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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

134 hedge funds and large institutions have $150M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

6% more funds holding

Funds holding: 126 → 134 (+8)

1.04% more ownership

Funds ownership: 12.68% → 13.72% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

6% less capital invested

Capital invested by funds: $159M → $150M (-$8.97M)

Holders
134
Holders Change
+8
Holders Change %
+6.35%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
42
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$8.43M
2
SB
Strategic Blueprint
Georgia
+$3.98M
3
SIA
Sit Investment Associates
Minnesota
+$2.74M
4
UBS Group
UBS Group
Switzerland
+$2.62M
5
LPL Financial
LPL Financial
California
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$3.89M
2
OWA
Outlook Wealth Advisors
Texas
-$1.68M
3
CRC
Curi RMB Capital
Illinois
-$357K
4
HH
Hilltop Holdings
Texas
-$275K
5
SCI
Stableford Capital II
Arizona
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
76
M&T Bank
New York
$188K -$159K -11,400 -42%
ACM
77
Allred Capital Management
Texas
$186K – – –
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$186K +$214K +15,401 New
DAS
79
Dynamic Advisor Solutions
Arizona
$184K +$13.8K +990 +7%
AIP
80
Ahrens Investment Partners
Louisiana
$182K -$48.7K -3,500 -19%
CAN
81
Cetera Advisor Networks
California
$182K +$24.9K +1,789 +13%
GSBTD
82
Glenview State Bank Trust Department
Illinois
$178K – – –
RIG
83
Ramiah Investment Group
Wisconsin
$176K -$17K -1,224 -8%
First Manhattan
84
First Manhattan
New York
$169K +$4.38K +315 +2%
AP
85
Agilis Partners
Massachusetts
$169K +$195K +14,030 New
SWM
86
SeaCrest Wealth Management
New York
$160K – – –
FAAS
87
First Allied Advisory Services
California
$158K +$1.53K +110 +0.8%
SBSB
88
Sullivan, Bruyette, Speros & Blaney
Virginia
$155K – – –
BRWA
89
B. Riley Wealth Advisors
Florida
$154K -$14.1K -1,016 -7%
BW
90
Bison Wealth
Georgia
$144K – – –
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$139K -$5.36K -385 -3%
PA
92
Pinnacle Associates
New York
$135K +$156K +11,219 New
Jane Street
93
Jane Street
New York
$132K +$152K +10,905 New
Citadel Advisors
94
Citadel Advisors
Florida
$132K +$152K +10,942 New
EPA
95
Element Pointe Advisors
Florida
$130K -$155K -11,129 -51%
AF
96
Advisornet Financial
Minnesota
$130K – – –
UCFA
97
United Capital Financial Advisors
Texas
$127K -$9.25K -665 -6%
LNWWM
98
Laird Norton Wetherby Wealth Management
California
$121K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$104K +$59.8K +4,300 +99%
RFM
100
Royal Fund Management
Florida
$85K +$14 +1 +0%
2 3
4
5 6

ETV Hedge Fund Activity: Q1 2020 in Review

134 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2020, worth a combined $150M — down 5.6% from $159M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ETV positions and 10 closed out — a net gain of 10 holders — while 42 added to existing stakes and 42 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $8.43M. The largest seller was Ameriprise, cutting an estimated $3.89M.

  • 134 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2020, up from 126 in Q4 2019.
  • Funds reported $150M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2020, down 5.6% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2020 and 10 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2020 was RFG Advisory, an estimated $8.43M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2020 was Ameriprise, an estimated $3.89M sold.

Based on aggregated 13F filings for Q1 2020.