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.
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: 153 → 160 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.18M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.12M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.39M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.33M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
-$3.53M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.94M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.9M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$1.25M |
| 5 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$1.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AHIA
176
Andrew Hill Investment Advisors
Naples,
Florida
| – | -$2K | -119 | Closed |
|
|
EFSCE
177
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -77 | Closed |
|
178
Fidelity Investments
Boston,
Massachusetts
| – | +$16 | +1 | New |
|
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.