Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
154 hedge funds and large institutions have $204M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 19 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 34
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.24% less ownership
Funds ownership: 14.06% → 13.82% (-0.24%)
4% less funds holding
Funds holding: 160 → 154 (-6)
15% less capital invested
Capital invested by funds: $240M → $204M (-$35.9M)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.67M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1M |
| 3 |
PFP
Paragon Financial Partners
Woodland Hills,
California
|
+$989K |
| 4 |
LPL Financial
San Diego,
California
|
+$928K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$760K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$7.98M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$1.87M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.47M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$489K |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$473K |
ETV Hedge Fund Activity: Q2 2022 in Review
154 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2022, worth a combined $204M — down 15% from $240M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of ETV and 13 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 61 added.
The largest buyer was Mercer Global Advisors, adding an estimated $1.67M. The largest seller was RFG Advisory, exiting entirely with an estimated $7.98M sold.
- 154 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2022, down from 160 in Q1 2022.
- Funds reported $204M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2022, down 15% quarter-over-quarter.
- 13 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2022 and 19 closed out, a net change of -6 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2022 was Mercer Global Advisors, an estimated $1.67M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2022 was RFG Advisory, an estimated $7.98M sold.
Based on aggregated 13F filings for Q2 2022.