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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

118 hedge funds and large institutions have $133M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $130M → $133M (+$3.24M)

0.1% more ownership

Funds ownership: 10.98%11.08% (+0.1%)

0% more funds holding

Funds holding: 118118 (0)

Holders
118
Holders Change
Holders Change %
0%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
50
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
76
Wedbush Securities
California
$180K
CAN
77
Cetera Advisor Networks
California
$179K -$10.7K -717 -6%
BCA
78
Biltmore Capital Advisors
New Jersey
$175K
FCI
79
Financial Counselors Inc
Kansas
$170K
PMFA
80
Plante Moran Financial Advisors
Michigan
$167K
SWM
81
SeaCrest Wealth Management
New York
$162K +$87.1K +5,860 +118%
BW
82
Bison Wealth
Georgia
$160K
LNWWM
83
Laird Norton Wetherby Wealth Management
California
$150K
GWM
84
Geneos Wealth Management
Colorado
$137K +$2.97K +200 +2%
RFM
85
Royal Fund Management
Florida
$106K +$2.44K +164 +2%
WEC
86
Winslow Evans & Crocker
Massachusetts
$74K -$10.4K -700 -13%
US Bancorp
87
US Bancorp
Minnesota
$70K
SPIA
88
Steward Partners Investment Advisory
New York
$65K +$64.6K +4,350 New
QCIG
89
Quad-Cities Investment Group
Iowa
$61K +$1.34K +90 +2%
SAM
90
Shamrock Asset Management
Texas
$60K
LFG
91
Larson Financial Group
Missouri
$53K
PGAM
92
Princeton Global Asset Management
New Jersey
$50K +$41.5K +2,796 +554%
SSB
93
Sandy Spring Bank
Maryland
$47K
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$43K +$42.7K +2,872 New
APA
95
American Portfolios Advisors
New York
$42.5K +$11.8K +793 +39%
VFA
96
Valeo Financial Advisors
Indiana
$41K
HGWM
97
Harvest Group Wealth Management
Massachusetts
$30K
HCM
98
Highlander Capital Management
New Jersey
$27K +$27.1K +1,827 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$25K
AF
100
Advisornet Financial
Minnesota
$23K

ETV Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2019, worth a combined $133M — up 2.5% from $130M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETV positions and 11 closed out — a net gain of 2 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.7M. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.08M sold.

  • 118 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $133M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2019 and 11 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2019 was Guggenheim Capital, an estimated $1.7M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2019 was Bank of Montreal, an estimated $1.08M sold.

Based on aggregated 13F filings for Q2 2019.