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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

105 hedge funds and large institutions have $123M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

8% more funds holding

Funds holding: 97 → 105 (+8)

5% more capital invested

Capital invested by funds: $117M → $123M (+$6.4M)

0.29% less ownership

Funds ownership: 10.67% → 10.38% (-0.29%)

Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIAN
Mariner Independent Advisor Network
Kansas
+$2.42M
2
NMC
Nine Masts Capital
Hong Kong
+$1.65M
3
Ameriprise
Ameriprise
Minnesota
+$890K
4
UBS Group
UBS Group
Switzerland
+$810K
5
Morgan Stanley
Morgan Stanley
New York
+$795K

Top Sellers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$9.08M
2
Cohen & Steers
Cohen & Steers
New York
-$1.42M
3
Millennium Management
Millennium Management
New York
-$269K
4
CF
Centaurus Financial
California
-$266K
5
FNBT
FineMark National Bank & Trust
Florida
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
76
Shamrock Asset Management
Texas
$64K – – –
QCIG
77
Quad-Cities Investment Group
Iowa
$61K +$1.26K +79 +2%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$60K – – –
SWM
79
SeaCrest Wealth Management
New York
$53K – – –
WAS
80
WESPAC Advisors SoCal
California
$52K +$51.9K +3,253 New
SPIA
81
Steward Partners Investment Advisory
New York
$45K – – –
VFA
82
Valeo Financial Advisors
Indiana
$40K – – –
CFA
83
Carroll Financial Associates
North Carolina
$34K – – –
APA
84
American Portfolios Advisors
New York
$28.6K +$28.3K +1,775 New
FFC
85
First Financial Corp
Indiana
$24K – – –
TFS
86
TrustCore Financial Services
Tennessee
$24K – – –
NC
87
NewSquare Capital
Pennsylvania
$18K +$17.5K +1,100 New
GI
88
Gradient Investments
Minnesota
$17K +$17.1K +1,070 New
NSIM
89
North Star Investment Management
Illinois
$16K – – –
NFG
90
Next Financial Group
Texas
$16K +$15.9K +1,000 New
SIM
91
Sonora Investment Management
Arizona
$15K – – –
BFEC
92
Benjamin F. Edwards & Company
Missouri
$13K – – –
SNT
93
Security National Trust
West Virginia
$11K – – –
CAG
94
Csenge Advisory Group
Florida
$11K +$12.4K +780 New
AF
95
Advisornet Financial
Minnesota
$8K – – –
MFW
96
Mosaic Family Wealth
Missouri
$8K – – –
FHB
97
First Hawaiian Bank
Hawaii
$7K +$6.54K +410 New
VNA
98
Valley National Advisers
Pennsylvania
$7K +$6.78K +425 New
GP
99
Girard Partners
Pennsylvania
$7K +$7.06K +443 New
SFG
100
SevenBridge Financial Group
Pennsylvania
$6K – – –
1 2 3
4
5

ETV Hedge Fund Activity: Q3 2018 in Review

105 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2018, worth a combined $123M — up 5.5% from $117M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ETV positions and 7 closed out — a net gain of 9 holders — while 41 added to existing stakes and 18 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $2.42M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $9.08M.

  • 105 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2018, up from 97 in Q2 2018.
  • Funds reported $123M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2018, up 5.5% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2018 and 7 closed out, a net change of +9 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2018 was Mariner Independent Advisor Network, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $9.08M sold.

Based on aggregated 13F filings for Q3 2018.