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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

100 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 99100 (+1)

4% more capital invested

Capital invested by funds: $112M → $117M (+$4.36M)

0.13% less ownership

Funds ownership: 11.03%10.9% (-0.13%)

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
26
Hilltop Holdings
Texas
$730K +$182K +11,871 +32%
KTC
27
Kistler-Tiffany Companies
Pennsylvania
$707K +$45.2K +2,955 +7%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$680K +$78.7K +5,142 +13%
Stifel Financial
29
Stifel Financial
Missouri
$672K +$51.6K +3,373 +8%
Creative Planning
30
Creative Planning
Kansas
$669K -$173K -11,271 -20%
HSA
31
HBK Sorce Advisory
Pennsylvania
$641K +$206K +13,461 +46%
OWP
32
Obermeyer Wealth Partners
Colorado
$602K -$13.6K -888 -2%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$601K +$20.5K +1,342 +3%
CG
34
CFO4Life Group
Texas
$570K +$12.1K +791 +2%
FWM
35
Focused Wealth Management
New York
$541K -$12.1K -791 -2%
EVM
36
Eaton Vance Management
Massachusetts
$532K +$273K +17,855 +100%
EFS
37
Essex Financial Services
Connecticut
$490K -$71.2K -4,650 -12%
IA
38
IFP Advisors
Florida
$440K
JG
39
Jefferies Group
New York
$400K
KTA
40
Keeley-Teton Advisors
Illinois
$398K +$7.5K +490 +2%
SCI
41
Stableford Capital II
Arizona
$386K -$28.6K -1,871 -7%
GXMC
42
Global X Management Company
New York
$349K +$359K +23,431 New
FAAS
43
First Allied Advisory Services
California
$342K -$26.7K -1,744 -7%
HighTower Advisors
44
HighTower Advisors
Illinois
$337K -$490 -32 -0.1%
LPT
45
Legacy Private Trust
Wisconsin
$336K -$4.97K -325 -1%
WS
46
Wedbush Securities
California
$334K +$66K +4,314 +24%
LWAC
47
Laurel Wealth Advisors (California)
California
$318K -$85.7K -5,599 -21%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$305K +$112K +7,336 +56%
First Manhattan
49
First Manhattan
New York
$294K +$6.46K +422 +2%
KFGK
50
Keystone Financial Group (Kentucky)
Kentucky
$289K +$302K +19,702 New

ETV Hedge Fund Activity: Q1 2018 in Review

100 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2018, worth a combined $117M — up 3.9% from $112M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETV positions and 12 closed out — a net gain of 2 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Mariner Independent Advisor Network, adding an estimated $3.64M. The largest seller was Ameriprise, cutting an estimated $868K.

  • 100 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2018, up from 99 in Q4 2017.
  • Funds reported $117M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2018, up 3.9% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2018 and 12 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2018 was Mariner Independent Advisor Network, an estimated $3.64M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2018 was Ameriprise, an estimated $868K sold.

Based on aggregated 13F filings for Q1 2018.