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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
WEC
101
Winslow Evans & Crocker
Massachusetts
$31K – – –
HGWM
102
Harvest Group Wealth Management
Massachusetts
$28K – – –
SF
103
Synovus Financial
Georgia
$26K -$32.2K -2,391 -56%
US Bancorp
104
US Bancorp
Minnesota
$25K -$7.16K -531 -23%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
FFC
106
First Financial Corp
Indiana
$21K – – –
TFS
107
TrustCore Financial Services
Tennessee
$21K – – –
CFA
108
Carroll Financial Associates
North Carolina
$16K – – –
BFEC
109
Benjamin F. Edwards & Company
Missouri
$15K -$674 -50 -5%
JPLA
110
Joseph P. Lucia & Associates
New York
$14K – – –
NSIM
111
North Star Investment Management
Illinois
$14K – – –
BFIM
112
Beese Fulmer Investment Management
Ohio
$14K +$13.5K +1,000 New
FEG
113
Financial Enhancement Group
Indiana
$14K +$13.5K +1,000 New
SIM
114
Sonora Investment Management
Arizona
$13K -$16.2K -1,200 -56%
LWANC
115
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K – – –
HCM
116
Highlander Capital Management
New Jersey
$13K +$297 +22 +3%
SNT
117
Security National Trust
West Virginia
$10K – – –
SIS
118
Sound Income Strategies
Florida
$10K – – –
TRCT
119
Tower Research Capital (TRC)
New York
$8K +$8.09K +600 New
BAM
120
Bellevue Asset Management
Washington
$5K – – –
TF
121
Tompkins Financial
New York
$4K – – –
BCWM
122
Bartlett & Co Wealth Management
Ohio
$2.12K – – –
BC
123
Bartlett & Co
Ohio
$2K – – –
PA
124
Parallel Advisors
California
$2K +$2.18K +162 New
SB
125
Strategic Blueprint
Georgia
– -$3.45M -286,357 Closed
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.