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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

118 hedge funds and large institutions have $130M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $110M → $130M (+$19.4M)

5% more funds holding

Funds holding: 112118 (+6)

0.55% more ownership

Funds ownership: 10.43%10.98% (+0.55%)

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
47
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
76
Plante Moran Financial Advisors
Michigan
$167K
PA
77
PFG Advisors
Arizona
$164K -$7.35K -500 -4%
BW
78
Bison Wealth
Georgia
$160K -$9.92K -675 -6%
LNWWM
79
Laird Norton Wetherby Wealth Management
California
$150K
GWM
80
Geneos Wealth Management
Colorado
$134K +$39.7K +2,705 +43%
RFM
81
Royal Fund Management
Florida
$103K +$2.38K +162 +2%
WEC
82
Winslow Evans & Crocker
Massachusetts
$84K -$1.47K -100 -2%
SWM
83
SeaCrest Wealth Management
New York
$74K
US Bancorp
84
US Bancorp
Minnesota
$70K
SAM
85
Shamrock Asset Management
Texas
$60K
QCIG
86
Quad-Cities Investment Group
Iowa
$60K +$1.34K +91 +2%
LFG
87
Larson Financial Group
Missouri
$53K
WAS
88
WESPAC Advisors SoCal
California
$48K
SSB
89
Sandy Spring Bank
Maryland
$47K
VFA
90
Valeo Financial Advisors
Indiana
$41K
WAM
91
Wealthspire Advisors (Maryland)
Maryland
$38K
CFA
92
Carroll Financial Associates
North Carolina
$32K
APA
93
American Portfolios Advisors
New York
$30.6K +$29.9K +2,035 New
HGWM
94
Harvest Group Wealth Management
Massachusetts
$30K +$29.4K +2,002 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$25K -$15.4K -1,051 -41%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$23K -$17.3K -1,175 -44%
FFC
97
First Financial Corp
Indiana
$23K
TFS
98
TrustCore Financial Services
Tennessee
$23K
AF
99
Advisornet Financial
Minnesota
$23K +$14.7K +1,000 +200%
CF
100
Centaurus Financial
California
$21.2K +$4.69K +319 New

ETV Hedge Fund Activity: Q1 2019 in Review

118 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2019, worth a combined $130M — up 18% from $110M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETV positions and 9 closed out — a net gain of 6 holders — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.36M. The largest seller was Bank of America, cutting an estimated $3.12M.

  • 118 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2019, up from 112 in Q4 2018.
  • Funds reported $130M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2019, up 18% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2019 and 9 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2019 was Ameriprise, an estimated $2.36M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2019 was Bank of America, an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2019.