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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

145 hedge funds and large institutions have $180M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.24% less ownership

Funds ownership: 13.82%12.58% (-1.2%)

6% less funds holding

Funds holding: 154145 (-9)

12% less capital invested

Capital invested by funds: $204M → $180M (-$23.6M)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
48
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.6M +$327K +22,242 +2%
Bank of America
2
Bank of America
North Carolina
$15.4M -$4.93M -334,692 -22%
GC
3
Guggenheim Capital
Illinois
$13.2M -$724K -49,178 -5%
Invesco
4
Invesco
Georgia
$9.33M -$376K -25,563 -3%
LPL Financial
5
LPL Financial
California
$8.97M +$488K +33,118 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.53M -$1.43M -97,449 -15%
PFP
7
Paragon Financial Partners
California
$7.37M +$450K +30,555 +6%
UBS Group
8
UBS Group
Switzerland
$6.97M -$2.81M -191,061 -26%
Ameriprise
9
Ameriprise
Minnesota
$5.78M -$4.04M -274,196 -38%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.5M -$517K -35,094 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.47M -$193K -13,106 -4%
Franklin Resources
12
Franklin Resources
California
$4.45M +$73.6K +5,001 +1%
MIAN
13
Mariner Independent Advisor Network
Kansas
$4.32M -$300K -20,405 -6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.29M +$187K +12,693 +4%
RJA
15
Raymond James & Associates
Florida
$4.25M +$325K +22,102 +7%
Wells Fargo
16
Wells Fargo
California
$3.69M +$189K +12,815 +5%
NGA
17
Naples Global Advisors
Florida
$3.48M -$176K -11,925 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.17M -$567K -38,526 -14%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.1M -$55.1K -3,745 -2%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.79M -$365K -24,823 -10%
BPA
21
Beacon Pointe Advisors
California
$2.7M +$453K +30,751 +18%
CAN
22
Cetera Advisor Networks
California
$2.31M +$199K +13,517 +8%
MA
23
Mutual Advisors
Nebraska
$1.85M -$132K -8,968 -6%
Truist Financial
24
Truist Financial
North Carolina
$1.77M +$295K +20,029 +17%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.61M -$849K -57,684 -32%