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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

112 hedge funds and large institutions have $110M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

7% more funds holding

Funds holding: 105 → 112 (+7)

0.04% more ownership

Funds ownership: 10.38% → 10.43% (+0.04%)

10% less capital invested

Capital invested by funds: $123M → $110M (-$12.6M)

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
35
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.71M
3
Ameriprise
Ameriprise
Minnesota
+$1.55M
4
WAM
Weiss Asset Management
Massachusetts
+$718K
5
AG
Advisor Group
Arizona
+$669K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.22M
2
NMC
Nine Masts Capital
Hong Kong
-$1.66M
3
AI
Atria Investments
North Carolina
-$1.29M
4
Cohen & Steers
Cohen & Steers
New York
-$812K
5
CRC
Curi RMB Capital
Illinois
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$153K +$167K +11,330 New
PMFA
77
Plante Moran Financial Advisors
Michigan
$150K – – –
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$135K – – –
RFM
79
Royal Fund Management
Florida
$90K +$2.19K +149 +2%
GWM
80
Geneos Wealth Management
Colorado
$83K +$4.86K +330 +6%
WEC
81
Winslow Evans & Crocker
Massachusetts
$76K +$11K +750 +15%
FHA
82
Flagship Harbor Advisors
Massachusetts
$72K +$78.9K +5,360 New
SWM
83
SeaCrest Wealth Management
New York
$67K +$24.7K +1,679 +51%
US Bancorp
84
US Bancorp
Minnesota
$63K – – –
AIC
85
Ameritas Investment Company
Nebraska
$62K +$67.4K +4,578 New
SAM
86
Shamrock Asset Management
Texas
$54K – – –
QCIG
87
Quad-Cities Investment Group
Iowa
$52K +$1.25K +85 +2%
LFG
88
Larson Financial Group
Missouri
$47K +$51.5K +3,500 New
WAS
89
WESPAC Advisors SoCal
California
$43K – – –
SSB
90
Sandy Spring Bank
Maryland
$42K +$46.1K +3,134 New
VFA
91
Valeo Financial Advisors
Indiana
$37K – – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$36K -$14.7K -1,000 -27%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$35K +$37.8K +2,568 New
WAM
94
Wealthspire Advisors (Maryland)
Maryland
$34K +$36.8K +2,500 New
CFA
95
Carroll Financial Associates
North Carolina
$29K – – –
FFC
96
First Financial Corp
Indiana
$20K – – –
TFS
97
TrustCore Financial Services
Tennessee
$20K – – –
NFG
98
Next Financial Group
Texas
$13K – – –
NSIM
99
North Star Investment Management
Illinois
$13K – – –
SIM
100
Sonora Investment Management
Arizona
$13K – – –
2 3
4
5 6

ETV Hedge Fund Activity: Q4 2018 in Review

112 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2018, worth a combined $110M — down 10% from $123M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETV positions and 14 closed out — a net gain of 7 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.8M. The largest seller was Bank of America, cutting an estimated $2.22M.

  • 112 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2018, up from 105 in Q3 2018.
  • Funds reported $110M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2018, down 10% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2018 and 14 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2018 was Guggenheim Capital, an estimated $1.8M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2018 was Bank of America, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2018.