Eaton Vance Tax-Managed Buy-Write Opportunities Fund
134 hedge funds and large institutions have $150M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
6% more funds holding
Funds holding: 126 → 134 (+8)
1.04% more ownership
Funds ownership: 12.68% → 13.72% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 42
6% less capital invested
Capital invested by funds: $159M → $150M (-$8.97M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$8.43M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$3.98M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.74M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.62M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.89M |
| 2 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$1.68M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$357K |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$275K |
| 5 |
SCI
Stableford Capital II
Scottsdale,
Arizona
|
-$275K |
ETV Hedge Fund Activity: Q1 2020 in Review
134 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2020, worth a combined $150M — down 5.6% from $159M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ETV positions and 10 closed out — a net gain of 10 holders — while 42 added to existing stakes and 42 trimmed.
The largest buyer was RFG Advisory, opening a new position worth an estimated $8.43M. The largest seller was Ameriprise, cutting an estimated $3.89M.
- 134 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2020, up from 126 in Q4 2019.
- Funds reported $150M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2020, down 5.6% quarter-over-quarter.
- 20 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2020 and 10 closed out, a net change of +10 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2020 was RFG Advisory, an estimated $8.43M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2020 was Ameriprise, an estimated $3.89M sold.
Based on aggregated 13F filings for Q1 2020.