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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

119 hedge funds and large institutions have $132M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 118119 (+1)

0.08% less ownership

Funds ownership: 11.08%11% (-0.08%)

1% less capital invested

Capital invested by funds: $133M → $132M (-$732K)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
50
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$886K
Stifel Financial
27
Stifel Financial
Missouri
$821K -$14.5K -973 -2%
HH
28
Hilltop Holdings
Texas
$816K -$40.8K -2,729 -5%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$738K +$201K +13,457 +36%
HSA
30
HBK Sorce Advisory
Pennsylvania
$702K +$44.8K +3,000 +7%
FWM
31
Focused Wealth Management
New York
$559K -$37.1K -2,481 -6%
FFN
32
Focus Financial Network
Minnesota
$539K +$7.81K +523 +1%
WAAG
33
Wealth Alliance Advisory Group
Kansas
$535K
KTC
34
Kistler-Tiffany Companies
Pennsylvania
$502K +$61.8K +4,137 +14%
Creative Planning
35
Creative Planning
Kansas
$501K -$42.4K -2,837 -8%
VC
36
Vicus Capital
Pennsylvania
$461K
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$433K +$23.1K +1,550 +6%
CG
38
CFO4Life Group
Texas
$429K -$83.6K -5,596 -16%
OWP
39
Obermeyer Wealth Partners
Colorado
$425K +$35.8K +2,400 +9%
CF
40
Centaurus Financial
California
$418K +$20K +1,336 +5%
PAG
41
Private Advisor Group
New Jersey
$399K +$10.7K +716 +3%
M&T Bank
42
M&T Bank
New York
$395K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$392K -$411K -27,534 -51%
KTA
44
Keeley-Teton Advisors
Illinois
$389K +$7.53K +504 +2%
JCM
45
Jacobi Capital Management
Pennsylvania
$379K +$3.97K +266 +1%
HighTower Advisors
46
HighTower Advisors
Illinois
$375K -$1.49K -100 -0.4%
Principal Financial Group
47
Principal Financial Group
Iowa
$375K +$86.8K +5,811 +29%
EPA
48
Element Pointe Advisors
Florida
$329K -$19K -1,274 -5%
LPT
49
Legacy Private Trust
Wisconsin
$327K
MAFM
50
Mid Atlantic Financial Management
Pennsylvania
$324K +$43.6K +2,918 +15%

ETV Hedge Fund Activity: Q3 2019 in Review

119 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2019, worth a combined $132M — down 0.55% from $133M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETV positions and 10 closed out — a net gain of 1 holder — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.12M. The largest seller was Strategic Blueprint, cutting an estimated $1.59M.

  • 119 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2019, up from 118 in Q2 2019.
  • Funds reported $132M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2019, down 0.55% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2019 and 10 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2019 was Guggenheim Capital, an estimated $1.12M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2019 was Strategic Blueprint, an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2019.