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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

105 hedge funds and large institutions have $123M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

8% more funds holding

Funds holding: 97105 (+8)

5% more capital invested

Capital invested by funds: $117M → $123M (+$6.4M)

0.29% less ownership

Funds ownership: 10.67%10.38% (-0.29%)

Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
41
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
51
Legacy Private Trust
Wisconsin
$363K
M&T Bank
52
M&T Bank
New York
$342K
JCM
53
Jacobi Capital Management
Pennsylvania
$321K +$6.3K +395 +2%
KFGK
54
Keystone Financial Group (Kentucky)
Kentucky
$317K +$3.51K +220 +1%
LWAC
55
Laurel Wealth Advisors (California)
California
$316K -$5.18K -325 -2%
EVM
56
Eaton Vance Management
Massachusetts
$316K
CRWM
57
Castle Rock Wealth Management
California
$312K -$83.5K -5,240 -20%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$296K -$5.55K -348 -2%
ASN
59
Advisory Services Network
Georgia
$274K +$3.41K +214 +1%
BTS
60
BB&T Securities
Virginia
$267K -$13.2K -826 -5%
Citigroup
61
Citigroup
New York
$258K +$51.7K +3,241 +25%
DAS
62
Dynamic Advisor Solutions
Arizona
$244K
PAG
63
Private Advisor Group
New Jersey
$244K +$81.5K +5,114 +51%
GSBTD
64
Glenview State Bank Trust Department
Illinois
$238K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$206K +$204K +12,765 New
First Manhattan
66
First Manhattan
New York
$197K -$127K -7,944 -39%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$190K
BW
68
Bison Wealth
Georgia
$183K
PMFA
69
Plante Moran Financial Advisors
Michigan
$179K
CA
70
Cetera Advisors
Colorado
$165K -$75.3K -4,720 -31%
LNWWM
71
Laird Norton Wetherby Wealth Management
California
$161K
RFM
72
Royal Fund Management
Florida
$106K +$1.5K +94 +1%
GWM
73
Geneos Wealth Management
Colorado
$95K
WEC
74
Winslow Evans & Crocker
Massachusetts
$80K +$16.3K +1,024 +27%
US Bancorp
75
US Bancorp
Minnesota
$75K -$12.7K -799 -15%

ETV Hedge Fund Activity: Q3 2018 in Review

105 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2018, worth a combined $123M — up 5.5% from $117M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ETV positions and 7 closed out — a net gain of 9 holders — while 41 added to existing stakes and 18 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $2.42M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $9.08M.

  • 105 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2018, up from 97 in Q2 2018.
  • Funds reported $123M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2018, up 5.5% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2018 and 7 closed out, a net change of +9 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2018 was Mariner Independent Advisor Network, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $9.08M sold.

Based on aggregated 13F filings for Q3 2018.