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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

118 hedge funds and large institutions have $133M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $130M → $133M (+$3.24M)

0.1% more ownership

Funds ownership: 10.98% → 11.08% (+0.1%)

0% more funds holding

Funds holding: 118 → 118 (0)

Holders
118
Holders Change
–
Holders Change %
0%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
50
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.7M
2
Ameriprise
Ameriprise
Minnesota
+$1.03M
3
Invesco
Invesco
Georgia
+$475K
4
CF
Centaurus Financial
California
+$400K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$310K

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.08M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.05M
3
FTI
Fiduciary Trust International
Massachusetts
-$746K
4
Cohen & Steers
Cohen & Steers
New York
-$449K
5
CRC
Curi RMB Capital
Illinois
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
26
Outlook Wealth Advisors
Texas
$916K +$216K +14,508 +31%
Goldman Sachs
27
Goldman Sachs
New York
$909K – – –
HH
28
Hilltop Holdings
Texas
$878K -$68.2K -4,589 -7%
Stifel Financial
29
Stifel Financial
Missouri
$860K +$58.3K +3,920 +7%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$816K -$21.2K -1,427 -3%
HSA
31
HBK Sorce Advisory
Pennsylvania
$675K +$43.1K +2,900 +7%
FWM
32
Focused Wealth Management
New York
$611K +$758 +51 +0.1%
Creative Planning
33
Creative Planning
Kansas
$557K -$134K -9,050 -20%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$555K +$37.9K +2,548 +7%
WAAG
35
Wealth Alliance Advisory Group
Kansas
$549K -$44.6K -3,000 -8%
FFN
36
Focus Financial Network
Minnesota
$545K +$11.8K +795 +2%
Cohen & Steers
37
Cohen & Steers
New York
$543K -$449K -30,242 -46%
CG
38
CFO4Life Group
Texas
$524K +$12K +807 +2%
VC
39
Vicus Capital
Pennsylvania
$473K -$4.64K -312 -1%
KTC
40
Kistler-Tiffany Companies
Pennsylvania
$453K -$73.9K -4,971 -14%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$421K +$16.3K +1,100 +4%
CF
42
Centaurus Financial
California
$409K +$400K +26,899 +8,432%
M&T Bank
43
M&T Bank
New York
$406K – – –
OWP
44
Obermeyer Wealth Partners
Colorado
$400K +$6.27K +422 +2%
PAG
45
Private Advisor Group
New Jersey
$399K +$49.8K +3,351 +14%
KTA
46
Keeley-Teton Advisors
Illinois
$392K -$41.3K -2,782 -10%
HighTower Advisors
47
HighTower Advisors
Illinois
$389K +$26.7K +1,800 +7%
JCM
48
Jacobi Capital Management
Pennsylvania
$385K +$8.6K +579 +2%
EPA
49
Element Pointe Advisors
Florida
$357K -$10.5K -704 -3%
LPT
50
Legacy Private Trust
Wisconsin
$335K – – –
1
2
3 4 5

ETV Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2019, worth a combined $133M — up 2.5% from $130M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETV positions and 11 closed out — a net gain of 2 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.7M. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.08M sold.

  • 118 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $133M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2019 and 11 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2019 was Guggenheim Capital, an estimated $1.7M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2019 was Bank of Montreal, an estimated $1.08M sold.

Based on aggregated 13F filings for Q2 2019.