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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

112 hedge funds and large institutions have $110M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

7% more funds holding

Funds holding: 105 → 112 (+7)

0.04% more ownership

Funds ownership: 10.38% → 10.43% (+0.04%)

10% less capital invested

Capital invested by funds: $123M → $110M (-$12.6M)

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
35
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.71M
3
Ameriprise
Ameriprise
Minnesota
+$1.55M
4
WAM
Weiss Asset Management
Massachusetts
+$718K
5
AG
Advisor Group
Arizona
+$669K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.22M
2
NMC
Nine Masts Capital
Hong Kong
-$1.66M
3
AI
Atria Investments
North Carolina
-$1.29M
4
Cohen & Steers
Cohen & Steers
New York
-$812K
5
CRC
Curi RMB Capital
Illinois
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$904K +$169K +11,475 +21%
Cohen & Steers
27
Cohen & Steers
New York
$895K -$812K -55,155 -45%
UAS
28
United Asset Strategies
New York
$818K -$45.1K -3,067 -5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$756K +$60.4K +4,104 +8%
Goldman Sachs
30
Goldman Sachs
New York
$688K -$146K -9,928 -16%
Stifel Financial
31
Stifel Financial
Missouri
$663K -$63.6K -4,323 -8%
WAM
32
Weiss Asset Management
Massachusetts
$657K +$718K +48,755 New
Creative Planning
33
Creative Planning
Kansas
$570K +$8.83K +600 +1%
FWM
34
Focused Wealth Management
New York
$564K -$107K -7,283 -15%
AGM
35
Alpine Global Management
New York
$558K +$609K +41,379 New
HSA
36
HBK Sorce Advisory
Pennsylvania
$553K +$14.7K +1,000 +2%
VC
37
Vicus Capital
Pennsylvania
$520K -$108K -7,339 -16%
EPA
38
Element Pointe Advisors
Florida
$520K +$568K +38,608 New
KTC
39
Kistler-Tiffany Companies
Pennsylvania
$478K -$108K -7,327 -17%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$467K +$147K +10,000 +41%
CG
41
CFO4Life Group
Texas
$449K +$11.4K +772 +2%
AP
42
Agilis Partners
Massachusetts
$418K +$456K +30,975 New
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$395K +$34.9K +2,370 +9%
OWP
44
Obermeyer Wealth Partners
Colorado
$386K -$56.9K -3,862 -12%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$385K +$73.6K +5,000 +21%
KTA
46
Keeley-Teton Advisors
Illinois
$381K +$8.44K +573 +2%
JCM
47
Jacobi Capital Management
Pennsylvania
$330K +$67.5K +4,588 +23%
AIP
48
Ahrens Investment Partners
Louisiana
$321K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$317K – – –
PAG
50
Private Advisor Group
New Jersey
$308K +$114K +7,717 +51%
1
2
3 4 5

ETV Hedge Fund Activity: Q4 2018 in Review

112 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2018, worth a combined $110M — down 10% from $123M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETV positions and 14 closed out — a net gain of 7 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.8M. The largest seller was Bank of America, cutting an estimated $2.22M.

  • 112 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2018, up from 105 in Q3 2018.
  • Funds reported $110M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2018, down 10% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2018 and 14 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2018 was Guggenheim Capital, an estimated $1.8M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2018 was Bank of America, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2018.