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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

126 hedge funds and large institutions have $159M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

20% more capital invested

Capital invested by funds: $132M → $159M (+$26.4M)

6% more funds holding

Funds holding: 119 → 126 (+7)

1.68% more ownership

Funds ownership: 11% → 12.68% (+1.7%)

Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
41
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.74M
2
LPL Financial
LPL Financial
California
+$2.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.57M
4
Invesco
Invesco
Georgia
+$1.01M
5
Ameriprise
Ameriprise
Minnesota
+$933K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.11M
2
AG
Advisor Group
Arizona
-$858K
3
VC
Vicus Capital
Pennsylvania
-$461K
4
Bank of America
Bank of America
North Carolina
-$349K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$221K -$3.01K -202 -1%
GSBTD
77
Glenview State Bank Trust Department
Illinois
$221K – – –
DAS
78
Dynamic Advisor Solutions
Arizona
$213K -$30.2K -2,026 -12%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$212K – – –
BRWA
80
B. Riley Wealth Advisors
Florida
$206K -$2.13K -143 -1%
First Manhattan
81
First Manhattan
New York
$205K +$4.52K +303 +2%
CAN
82
Cetera Advisor Networks
California
$198K -$5.31K -356 -3%
SWM
83
SeaCrest Wealth Management
New York
$198K +$33.9K +2,269 +21%
FAAS
84
First Allied Advisory Services
California
$193K +$1.46K +98 +0.8%
SBSB
85
Sullivan, Bruyette, Speros & Blaney
Virginia
$192K – – –
Citigroup
86
Citigroup
New York
$190K +$686 +46 +0.4%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$178K – – –
BW
88
Bison Wealth
Georgia
$178K +$18.5K +1,240 +12%
WS
89
Wedbush Securities
California
$176K – – –
UCFA
90
United Capital Financial Advisors
Texas
$167K -$57.6K -3,863 -26%
ST
91
Spinnaker Trust
Maine
$162K -$37.3K -2,500 -19%
AF
92
Advisornet Financial
Minnesota
$161K – – –
LNWWM
93
Laird Norton Wetherby Wealth Management
California
$150K – – –
RFM
94
Royal Fund Management
Florida
$106K -$15 -1 -0%
AIC
95
Ameritas Investment Company
Nebraska
$79K +$2.39K +160 +3%
GWM
96
Geneos Wealth Management
Colorado
$67K – – –
SPIA
97
Steward Partners Investment Advisory
New York
$65K – – –
US Bancorp
98
US Bancorp
Minnesota
$58K -$1.86K -125 -3%
WEC
99
Winslow Evans & Crocker
Massachusetts
$58K – – –
LFG
100
Larson Financial Group
Missouri
$52K – – –
2 3
4
5 6

ETV Hedge Fund Activity: Q4 2019 in Review

126 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2019, worth a combined $159M — up 20% from $132M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETV positions and 8 closed out — a net gain of 11 holders — while 41 added to existing stakes and 30 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $2.74M. The largest seller was Wells Fargo, cutting an estimated $1.11M.

  • 126 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2019, up from 119 in Q3 2019.
  • Funds reported $159M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2019, up 20% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2019 and 8 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2019 was Mercer Global Advisors, an estimated $2.74M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2019 was Wells Fargo, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2019.