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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

88 hedge funds and large institutions have $114M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

0% more funds holding

Funds holding: 88 → 88 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

0.71% less ownership

Funds ownership: 12.49% → 11.78% (-0.71%)

3% less capital invested

Capital invested by funds: $118M → $114M (-$4.06M)

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
27
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$1.37M
2
Bank of America
Bank of America
North Carolina
+$1.29M
3
UBS Group
UBS Group
Switzerland
+$706K
4
LWAC
Laurel Wealth Advisors (California)
California
+$351K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$346K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$4.05M
2
GC
Guggenheim Capital
Illinois
-$1.47M
3
Invesco
Invesco
Georgia
-$1.34M
4
Cohen & Steers
Cohen & Steers
New York
-$1.23M
5
EFS
Essex Financial Services
Connecticut
-$535K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$574K +$346K +22,733 +152%
FWM
27
Focused Wealth Management
New York
$572K -$5.95K -391 -1%
Stifel Financial
28
Stifel Financial
Missouri
$551K -$38.2K -2,507 -6%
Goldman Sachs
29
Goldman Sachs
New York
$515K -$240K -15,760 -32%
KTC
30
Kistler-Tiffany Companies
Pennsylvania
$460K +$18.5K +1,212 +4%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$455K -$40.7K -2,676 -8%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$429K +$6.71K +441 +2%
JG
33
Jefferies Group
New York
$408K – – –
OWP
34
Obermeyer Wealth Partners
Colorado
$400K +$89.6K +5,882 +29%
Creative Planning
35
Creative Planning
Kansas
$398K +$50.2K +3,299 +14%
KTA
36
Keeley-Teton Advisors
Illinois
$378K +$378K +24,823 New
FAAS
37
First Allied Advisory Services
California
$374K -$7.61K -500 -2%
M&T Bank
38
M&T Bank
New York
$365K -$223K -14,635 -38%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$358K – – –
IH
40
IFC Holdings
Florida
$353K +$12.9K +850 +4%
LWAC
41
Laurel Wealth Advisors (California)
California
$350K +$351K +23,042 New
WS
42
Wedbush Securities
California
$327K +$2.57K +169 +0.8%
SBIA
43
Sheaff Brock Investment Advisors
Indiana
$324K – – –
LPT
44
Legacy Private Trust
Wisconsin
$320K +$320K +21,045 New
CWM
45
Concert Wealth Management
California
$300K – – –
FNBT
46
FineMark National Bank & Trust
Florida
$299K – – –
First Manhattan
47
First Manhattan
New York
$276K +$5.95K +391 +2%
EVM
48
Eaton Vance Management
Massachusetts
$272K -$6.09K -400 -2%
IAA
49
Independent Advisor Alliance
North Carolina
$261K +$262K +17,237 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$244K -$25.9K -1,700 -10%
1
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ETV Hedge Fund Activity: Q1 2017 in Review

88 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2017, worth a combined $114M — down 3.4% from $118M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETV positions and 9 closed out — a net gain of 3 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $1.37M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $4.05M sold.

  • 88 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $114M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2017, down 3.4% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2017 and 9 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2017 was MML Investors Services, an estimated $1.37M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2017 was Mariner Independent Advisor Network, an estimated $4.05M sold.

Based on aggregated 13F filings for Q1 2017.