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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

119 hedge funds and large institutions have $132M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 118 → 119 (+1)

0.08% less ownership

Funds ownership: 11.08% → 11% (-0.08%)

1% less capital invested

Capital invested by funds: $133M → $132M (-$732K)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
50
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.12M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$912K
3
OWA
Outlook Wealth Advisors
Texas
+$618K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$602K
5
LPL Financial
LPL Financial
California
+$493K

Top Sellers

Rank Fund Capital Flow
1
SB
Strategic Blueprint
Georgia
-$1.59M
2
Cohen & Steers
Cohen & Steers
New York
-$543K
3
Bank of America
Bank of America
North Carolina
-$468K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$411K
5
AG
Advisor Group
Arizona
-$332K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$186K +$687 +46 +0.4%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$174K -$82K -5,488 -32%
WS
78
Wedbush Securities
California
$172K -$2.99K -200 -2%
PMFA
79
Plante Moran Financial Advisors
Michigan
$163K – – –
SWM
80
SeaCrest Wealth Management
New York
$161K +$2.75K +184 +2%
AF
81
Advisornet Financial
Minnesota
$158K +$139K +9,281 +619%
BW
82
Bison Wealth
Georgia
$156K – – –
LNWWM
83
Laird Norton Wetherby Wealth Management
California
$146K – – –
RFM
84
Royal Fund Management
Florida
$104K +$821 +55 +0.8%
AIC
85
Ameritas Investment Company
Nebraska
$75K +$76.1K +5,096 New
GWM
86
Geneos Wealth Management
Colorado
$64K -$70.2K -4,700 -51%
SPIA
87
Steward Partners Investment Advisory
New York
$63K – – –
SAM
88
Shamrock Asset Management
Texas
$59K – – –
US Bancorp
89
US Bancorp
Minnesota
$58K -$9.63K -645 -14%
WEC
90
Winslow Evans & Crocker
Massachusetts
$56K -$14.9K -1,000 -21%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$52K +$29.9K +2,000 +131%
CAN
92
Claraphi Advisory Network
United States
$52K +$53.3K +3,570 New
WAM
93
Wolverine Asset Management
Illinois
$52K +$53.5K +3,584 New
LFG
94
Larson Financial Group
Missouri
$51K – – –
QCIG
95
Quad-Cities Investment Group
Iowa
$49K -$10.7K -715 -18%
PGAM
96
Princeton Global Asset Management
New Jersey
$48K – – –
SSB
97
Sandy Spring Bank
Maryland
$46K – – –
APA
98
American Portfolios Advisors
New York
$41.9K +$493 +33 +1%
VFA
99
Valeo Financial Advisors
Indiana
$40K – – –
HGWM
100
Harvest Group Wealth Management
Massachusetts
$29K – – –
2 3
4
5 6

ETV Hedge Fund Activity: Q3 2019 in Review

119 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2019, worth a combined $132M — down 0.55% from $133M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETV positions and 10 closed out — a net gain of 1 holder — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.12M. The largest seller was Strategic Blueprint, cutting an estimated $1.59M.

  • 119 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2019, up from 118 in Q2 2019.
  • Funds reported $132M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2019, down 0.55% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2019 and 10 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2019 was Guggenheim Capital, an estimated $1.12M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2019 was Strategic Blueprint, an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2019.