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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

118 hedge funds and large institutions have $130M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $110M → $130M (+$19.4M)

5% more funds holding

Funds holding: 112118 (+6)

0.55% more ownership

Funds ownership: 10.43%10.98% (+0.55%)

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
47
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$975K -$31.6K -2,149 -3%
UAS
27
United Asset Strategies
New York
$957K +$44.8K +3,049 +5%
HH
28
Hilltop Holdings
Texas
$947K -$533K -36,292 -37%
Goldman Sachs
29
Goldman Sachs
New York
$909K +$139K +9,428 +18%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$837K -$5.19K -353 -0.6%
Stifel Financial
31
Stifel Financial
Missouri
$803K +$55.8K +3,799 +8%
OWA
32
Outlook Wealth Advisors
Texas
$698K +$581K +39,559 +569%
Creative Planning
33
Creative Planning
Kansas
$692K +$55.8K +3,800 +9%
HSA
34
HBK Sorce Advisory
Pennsylvania
$631K +$14.7K +1,000 +2%
FWM
35
Focused Wealth Management
New York
$610K -$17.8K -1,213 -3%
WAAG
36
Wealth Alliance Advisory Group
Kansas
$586K +$58.8K +4,000 +12%
FFN
37
Focus Financial Network
Minnesota
$533K +$522K +35,517 New
KTC
38
Kistler-Tiffany Companies
Pennsylvania
$527K -$4.8K -327 -0.9%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$517K +$74.8K +5,092 +17%
CG
40
CFO4Life Group
Texas
$512K +$11.5K +785 +2%
VC
41
Vicus Capital
Pennsylvania
$477K -$99.5K -6,771 -18%
KTA
42
Keeley-Teton Advisors
Illinois
$433K +$8.21K +559 +2%
M&T Bank
43
M&T Bank
New York
$406K +$85.2K +5,801 +27%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$405K -$23.4K -1,595 -6%
OWP
45
Obermeyer Wealth Partners
Colorado
$394K -$35.2K -2,395 -8%
EFSCE
46
Enterprise Financial Services Corp (EFSC)
Missouri
$377K +$370K +25,150 New
JCM
47
Jacobi Capital Management
Pennsylvania
$376K +$7.8K +531 +2%
EPA
48
Element Pointe Advisors
Florida
$367K -$208K -14,153 -37%
HighTower Advisors
49
HighTower Advisors
Illinois
$362K +$7.35K +500 +2%
PAG
50
Private Advisor Group
New Jersey
$349K +$5.29K +360 +2%

ETV Hedge Fund Activity: Q1 2019 in Review

118 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2019, worth a combined $130M — up 18% from $110M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETV positions and 9 closed out — a net gain of 6 holders — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.36M. The largest seller was Bank of America, cutting an estimated $3.12M.

  • 118 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2019, up from 112 in Q4 2018.
  • Funds reported $130M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2019, up 18% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2019 and 9 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2019 was Ameriprise, an estimated $2.36M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2019 was Bank of America, an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2019.