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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

100 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 99 → 100 (+1)

4% more capital invested

Capital invested by funds: $112M → $117M (+$4.36M)

0.13% less ownership

Funds ownership: 11.03% → 10.9% (-0.13%)

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
38
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIAN
Mariner Independent Advisor Network
Kansas
+$3.64M
2
Bank of America
Bank of America
North Carolina
+$2.01M
3
GC
Guggenheim Capital
Illinois
+$1.08M
4
LPL Financial
LPL Financial
California
+$936K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$598K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$868K
2
DA
Doliver Advisors
Texas
-$531K
3
WAM
Wolverine Asset Management
Illinois
-$457K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$237K
5
CAN
Claraphi Advisory Network
United States
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
76
Shamrock Asset Management
Texas
$62K – – –
IIC
77
Integrated Investment Consultants
Michigan
$54K +$55.5K +3,626 New
WEC
78
Winslow Evans & Crocker
Massachusetts
$52.5K +$17.2K +1,126 +47%
SWM
79
SeaCrest Wealth Management
New York
$49K – – –
WAS
80
WESPAC Advisors SoCal
California
$48K – – –
SEI Investments
81
SEI Investments
Pennsylvania
$42K +$2.66K +174 +7%
VFA
82
Valeo Financial Advisors
Indiana
$41K – – –
RFC
83
Regions Financial Corp
Alabama
$33K – – –
CFA
84
Carroll Financial Associates
North Carolina
$31K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$31K – – –
FFC
86
First Financial Corp
Indiana
$22K – – –
TFS
87
TrustCore Financial Services
Tennessee
$22K – – –
NSIM
88
North Star Investment Management
Illinois
$15K – – –
SIM
89
Sonora Investment Management
Arizona
$13.8K – – –
BFEC
90
Benjamin F. Edwards & Company
Missouri
$12K – – –
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$1.25K +82 +11%
RFM
92
Royal Fund Management
Florida
$11K +$11.9K +780 New
SNT
93
Security National Trust
West Virginia
$10K – – –
MFW
94
Mosaic Family Wealth
Missouri
$8K – – –
WDL
95
Well Done LLC
Michigan
$8K +$8.02K +524 New
AF
96
Advisornet Financial
Minnesota
$7K +$7.65K +500 New
SFG
97
SevenBridge Financial Group
Pennsylvania
$3K – – –
PWAG
98
Polaris Wealth Advisory Group
California
$3K +$2.57K +168 New
BCWM
99
Bartlett & Co Wealth Management
Ohio
$2.23K +$2.3K +150 New
BC
100
Bartlett & Co
Ohio
$2K – – –
1 2 3
4
5

ETV Hedge Fund Activity: Q1 2018 in Review

100 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2018, worth a combined $117M — up 3.9% from $112M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETV positions and 12 closed out — a net gain of 2 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Mariner Independent Advisor Network, adding an estimated $3.64M. The largest seller was Ameriprise, cutting an estimated $868K.

  • 100 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2018, up from 99 in Q4 2017.
  • Funds reported $117M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2018, up 3.9% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2018 and 12 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2018 was Mariner Independent Advisor Network, an estimated $3.64M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2018 was Ameriprise, an estimated $868K sold.

Based on aggregated 13F filings for Q1 2018.