Eaton Vance Tax-Managed Buy-Write Opportunities Fund
145 hedge funds and large institutions have $169M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 14 closing their positions.
0.17% less ownership
Funds ownership: 12.65% → 12.48% (-0.17%)
4% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 50
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
5% less funds holding
Funds holding: 152 → 145 (-7)
72% less capital invested
Capital invested by funds: $612M → $169M (-$444M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.64M |
| 2 |
Morgan Stanley
New York
|
+$4.28M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$584K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$495K |
| 5 |
LPL Financial
San Diego,
California
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$5.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.69M |
| 3 |
EC
Elequin Capital
New York
|
-$1.12M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.02M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$998K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Cerity Partners
New York
| – | -$217K | -17,670 | Closed |
|
|
CCG
152
Capital CS Group
Irvine,
California
| – | -$165K | -13,439 | Closed |
|
|
IA
153
IFP Advisors
Tampa,
Florida
| – | -$176K | -11,400 | Closed |
|
|
WAP
154
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$137K | -11,118 | Closed |
|
|
DWP
155
Destiny Wealth Partners
Tavares,
Florida
| – | -$65.6K | -5,341 | Closed |
|
|
PP
156
PrairieView Partners
St. Paul,
Minnesota
| – | -$63K | -5,196 | Closed |
|
|
MCC
157
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$27K | -2,200 | Closed |
|
|
MWM
158
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$24.6K | -2,000 | Closed |
|
|
CWP
159
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1.97K | -160 | Closed |
|
|
TRCT
160
Tower Research Capital (TRC)
New York
| – | +$371 | +29 | New |
|
ETV Hedge Fund Activity: Q1 2023 in Review
145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2023, worth a combined $169M — down 72% from $612M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of ETV and 13 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 48 added.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $4.64M. The largest seller was Johnson & White Wealth Management, exiting entirely with an estimated $5.5M sold.
- 145 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2023, down from 152 in Q4 2022.
- Funds reported $169M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2023, down 72% quarter-over-quarter.
- 13 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2023 and 14 closed out, a net change of -1 holder.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2023 was Sit Investment Associates, an estimated $4.64M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2023 was Johnson & White Wealth Management, an estimated $5.5M sold.
Based on aggregated 13F filings for Q1 2023.