Eaton Vance Tax-Managed Buy-Write Opportunities Fund
119 hedge funds and large institutions have $132M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 10 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 29
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1% more funds holding
Funds holding: 118 → 119 (+1)
0.08% less ownership
Funds ownership: 11.08% → 11% (-0.08%)
1% less capital invested
Capital invested by funds: $133M → $132M (-$732K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.12M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$912K |
| 3 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$618K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$602K |
| 5 |
LPL Financial
San Diego,
California
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$1.59M |
| 2 |
Cohen & Steers
New York
|
-$543K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$468K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$411K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$332K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWA
126
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$5K | -345 | Closed |
|
|
CFGS
127
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$2.99K | -200 | Closed |
|
|
SFG
128
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$3K | -194 | Closed |
|
129
Fidelity Investments
Boston,
Massachusetts
| – | +$45 | +3 | New |
|
ETV Hedge Fund Activity: Q3 2019 in Review
119 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2019, worth a combined $132M — down 0.55% from $133M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ETV positions and 10 closed out — a net gain of 1 holder — while 50 added to existing stakes and 29 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.12M. The largest seller was Strategic Blueprint, cutting an estimated $1.59M.
- 119 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2019, up from 118 in Q2 2019.
- Funds reported $132M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2019, down 0.55% quarter-over-quarter.
- 11 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2019 and 10 closed out, a net change of +1 holder.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2019 was Guggenheim Capital, an estimated $1.12M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2019 was Strategic Blueprint, an estimated $1.59M sold.
Based on aggregated 13F filings for Q3 2019.