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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
FFC
101
First Financial Corp
Indiana
$23K
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$23K
TFS
103
TrustCore Financial Services
Tennessee
$23K
BFEC
104
Benjamin F. Edwards & Company
Missouri
$23K +$10.4K +700 +88%
SIM
105
Sonora Investment Management
Arizona
$21K +$7.28K +490 +53%
CFA
106
Carroll Financial Associates
North Carolina
$17K -$14.3K -965 -45%
JPLA
107
Joseph P. Lucia & Associates
New York
$15K -$210K -14,120 -93%
NFG
108
Next Financial Group
Texas
$15K
LWANC
109
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K +$13.4K +900 New
RIA
110
Realta Investment Advisors
Delaware
$11K +$10.4K +697 New
SNT
111
Security National Trust
West Virginia
$10K
GSWM
112
Golden State Wealth Management
California
$9K +$9.61K +647 New
TF
113
TimeScale Financial
Massachusetts
$8K +$7.43K +500 New
CWA
114
Clarus Wealth Advisors
Arizona
$5K +$5.13K +345 New
CFGS
115
Concourse Financial Group Securities
Alabama
$3K
SFG
116
SevenBridge Financial Group
Pennsylvania
$3K
BCWM
117
Bartlett & Co Wealth Management
Ohio
$2.25K
BC
118
Bartlett & Co
Ohio
$2K
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
-$1.08M -71,954 Closed
TSS
120
Two Sigma Securities
New York
-$171K -11,372 Closed
PA
121
PFG Advisors
Arizona
-$164K -10,670 Closed
WAS
122
WESPAC Advisors SoCal
California
-$48K -3,253 Closed
WAM
123
Wealthspire Advisors (Maryland)
Maryland
-$38K -2,500 Closed
NSIM
124
North Star Investment Management
Illinois
-$15K -1,001 Closed
FHA
125
Flagship Harbor Advisors
Massachusetts
-$9K -650 Closed

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.