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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

100 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 99100 (+1)

4% more capital invested

Capital invested by funds: $112M → $117M (+$4.36M)

0.13% less ownership

Funds ownership: 11.03%10.9% (-0.13%)

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
51
Castle Rock Wealth Management
California
$285K +$85.9K +5,615 +42%
JCM
52
Jacobi Capital Management
Pennsylvania
$271K +$612 +40 +0.2%
BTS
53
BB&T Securities
Virginia
$259K +$267K +17,418 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$258K -$6.2K -405 -2%
KA
55
Kovack Advisors
Florida
$257K
ASN
56
Advisory Services Network
Georgia
$247K +$18.6K +1,214 +8%
AIP
57
Ahrens Investment Partners
Louisiana
$229K +$17.6K +1,150 +8%
Citigroup
58
Citigroup
New York
$219K -$45.8K -2,995 -17%
WAAG
59
Wealth Alliance Advisory Group
Kansas
$218K +$224K +14,662 New
GSBTD
60
Glenview State Bank Trust Department
Illinois
$213K
DAS
61
Dynamic Advisor Solutions
Arizona
$208K +$214K +13,950 New
FNBT
62
FineMark National Bank & Trust
Florida
$204K
PA
63
PFG Advisors
Arizona
$197K -$78.8K -5,152 -28%
PP
64
Palladium Partners
Virginia
$191K +$197K +12,854 New
Goldman Sachs
65
Goldman Sachs
New York
$182K +$187K +12,200 New
BW
66
Bison Wealth
Georgia
$169K
Baird Financial Group
67
Baird Financial Group
Wisconsin
$169K +$15.3K +1,001 +10%
PMFA
68
Plante Moran Financial Advisors
Michigan
$165K
CAG
69
Csenge Advisory Group
Florida
$153K +$157K +10,277 New
AIA
70
Allegis Investment Advisors
Idaho
$150K
SWP
71
Stratos Wealth Partners
Ohio
$122K -$10.3K -675 -8%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$99K -$237K -15,479 -70%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$90K -$9.57K -625 -9%
GWM
74
Geneos Wealth Management
Colorado
$87K +$23K +1,500 +34%
US Bancorp
75
US Bancorp
Minnesota
$81K

ETV Hedge Fund Activity: Q1 2018 in Review

100 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2018, worth a combined $117M — up 3.9% from $112M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETV positions and 12 closed out — a net gain of 2 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Mariner Independent Advisor Network, adding an estimated $3.64M. The largest seller was Ameriprise, cutting an estimated $868K.

  • 100 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2018, up from 99 in Q4 2017.
  • Funds reported $117M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2018, up 3.9% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2018 and 12 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2018 was Mariner Independent Advisor Network, an estimated $3.64M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2018 was Ameriprise, an estimated $868K sold.

Based on aggregated 13F filings for Q1 2018.