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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

88 hedge funds and large institutions have $114M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

0% more funds holding

Funds holding: 88 → 88 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

0.71% less ownership

Funds ownership: 12.49% → 11.78% (-0.71%)

3% less capital invested

Capital invested by funds: $118M → $114M (-$4.06M)

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
27
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$1.37M
2
Bank of America
Bank of America
North Carolina
+$1.29M
3
UBS Group
UBS Group
Switzerland
+$706K
4
LWAC
Laurel Wealth Advisors (California)
California
+$351K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$346K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$4.05M
2
GC
Guggenheim Capital
Illinois
-$1.47M
3
Invesco
Invesco
Georgia
-$1.34M
4
Cohen & Steers
Cohen & Steers
New York
-$1.23M
5
EFS
Essex Financial Services
Connecticut
-$535K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
76
Next Financial Group
Texas
$28K -$277K -18,225 -91%
BWM
77
Baystate Wealth Management
Massachusetts
$28K +$27.4K +1,800 New
FFC
78
First Financial Corp
Indiana
$23K – – –
CFA
79
Carroll Financial Associates
North Carolina
$17K -$109K -7,150 -86%
NSIM
80
North Star Investment Management
Illinois
$15K +$320 +21 +2%
SIM
81
Sonora Investment Management
Arizona
$14.1K – – –
GWM
82
Geneos Wealth Management
Colorado
$13K -$9.9K -650 -42%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$12K – – –
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K -$83.3K -5,473 -88%
SNT
85
Security National Trust
West Virginia
$10K – – –
MFW
86
Mosaic Family Wealth
Missouri
$8K – – –
SFG
87
SevenBridge Financial Group
Pennsylvania
$3K – – –
BC
88
Bartlett & Co
Ohio
$2K – – –
MIAN
89
Mariner Independent Advisor Network
Kansas
– -$4.05M -273,230 Closed
VKH
90
Virtu KCG Holdings
New York
– -$269K -18,134 Closed
WPC
91
White Pine Capital
Minnesota
– -$206K -13,850 Closed
FCB
92
First Command Bank
Texas
– -$93K -6,257 Closed
FCFS
93
First Command Financial Services
Texas
– -$93K -6,257 Closed
JIC
94
Joel Isaacson & Co
New York
– -$19K -1,250 Closed
AA
95
Apriem Advisors
California
– -$16K -1,059 Closed
RFM
96
Royal Fund Management
Florida
– -$14K -1,000 Closed
IIC
97
Integrated Investment Consultants
Michigan
– -$12.7K -834 Closed
1 2 3
4

ETV Hedge Fund Activity: Q1 2017 in Review

88 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2017, worth a combined $114M — down 3.4% from $118M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETV positions and 9 closed out — a net gain of 3 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $1.37M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $4.05M sold.

  • 88 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $114M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2017, down 3.4% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2017 and 9 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2017 was MML Investors Services, an estimated $1.37M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2017 was Mariner Independent Advisor Network, an estimated $4.05M sold.

Based on aggregated 13F filings for Q1 2017.