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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

134 hedge funds and large institutions have $150M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

6% more funds holding

Funds holding: 126 → 134 (+8)

1.04% more ownership

Funds ownership: 12.68% → 13.72% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

6% less capital invested

Capital invested by funds: $159M → $150M (-$8.97M)

Holders
134
Holders Change
+8
Holders Change %
+6.35%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
42
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$8.43M
2
SB
Strategic Blueprint
Georgia
+$3.98M
3
SIA
Sit Investment Associates
Minnesota
+$2.74M
4
UBS Group
UBS Group
Switzerland
+$2.62M
5
LPL Financial
LPL Financial
California
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$3.89M
2
OWA
Outlook Wealth Advisors
Texas
-$1.68M
3
CRC
Curi RMB Capital
Illinois
-$357K
4
HH
Hilltop Holdings
Texas
-$275K
5
SCI
Stableford Capital II
Arizona
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$1.75M +$22.5K +1,614 +1%
Wells Fargo
27
Wells Fargo
California
$1.46M -$269K -19,303 -14%
CRC
28
Curi RMB Capital
Illinois
$1.3M -$357K -25,625 -19%
LCM
29
Landscape Capital Management
New Jersey
$1.25M +$1.44M +103,422 New
SWP
30
Stratos Wealth Partners
Ohio
$1.07M +$76.9K +5,526 +7%
UAS
31
United Asset Strategies
New York
$941K -$72.1K -5,179 -6%
AIFAIM
32
American Institute for Advanced Investment Management
Arizona
$845K -$41.4K -2,978 -4%
Stifel Financial
33
Stifel Financial
Missouri
$822K +$105K +7,574 +13%
SW
34
SteelPeak Wealth
California
$770K -$14.8K -1,063 -2%
MWM
35
Meridian Wealth Management
Kentucky
$750K +$866K +62,254 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$609K +$70.4K +5,059 +11%
HSA
37
HBK Sorce Advisory
Pennsylvania
$576K +$30.6K +2,200 +5%
KTC
38
Kistler-Tiffany Companies
Pennsylvania
$563K – – –
HH
39
Hilltop Holdings
Texas
$560K -$275K -19,778 -30%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$486K +$64.6K +4,640 +13%
Goldman Sachs
41
Goldman Sachs
New York
$482K -$266K -19,150 -32%
TCBWMS
42
Texas Capital Bank Wealth Management Services
Texas
$475K +$156K +11,224 +40%
FFN
43
Focus Financial Network
Minnesota
$467K -$3.23K -232 -0.6%
SSWG
44
Seven Springs Wealth Group
Tennessee
$449K – – –
Creative Planning
45
Creative Planning
Kansas
$446K +$26.5K +1,902 +5%
FWM
46
Focused Wealth Management
New York
$438K -$9.34K -671 -2%
Truist Financial
47
Truist Financial
North Carolina
$438K +$34.8K +2,503 +7%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$428K +$163K +11,751 +49%
CF
49
Centaurus Financial
California
$385K -$1.54K -111 -0.3%
AGM
50
Alpine Global Management
New York
$385K +$444K +31,883 New
1
2
3 4 5

ETV Hedge Fund Activity: Q1 2020 in Review

134 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2020, worth a combined $150M — down 5.6% from $159M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ETV positions and 10 closed out — a net gain of 10 holders — while 42 added to existing stakes and 42 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $8.43M. The largest seller was Ameriprise, cutting an estimated $3.89M.

  • 134 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2020, up from 126 in Q4 2019.
  • Funds reported $150M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2020, down 5.6% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2020 and 10 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2020 was RFG Advisory, an estimated $8.43M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2020 was Ameriprise, an estimated $3.89M sold.

Based on aggregated 13F filings for Q1 2020.