Eaton Vance Tax-Managed Buy-Write Opportunities Fund
87 hedge funds and large institutions have $124M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 9 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 23
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.59% less ownership
Funds ownership: 13.77% → 13.18% (-0.59%)
4% less capital invested
Capital invested by funds: $129M → $124M (-$4.91M)
2% less funds holding
Funds holding: 89 → 87 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$2.09M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$475K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$474K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$389K |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.82M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.55M |
| 3 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
-$1.48M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$826K |
| 5 |
AIG
American International Group
New York
|
-$802K |
ETV Hedge Fund Activity: Q2 2016 in Review
87 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2016, worth a combined $124M — down 3.8% from $129M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of ETV and 8 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 33 added.
The largest buyer was Mariner Independent Advisor Network, adding an estimated $2.09M. The largest seller was LPL Financial, cutting an estimated $3.82M.
- 87 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2016, down from 89 in Q1 2016.
- Funds reported $124M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2016, down 3.8% quarter-over-quarter.
- 8 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2016 and 9 closed out, a net change of -1 holder.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2016 was Mariner Independent Advisor Network, an estimated $2.09M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2016 was LPL Financial, an estimated $3.82M sold.
Based on aggregated 13F filings for Q2 2016.