We are live on ! Find out more
ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

97 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

0% more capital invested

Capital invested by funds: $117M → $117M (+$61.8K)

0.23% less ownership

Funds ownership: 10.9% → 10.67% (-0.23%)

3% less funds holding

Funds holding: 100 → 97 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
40
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.24M
2
AI
Atria Investments
North Carolina
+$1.09M
3
Ameriprise
Ameriprise
Minnesota
+$826K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$689K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$506K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$5.71M
2
Cohen & Steers
Cohen & Steers
New York
-$3.06M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$601K
4
JG
Jefferies Group
New York
-$400K
5
GC
Guggenheim Capital
Illinois
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
51
Jacobi Capital Management
Pennsylvania
$301K +$16.3K +1,069 +6%
KFGK
52
Keystone Financial Group (Kentucky)
Kentucky
$300K -$4.19K -275 -1%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$289K -$27.2K -1,787 -9%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$276K +$7.62K +500 +3%
BTS
55
BB&T Securities
Virginia
$269K – – –
Millennium Management
56
Millennium Management
New York
$269K +$265K +17,395 New
CF
57
Centaurus Financial
California
$266K +$263K +17,233 New
ASN
58
Advisory Services Network
Georgia
$264K +$3.34K +219 +1%
DAS
59
Dynamic Advisor Solutions
Arizona
$234K +$17.7K +1,165 +8%
CA
60
Cetera Advisors
Colorado
$234K +$230K +15,070 New
AIP
61
Ahrens Investment Partners
Louisiana
$232K -$6.09K -400 -3%
GSBTD
62
Glenview State Bank Trust Department
Illinois
$228K +$7.62K +500 +4%
WAAG
63
Wealth Alliance Advisory Group
Kansas
$227K – – –
FNBT
64
FineMark National Bank & Trust
Florida
$211K – – –
Citigroup
65
Citigroup
New York
$198K -$29.5K -1,936 -13%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$182K +$6.03K +396 +3%
BW
67
Bison Wealth
Georgia
$175K – – –
PMFA
68
Plante Moran Financial Advisors
Michigan
$171K – – –
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$155K +$152K +10,000 New
PAG
70
Private Advisor Group
New Jersey
$155K +$153K +10,018 New
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$104K +$9.52K +625 +10%
RFM
72
Royal Fund Management
Florida
$100K +$87.1K +5,720 +733%
GWM
73
Geneos Wealth Management
Colorado
$91K – – –
US Bancorp
74
US Bancorp
Minnesota
$84K -$107 -7 -0.1%
SEI Investments
75
SEI Investments
Pennsylvania
$63K +$19.2K +1,263 +45%
1 2
3
4 5

ETV Hedge Fund Activity: Q2 2018 in Review

97 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2018, worth a combined $117M — up 0.05% from $117M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ETV and 9 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $1.24M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $5.71M sold.

  • 97 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2018, down from 100 in Q1 2018.
  • Funds reported $117M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2018, up 0.05% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2018 and 11 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2018 was Morgan Stanley, an estimated $1.24M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $5.71M sold.

Based on aggregated 13F filings for Q2 2018.