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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
T
151
TCWP
Ohio
$8K +$8.61K +550 New
LWANC
152
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
BAM
153
Bellevue Asset Management
Washington
$5K
KFI
154
Key Financial Inc
Pennsylvania
$5K
TF
155
Tompkins Financial
New York
$5K
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$63 +4 +2%
BCWM
157
Bartlett & Co Wealth Management
Ohio
$2.34K +$2.35K +150 New
CWP
158
Concord Wealth Partners
Virginia
$2K
BC
159
Bartlett & Co
Ohio
$2K +$2.35K +150 New
ACM
160
Anfield Capital Management
California
-$3.53M -210,996 Closed
NSLI
161
Nan Shan Life Insurance
Taiwan
-$1.18M -70,674 Closed
SC
162
Siena Capital
Ohio
-$310K -18,500 Closed
First Manhattan
163
First Manhattan
New York
-$274K -16,396 Closed
Citadel Advisors
164
Citadel Advisors
Florida
-$247K -14,752 Closed
UAS
165
United Asset Strategies
New York
-$190K -11,354 Closed
CCG
166
Capital CS Group
California
-$171K -10,237 Closed
ESBC
167
E.S. Barr & Co
Kentucky
-$167K -10,000 Closed
ACM
168
Antonetti Capital Management
Florida
-$146K -8,704 Closed
TCOV
169
Trust Company of Vermont
Vermont
-$109K -6,487 Closed
CWS
170
Confluence Wealth Services
Pennsylvania
-$97K -5,808 Closed
CA
171
Cornerstone Advisory
Maryland
-$34K -2,000 Closed
TRCT
172
Tower Research Capital (TRC)
New York
-$19K -1,129 Closed
CFCI
173
Comprehensive Financial Consultants Institutional
Indiana
-$9K -593 Closed
IAG
174
Investmark Advisory Group
Connecticut
-$7K -434 Closed
WWMSC
175
Wagner Wealth Management (South Carolina)
South Carolina
-$4K -225 Closed

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.