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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

119 hedge funds and large institutions have $132M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 118 → 119 (+1)

0.08% less ownership

Funds ownership: 11.08% → 11% (-0.08%)

1% less capital invested

Capital invested by funds: $133M → $132M (-$732K)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
50
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.12M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$912K
3
OWA
Outlook Wealth Advisors
Texas
+$618K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$602K
5
LPL Financial
LPL Financial
California
+$493K

Top Sellers

Rank Fund Capital Flow
1
SB
Strategic Blueprint
Georgia
-$1.59M
2
Cohen & Steers
Cohen & Steers
New York
-$543K
3
Bank of America
Bank of America
North Carolina
-$468K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$411K
5
AG
Advisor Group
Arizona
-$332K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
51
Laurel Wealth Advisors (California)
California
$289K +$149 +10 +0.1%
EVM
52
Eaton Vance Management
Massachusetts
$287K – – –
EFS
53
Essex Financial Services
Connecticut
$282K -$38.4K -2,574 -12%
EFSCE
54
Enterprise Financial Services Corp (EFSC)
Missouri
$277K – – –
AIP
55
Ahrens Investment Partners
Louisiana
$272K – – –
SCI
56
Stableford Capital II
Arizona
$269K +$29.9K +2,000 +12%
KFGK
57
Keystone Financial Group (Kentucky)
Kentucky
$252K +$3.84K +257 +2%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$248K +$253K +16,943 New
CRWM
59
Castle Rock Wealth Management
California
$243K -$45.2K -3,024 -16%
SS
60
Sunbelt Securities
Texas
$243K +$248K +16,611 New
ST
61
Sabal Trust
Florida
$239K +$243K +16,300 New
DAS
62
Dynamic Advisor Solutions
Arizona
$238K +$13.2K +886 +6%
BTS
63
BB&T Securities
Virginia
$227K -$22.2K -1,487 -9%
ASN
64
Advisory Services Network
Georgia
$225K – – –
DADC
65
D.A. Davidson & Co
Montana
$221K +$34.3K +2,296 +18%
UCFA
66
United Capital Financial Advisors
Texas
$220K +$149 +10 +0.1%
GSBTD
67
Glenview State Bank Trust Department
Illinois
$216K – – –
SB
68
Suntrust Banks
Georgia
$210K -$60K -4,015 -22%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$208K +$212K +14,208 New
BRWA
70
B. Riley Wealth Advisors
Florida
$204K +$5.06K +339 +2%
CAN
71
Cetera Advisor Networks
California
$198K +$25.7K +1,719 +14%
First Manhattan
72
First Manhattan
New York
$196K +$4.36K +292 +2%
ST
73
Spinnaker Trust
Maine
$195K +$200K +13,360 New
FAAS
74
First Allied Advisory Services
California
$189K +$1.4K +94 +0.7%
SBSB
75
Sullivan, Bruyette, Speros & Blaney
Virginia
$188K – – –
1 2
3
4 5

ETV Hedge Fund Activity: Q3 2019 in Review

119 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2019, worth a combined $132M — down 0.55% from $133M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETV positions and 10 closed out — a net gain of 1 holder — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.12M. The largest seller was Strategic Blueprint, cutting an estimated $1.59M.

  • 119 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2019, up from 118 in Q2 2019.
  • Funds reported $132M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2019, down 0.55% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2019 and 10 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2019 was Guggenheim Capital, an estimated $1.12M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2019 was Strategic Blueprint, an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2019.