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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

97 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

0% more capital invested

Capital invested by funds: $117M → $117M (+$61.8K)

0.23% less ownership

Funds ownership: 10.9% → 10.67% (-0.23%)

3% less funds holding

Funds holding: 100 → 97 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
40
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.24M
2
AI
Atria Investments
North Carolina
+$1.09M
3
Ameriprise
Ameriprise
Minnesota
+$826K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$689K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$506K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$5.71M
2
Cohen & Steers
Cohen & Steers
New York
-$3.06M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$601K
4
JG
Jefferies Group
New York
-$400K
5
GC
Guggenheim Capital
Illinois
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
76
Shamrock Asset Management
Texas
$62K – – –
WEC
77
Winslow Evans & Crocker
Massachusetts
$60K +$4.57K +300 +9%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$57K -$45.7K -3,002 -45%
QCIG
79
Quad-Cities Investment Group
Iowa
$57K +$56.6K +3,717 New
SWM
80
SeaCrest Wealth Management
New York
$51K – – –
VFA
81
Valeo Financial Advisors
Indiana
$44K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$43K +$10.7K +700 +33%
CFA
83
Carroll Financial Associates
North Carolina
$33K – – –
FFC
84
First Financial Corp
Indiana
$23K – – –
TFS
85
TrustCore Financial Services
Tennessee
$23K – – –
NSIM
86
North Star Investment Management
Illinois
$15K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$15K +$14.9K +975 New
SIM
88
Sonora Investment Management
Arizona
$14K – – –
BFEC
89
Benjamin F. Edwards & Company
Missouri
$12K – – –
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K – – –
SNT
91
Security National Trust
West Virginia
$10K – – –
AF
92
Advisornet Financial
Minnesota
$8K – – –
MFW
93
Mosaic Family Wealth
Missouri
$8K – – –
SFG
94
SevenBridge Financial Group
Pennsylvania
$6K +$2.96K +194 +100%
PWAG
95
Polaris Wealth Advisory Group
California
$3K – – –
BCWM
96
Bartlett & Co Wealth Management
Ohio
$2.32K – – –
BC
97
Bartlett & Co
Ohio
$2K – – –
MIAN
98
Mariner Independent Advisor Network
Kansas
– -$5.71M -383,755 Closed
JMPWA
99
JP Morgan Private Wealth Advisors
California
– -$601K -40,342 Closed
JG
100
Jefferies Group
New York
– -$400K -26,852 Closed
1 2 3
4
5

ETV Hedge Fund Activity: Q2 2018 in Review

97 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2018, worth a combined $117M — up 0.05% from $117M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ETV and 9 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $1.24M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $5.71M sold.

  • 97 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2018, down from 100 in Q1 2018.
  • Funds reported $117M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2018, up 0.05% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2018 and 11 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2018 was Morgan Stanley, an estimated $1.24M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $5.71M sold.

Based on aggregated 13F filings for Q2 2018.