Eaton Vance Tax-Managed Buy-Write Opportunities Fund
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.
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
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.93M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.04M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.81M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.54M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KNW
151
Kesler Norman & Wride
Ogden,
Utah
| – | -$137K | -10,130 | Closed |
|
|
CA
152
CoreCap Advisors
Southfield,
Michigan
| – | -$96K | -7,098 | Closed |
|
|
AW
153
ACG Wealth
Atlanta,
Georgia
| – | -$61K | -4,500 | Closed |
|
|
UB
154
UMB Bank
Kansas City,
Missouri
| – | -$41K | -3,000 | Closed |
|
|
COCM
155
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$34K | -2,536 | Closed |
|
|
PFS
156
Prospera Financial Services
Dallas,
Texas
| – | -$22K | -1,616 | Closed |
|
|
LC
157
Legacy CG
Plano,
Texas
| – | -$20K | -1,500 | Closed |
|
|
JPLA
158
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$10K | -750 | Closed |
|
|
CI
159
CX Institutional
Auburn,
Indiana
| – | -$8K | -556 | Closed |
|
|
PFGIA
160
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$3K | -204 | Closed |
|
|
CWP
161
Concord Wealth Partners
Abingdon,
Virginia
| – | -$2K | -160 | Closed |
|
162
Fidelity Investments
Boston,
Massachusetts
| – | +$15 | +1 | New |
|
|
TRCT
163
Tower Research Capital (TRC)
New York
| – | +$177 | +12 | New |
|
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.