Eaton Vance Tax-Managed Buy-Write Opportunities Fund
148 hedge funds and large institutions have $200M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 12 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 29
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
18% more capital invested
Capital invested by funds: $169M → $200M (+$31.1M)
2% more funds holding
Funds holding: 145 → 148 (+3)
0.91% more ownership
Funds ownership: 12.48% → 13.4% (+0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFP
Paragon Financial Partners
Woodland Hills,
California
|
+$5.63M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$4.72M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.75M |
| 4 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$2.52M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.79M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.81M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.29M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$784K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$388K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Jane Street
New York
| – | -$269K | -21,306 | Closed |
|
|
BB
152
Busey Bank
Urbana,
Illinois
| – | -$231K | -18,308 | Closed |
|
|
LPT
153
Legacy Private Trust
Neenah,
Wisconsin
| – | -$168K | -13,275 | Closed |
|
154
Citadel Advisors
Miami,
Florida
| – | -$140K | -11,074 | Closed |
|
|
IAN
155
Integrated Advisors Network
Dallas,
Texas
| – | -$138K | -10,928 | Closed |
|
|
AAS
156
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$129K | -10,311 | Closed |
|
|
BAM
157
Belpointe Asset Management
Reno,
Nevada
| – | -$105K | -8,305 | Closed |
|
|
SSB
158
Sandy Spring Bank
Olney,
Maryland
| – | -$25.3K | -2,000 | Closed |
|
|
ASN
159
Advisory Services Network
Atlanta,
Georgia
| – | -$23.4K | -1,851 | Closed |
|
|
TWA
160
TCI Wealth Advisors
Tucson,
Arizona
| – | -$16.4K | -1,298 | Closed |
|
|
GFWA
161
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$3.79K | -300 | Closed |
|
ETV Hedge Fund Activity: Q2 2023 in Review
148 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2023, worth a combined $200M — up 18% from $169M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ETV positions and 12 closed out — a net gain of 5 holders — while 63 added to existing stakes and 29 trimmed.
The largest buyer was Paragon Financial Partners, opening a new position worth an estimated $5.63M. The largest seller was Morgan Stanley, cutting an estimated $7.79M.
- 148 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2023, up from 145 in Q1 2023.
- Funds reported $200M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2023, up 18% quarter-over-quarter.
- 17 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2023 and 12 closed out, a net change of +5 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2023 was Paragon Financial Partners, an estimated $5.63M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2023 was Morgan Stanley, an estimated $7.79M sold.
Based on aggregated 13F filings for Q2 2023.