We are live on ! Find out more
ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

0.24% less ownership

Funds ownership: 14.06%13.82% (-0.24%)

4% less funds holding

Funds holding: 160154 (-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

Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
61
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$20.3M +$244K +17,044 +1%
Morgan Stanley
2
Morgan Stanley
New York
$16.8M -$250K -17,497 -1%
GC
3
Guggenheim Capital
Illinois
$14.2M +$1M +70,188 +7%
Invesco
4
Invesco
Georgia
$9.93M -$246K -17,206 -2%
UBS Group
5
UBS Group
Switzerland
$9.75M +$523K +36,544 +5%
Ameriprise
6
Ameriprise
Minnesota
$9.64M +$588K +41,083 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.05M +$169K +11,780 +2%
LPL Financial
8
LPL Financial
California
$8.77M +$928K +64,851 +11%
PFP
9
Paragon Financial Partners
California
$7.15M +$989K +69,109 +15%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.13M +$134K +9,369 +2%
MIAN
11
Mariner Independent Advisor Network
Kansas
$4.9M +$371K +25,906 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.77M +$365K +25,485 +8%
Franklin Resources
13
Franklin Resources
California
$4.51M +$68K +4,750 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.24M +$254K +17,722 +6%
RJA
15
Raymond James & Associates
Florida
$4.06M +$188K +13,111 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.78M -$126K -8,794 -3%
NGA
17
Naples Global Advisors
Florida
$3.73M +$78.3K +5,470 +2%
Wells Fargo
18
Wells Fargo
California
$3.62M +$760K +53,102 +25%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.24M +$162K +11,284 +5%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.2M -$186K -12,962 -5%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$2.43M +$1.67M +116,829 +184%
BPA
22
Beacon Pointe Advisors
California
$2.35M +$56K +3,915 +2%
CAN
23
Cetera Advisor Networks
California
$2.19M +$257K +17,925 +12%
OC
24
Oppenheimer & Co
New York
$2.08M -$3.58K -250 -0.2%
MA
25
Mutual Advisors
Nebraska
$2.02M +$27.9K +1,947 +1%