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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

99 hedge funds and large institutions have $112M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

9% more funds holding

Funds holding: 9199 (+8)

0.1% less ownership

Funds ownership: 11.13%11.03% (-0.1%)

1% less capital invested

Capital invested by funds: $113M → $112M (-$694K)

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
32
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wedbush Securities
California
$279K -$71.7K -4,710 -21%
LPL Financial
52
LPL Financial
California
$277K -$235K -15,408 -46%
EVM
53
Eaton Vance Management
Massachusetts
$274K
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$273K +$15.2K +1,000 +6%
Citigroup
55
Citigroup
New York
$272K +$121K +7,971 +82%
KA
56
Kovack Advisors
Florida
$265K +$263K +17,250 New
ASN
57
Advisory Services Network
Georgia
$236K -$1.03K -68 -0.4%
GSBTD
58
Glenview State Bank Trust Department
Illinois
$219K
AIP
59
Ahrens Investment Partners
Louisiana
$219K +$457 +30 +0.2%
CAN
60
Claraphi Advisory Network
United States
$216K +$214K +14,032 New
FNBT
61
FineMark National Bank & Trust
Florida
$210K
CRWM
62
Castle Rock Wealth Management
California
$208K +$206K +13,523 New
CCB
63
Cutter & Co Brokerage
Missouri
$203K -$19.6K -1,290 -9%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$203K +$201K +13,176 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$180K -$34.5K -2,267 -16%
BW
66
Bison Wealth
Georgia
$174K +$11.7K +770 +7%
PMFA
67
Plante Moran Financial Advisors
Michigan
$171K
CA
68
Cetera Advisors
Colorado
$162K
YP
69
Yellowstone Partners
Idaho
$161K +$1.52K +100 +1%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$159K -$3.21K -211 -2%
AIA
71
Allegis Investment Advisors
Idaho
$155K +$154K +10,085 New
SWP
72
Stratos Wealth Partners
Ohio
$137K +$135K +8,895 New
NMC
73
Nine Masts Capital
Hong Kong
$137K +$136K +8,900 New
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$103K -$9.52K -625 -9%
US Bancorp
75
US Bancorp
Minnesota
$84K -$16.1K -1,057 -16%

ETV Hedge Fund Activity: Q4 2017 in Review

99 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2017, worth a combined $112M — down 0.61% from $113M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETV positions and 10 closed out — a net gain of 9 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $2.83M. The largest seller was Cohen & Steers, cutting an estimated $2.12M.

  • 99 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2017, up from 91 in Q3 2017.
  • Funds reported $112M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2017, down 0.61% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2017 and 10 closed out, a net change of +9 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2017 was Curi RMB Capital, an estimated $2.83M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2017 was Cohen & Steers, an estimated $2.12M sold.

Based on aggregated 13F filings for Q4 2017.