ETV · Insider trading · 13F holders · Congress trades
Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest (ETV)
Who is buying and selling ETV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 14
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
ETV at a glance
- No open-market insider purchases or sales of ETV were filed in the last 90 days.
- 14 13F filers hold ETV among their 50 largest positions, worth $50.8M combined. The biggest bets by portfolio weight are Paragon Financial Partners, Inc. (7.7%), Balanced Wealth Group LLC (2.9%) and Kingstone Capital Partners Texas, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- Members of Congress have disclosed 2 ETV trades since 2021, 0 purchases and 1 sale in the past year; the latest was Kevin Hern (R-OK), selling $1K–15K on Sep 8, 2026.
- ETV last closed at $14.54 on Oct 30, 2026.
ETV insider trading
No open-market insider purchases or sales of ETV were filed in the last 90 days.
Who owns ETV? Hedge funds and superinvestors
14 13F filers hold ETV among their 50 largest positions, worth $50.8M combined. The biggest bets by portfolio weight are Paragon Financial Partners, Inc. (7.7%), Balanced Wealth Group LLC (2.9%) and Kingstone Capital Partners Texas, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Paragon Financial Partners, Inc.Wealth manager | 7.7% | $14.3M | 973,129 | -2.1% shares | Q2 2026 |
| Balanced Wealth Group LLCWealth manager | 2.9% | $9.2M | 617,433 | +1.7% shares | Q2 2026 |
| Sims Investment Management, LLCWealth manager | 1.8% | $5.8M | 385,399 | -0.2% shares | Q3 2026 |
| Kingstone Capital Partners Texas, LLCWealth manager | 2.5% | $4.7M | 314,746 | +2.4% shares | Q2 2026 |
| Sharpepoint LLCWealth manager | 1.6% | $3.2M | 218,139 | +9.1% shares | Q2 2026 |
| Thayer Partners, LLC / MAHedge fund | 1.3% | $3.2M | 213,499 | +3.9% shares | Q2 2026 |
| Advisory Solutions Group, LLCWealth manager | 0.7% | $3.1M | 208,324 | +18.9% shares | Q3 2026 |
| Emissary Wealth LLCWealth manager | 2.0% | $2.6M | 174,295 | +3.2% shares | Q2 2026 |
| Advisory Advocates, LLCWealth manager | 1.6% | $1.8M | 123,408 | +9.1% shares | Q2 2026 |
| PMG Family Office LLCWealth manager | 1.4% | $1.6M | 104,774 | +0.3% shares | Q3 2026 |
| Commons Capital, LLCWealth manager | 0.4% | $604K | 40,582 | +5.9% shares | Q2 2026 |
| Integrated Capital Management, Inc.Hedge fund | 0.2% | $347K | 23,276 | -16.3% shares | Q3 2026 |
| Westend Capital Management, LLCWealth manager | 0.1% | $279K | 18,773 | +0.0% shares | Q2 2026 |
| Ycg, LLCWealth manager | 0.0% | $167K | 11,200 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 10). Screen ETV in the grand portfolio →
ETV stock trades by members of Congress
Members of Congress have disclosed 2 ETV trades since 2021, 0 purchases and 1 sale in the past year; the latest was Kevin Hern (R-OK), selling $1K–15K on Sep 8, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 25, 2026 | Kevin HernR-OK · House | Sale | $1K–15K | Sep 8, 2026 | -5.5% |
| Sep 15, 2021 | Kevin HernR-OK · House | Buy | $15K–50K | Jul 1, 2021 | -10.5% |
Analysis mentioning ETV
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ETV questions and answers
Are insiders buying ETV stock?
No open-market insider purchases or sales of ETV were filed in the last 90 days.
Which hedge funds own ETV?
14 13F filers hold ETV among their 50 largest positions, worth $50.8M combined. The biggest bets by portfolio weight are Paragon Financial Partners, Inc. (7.7%), Balanced Wealth Group LLC (2.9%) and Kingstone Capital Partners Texas, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded ETV?
Members of Congress have disclosed 2 ETV trades since 2021, 0 purchases and 1 sale in the past year; the latest was Kevin Hern (R-OK), selling $1K–15K on Sep 8, 2026.
Who is the largest holder of ETV?
Among 13F filers, Paragon Financial Partners, Inc. reports the largest ETV position, $14.3M (973,129 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Paragon Financial Partners, Inc.'s: 7.7% of its portfolio.
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