% (-0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.21M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.71M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.39M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.15M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UAS
United Asset Strategies
Garden City,
New York
|
-$980K |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$800K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$701K |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$655K |
| 5 |
CCG
Capital CS Group
Irvine,
California
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
151
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $3K | +$66 | +4 | +2% |
|
|
CWP
152
Concord Wealth Partners
Abingdon,
Virginia
| $3K | +$2.64K | +160 | New |
|
|
AHIA
153
Andrew Hill Investment Advisors
Naples,
Florida
| $2K | +$1.96K | +119 | New |
|
|
EFSCE
154
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $1K | -$14.3K | -870 | -92% |
|
|
WAM
155
Wolverine Asset Management
Chicago,
Illinois
| – | -$62K | -3,882 | Closed |
|
156
Citigroup
New York
| – | -$61K | -3,822 | Closed |
|
|
BBPWM
157
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$14K | -900 | Closed |
|
|
JPLA
158
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$14K | -850 | Closed |
|
|
CI
159
CX Institutional
Auburn,
Indiana
| – | -$9K | -556 | Closed |
|
|
OSAM
160
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$9K | -552 | Closed |
|
|
BC
161
Bartlett & Co
Cincinnati,
Ohio
| – | -$2K | -150 | Closed |
|
|
BCWM
162
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$2.4K | -150 | Closed |
|
ETV Hedge Fund Activity: Q4 2021 in Review
153 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2021, worth a combined $248M — up 16% from $214M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ETV positions and 8 closed out — a net gain of 21 holders — while 52 added to existing stakes and 29 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $2.21M. The largest seller was United Asset Strategies, cutting an estimated $980K.
- 153 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2021, up from 136 in Q3 2021.
- Funds reported $248M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2021, up 16% quarter-over-quarter.
- 29 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2021 and 8 closed out, a net change of +21 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2021 was Guggenheim Capital, an estimated $2.21M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2021 was United Asset Strategies, an estimated $980K sold.
Based on aggregated 13F filings for Q4 2021.