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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

118 hedge funds and large institutions have $130M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $110M → $130M (+$19.4M)

5% more funds holding

Funds holding: 112118 (+6)

0.55% more ownership

Funds ownership: 10.43%10.98% (+0.55%)

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
47
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
51
Legacy Private Trust
Wisconsin
$335K
EFS
52
Essex Financial Services
Connecticut
$322K +$6.02K +410 +2%
LWAC
53
Laurel Wealth Advisors (California)
California
$296K +$970 +66 +0.3%
EVM
54
Eaton Vance Management
Massachusetts
$294K
AIP
55
Ahrens Investment Partners
Louisiana
$279K -$76.4K -5,200 -22%
BTS
56
BB&T Securities
Virginia
$264K +$39.8K +2,710 +18%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$261K +$367 +25 +0.1%
MAFM
58
Mid Atlantic Financial Management
Pennsylvania
$258K +$22.4K +1,523 +10%
KFGK
59
Keystone Financial Group (Kentucky)
Kentucky
$251K +$3.6K +245 +1%
SCI
60
Stableford Capital II
Arizona
$246K
ACM
61
Allred Capital Management
Texas
$234K
ASN
62
Advisory Services Network
Georgia
$228K -$15.8K -1,072 -7%
SB
63
Suntrust Banks
Georgia
$228K +$232K +15,781 New
GSBTD
64
Glenview State Bank Trust Department
Illinois
$222K
DAS
65
Dynamic Advisor Solutions
Arizona
$204K +$617 +42 +0.3%
IA
66
IFP Advisors
Florida
$201K -$21.8K -1,486 -10%
First Manhattan
67
First Manhattan
New York
$192K +$4.26K +290 +2%
CAN
68
Cetera Advisor Networks
California
$191K +$10.8K +738 +6%
Citigroup
69
Citigroup
New York
$187K -$9.33K -635 -5%
BRWA
70
B. Riley Wealth Advisors
Florida
$187K +$15.8K +1,076 +9%
FAAS
71
First Allied Advisory Services
California
$183K +$1.34K +91 +0.8%
WS
72
Wedbush Securities
California
$180K -$153K -10,400 -47%
BCA
73
Biltmore Capital Advisors
New Jersey
$175K +$172K +11,680 New
TSS
74
Two Sigma Securities
New York
$171K -$11.6K -789 -6%
FCI
75
Financial Counselors Inc
Kansas
$170K +$167K +11,335 New

ETV Hedge Fund Activity: Q1 2019 in Review

118 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2019, worth a combined $130M — up 18% from $110M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETV positions and 9 closed out — a net gain of 6 holders — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.36M. The largest seller was Bank of America, cutting an estimated $3.12M.

  • 118 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2019, up from 112 in Q4 2018.
  • Funds reported $130M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2019, up 18% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2019 and 9 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2019 was Ameriprise, an estimated $2.36M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2019 was Bank of America, an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2019.