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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

124 hedge funds and large institutions have $169M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

13% more capital invested

Capital invested by funds: $150M → $169M (+$19.2M)

0.53% less ownership

Funds ownership: 13.72% → 13.2% (-0.53%)

7% less funds holding

Funds holding: 134 → 124 (-10)

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
124
Holders Change
-10
Holders Change %
-7.46%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
42
Reduced
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Anfield Capital Management
California
+$3.09M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.72M
3
OWA
Outlook Wealth Advisors
Texas
+$1.2M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.03M
5
Morgan Stanley
Morgan Stanley
New York
+$983K

Top Sellers

Rank Fund Capital Flow
1
SB
Strategic Blueprint
Georgia
-$3.45M
2
AWA
Arkadios Wealth Advisors
Georgia
-$2.89M
3
SIA
Sit Investment Associates
Minnesota
-$2.38M
4
Invesco
Invesco
Georgia
-$1.98M
5
TCWM
Total Clarity Wealth Management
Illinois
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
76
M&T Bank
New York
$220K – – –
AIP
77
Ahrens Investment Partners
Louisiana
$220K +$6.74K +500 +3%
DADC
78
D.A. Davidson & Co
Montana
$210K -$12.9K -955 -6%
GSBTD
79
Glenview State Bank Trust Department
Illinois
$209K – – –
First Manhattan
80
First Manhattan
New York
$203K +$4.93K +366 +3%
AP
81
Agilis Partners
Massachusetts
$198K – – –
BRWA
82
B. Riley Wealth Advisors
Florida
$198K +$16.5K +1,224 +10%
SWM
83
SeaCrest Wealth Management
New York
$187K – – –
FAAS
84
First Allied Advisory Services
California
$187K +$1.48K +110 +0.8%
SBSB
85
Sullivan, Bruyette, Speros & Blaney
Virginia
$181K – – –
BW
86
Bison Wealth
Georgia
$168K – – –
Jane Street
87
Jane Street
New York
$165K +$10.8K +802 +7%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$163K – – –
PA
89
Pinnacle Associates
New York
$158K – – –
CBTWT
90
Community Bank & Trust (Waco, Texas)
Texas
$153K +$146K +10,858 New
AF
91
Advisornet Financial
Minnesota
$152K – – –
UCFA
92
United Capital Financial Advisors
Texas
$148K – – –
CG
93
CFO4Life Group
Texas
$146K -$175K -12,979 -56%
SPIA
94
Steward Partners Investment Advisory
New York
$143K +$20.2K +1,500 +17%
LNWWM
95
Laird Norton Wetherby Wealth Management
California
$141K – – –
GWM
96
Geneos Wealth Management
Colorado
$54K – – –
VFA
97
Valeo Financial Advisors
Indiana
$51K +$11.3K +840 +31%
APA
98
American Portfolios Advisors
New York
$46.5K +$620 +46 +1%
PGAM
99
Princeton Global Asset Management
New Jersey
$46K – – –
SSB
100
Sandy Spring Bank
Maryland
$37K – – –
2 3
4
5 6

ETV Hedge Fund Activity: Q2 2020 in Review

124 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2020, worth a combined $169M — up 13% from $150M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ETV and 12 opened new positions — a net loss of 10 holders — while 33 trimmed existing stakes and 42 added.

The largest buyer was Anfield Capital Management, adding an estimated $3.09M. The largest seller was Strategic Blueprint, exiting entirely with an estimated $3.45M sold.

  • 124 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2020, down from 134 in Q1 2020.
  • Funds reported $169M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2020, up 13% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2020 and 22 closed out, a net change of -10 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2020 was Anfield Capital Management, an estimated $3.09M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2020 was Strategic Blueprint, an estimated $3.45M sold.

Based on aggregated 13F filings for Q2 2020.