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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

97 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

0% more capital invested

Capital invested by funds: $117M → $117M (+$61.8K)

0.23% less ownership

Funds ownership: 10.9% → 10.67% (-0.23%)

3% less funds holding

Funds holding: 100 → 97 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
40
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.24M
2
AI
Atria Investments
North Carolina
+$1.09M
3
Ameriprise
Ameriprise
Minnesota
+$826K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$689K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$506K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$5.71M
2
Cohen & Steers
Cohen & Steers
New York
-$3.06M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$601K
4
JG
Jefferies Group
New York
-$400K
5
GC
Guggenheim Capital
Illinois
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$823K +$122K +8,001 +18%
VC
27
Vicus Capital
Pennsylvania
$765K -$317K -20,821 -30%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$761K +$54.3K +3,567 +8%
FWM
29
Focused Wealth Management
New York
$758K +$195K +12,789 +35%
Creative Planning
30
Creative Planning
Kansas
$695K +$914 +60 +0.1%
KTC
31
Kistler-Tiffany Companies
Pennsylvania
$665K -$67.4K -4,424 -9%
HSA
32
HBK Sorce Advisory
Pennsylvania
$665K – – –
SWP
33
Stratos Wealth Partners
Ohio
$595K +$461K +30,270 +368%
OWP
34
Obermeyer Wealth Partners
Colorado
$560K -$63K -4,137 -10%
EFS
35
Essex Financial Services
Connecticut
$508K – – –
CG
36
CFO4Life Group
Texas
$492K -$98.4K -6,457 -17%
IA
37
IFP Advisors
Florida
$479K +$36.4K +2,387 +8%
Goldman Sachs
38
Goldman Sachs
New York
$479K +$286K +18,800 +154%
KTA
39
Keeley-Teton Advisors
Illinois
$421K +$7.68K +504 +2%
FAAS
40
First Allied Advisory Services
California
$414K +$57.9K +3,800 +17%
CRWM
41
Castle Rock Wealth Management
California
$403K +$105K +6,922 +36%
GXMC
42
Global X Management Company
New York
$382K +$19.9K +1,303 +6%
SCI
43
Stableford Capital II
Arizona
$369K -$30.5K -2,000 -8%
HighTower Advisors
44
HighTower Advisors
Illinois
$366K +$15.2K +1,000 +4%
LPT
45
Legacy Private Trust
Wisconsin
$348K – – –
WS
46
Wedbush Securities
California
$346K -$990 -65 -0.3%
M&T Bank
47
M&T Bank
New York
$328K +$323K +21,199 New
First Manhattan
48
First Manhattan
New York
$312K +$6.69K +439 +2%
LWAC
49
Laurel Wealth Advisors (California)
California
$308K -$21.8K -1,428 -7%
EVM
50
Eaton Vance Management
Massachusetts
$303K -$245K -16,105 -45%
1
2
3 4 5

ETV Hedge Fund Activity: Q2 2018 in Review

97 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2018, worth a combined $117M — up 0.05% from $117M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ETV and 9 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $1.24M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $5.71M sold.

  • 97 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2018, down from 100 in Q1 2018.
  • Funds reported $117M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2018, up 0.05% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2018 and 11 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2018 was Morgan Stanley, an estimated $1.24M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $5.71M sold.

Based on aggregated 13F filings for Q2 2018.