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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

118 hedge funds and large institutions have $133M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $130M → $133M (+$3.24M)

0.1% more ownership

Funds ownership: 10.98% → 11.08% (+0.1%)

0% more funds holding

Funds holding: 118 → 118 (0)

Holders
118
Holders Change
–
Holders Change %
0%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
50
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.7M
2
Ameriprise
Ameriprise
Minnesota
+$1.03M
3
Invesco
Invesco
Georgia
+$475K
4
CF
Centaurus Financial
California
+$400K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$310K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.08M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.05M
3
FTI
Fiduciary Trust International
Massachusetts
-$746K
4
Cohen & Steers
Cohen & Steers
New York
-$449K
5
CRC
Curi RMB Capital
Illinois
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
51
Essex Financial Services
Connecticut
$328K +$6.23K +419 +2%
Principal Financial Group
52
Principal Financial Group
Iowa
$297K +$294K +19,788 New
LWAC
53
Laurel Wealth Advisors (California)
California
$296K +$149 +10 +0.1%
EVM
54
Eaton Vance Management
Massachusetts
$294K – – –
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$289K +$30.7K +2,065 +12%
CRWM
56
Castle Rock Wealth Management
California
$289K +$88K +5,921 +45%
EFSCE
57
Enterprise Financial Services Corp (EFSC)
Missouri
$283K -$92.9K -6,253 -25%
Millennium Management
58
Millennium Management
New York
$282K +$279K +18,800 New
AIP
59
Ahrens Investment Partners
Louisiana
$279K – – –
SB
60
Suntrust Banks
Georgia
$268K +$41.3K +2,782 +18%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$261K +$386 +26 +0.1%
BTS
62
BB&T Securities
Virginia
$255K -$8.5K -572 -3%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$255K +$3.77K +254 +2%
SCI
64
Stableford Capital II
Arizona
$246K – – –
ACM
65
Allred Capital Management
Texas
$231K – – –
DAS
66
Dynamic Advisor Solutions
Arizona
$231K +$27K +1,814 +13%
UCFA
67
United Capital Financial Advisors
Texas
$226K +$223K +15,030 New
ASN
68
Advisory Services Network
Georgia
$225K -$3.65K -246 -2%
GSBTD
69
Glenview State Bank Trust Department
Illinois
$222K – – –
BRWA
70
B. Riley Wealth Advisors
Florida
$204K +$17.3K +1,165 +9%
First Manhattan
71
First Manhattan
New York
$197K +$4.31K +290 +2%
FAAS
72
First Allied Advisory Services
California
$193K +$10.6K +716 +6%
DADC
73
D.A. Davidson & Co
Montana
$192K +$190K +12,776 New
SBSB
74
Sullivan, Bruyette, Speros & Blaney
Virginia
$192K +$190K +12,812 New
Citigroup
75
Citigroup
New York
$190K +$3.25K +219 +2%
1 2
3
4 5

ETV Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2019, worth a combined $133M — up 2.5% from $130M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETV positions and 11 closed out — a net gain of 2 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.7M. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.08M sold.

  • 118 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $133M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2019 and 11 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2019 was Guggenheim Capital, an estimated $1.7M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2019 was Bank of Montreal, an estimated $1.08M sold.

Based on aggregated 13F filings for Q2 2019.