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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

88 hedge funds and large institutions have $114M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

0% more funds holding

Funds holding: 88 → 88 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

0.71% less ownership

Funds ownership: 12.49% → 11.78% (-0.71%)

3% less capital invested

Capital invested by funds: $118M → $114M (-$4.06M)

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
27
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$1.37M
2
Bank of America
Bank of America
North Carolina
+$1.29M
3
UBS Group
UBS Group
Switzerland
+$706K
4
LWAC
Laurel Wealth Advisors (California)
California
+$351K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$346K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$4.05M
2
GC
Guggenheim Capital
Illinois
-$1.47M
3
Invesco
Invesco
Georgia
-$1.34M
4
Cohen & Steers
Cohen & Steers
New York
-$1.23M
5
EFS
Essex Financial Services
Connecticut
-$535K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.4M +$1.29M +84,542 +7%
Cohen & Steers
2
Cohen & Steers
New York
$10.7M -$1.23M -81,018 -10%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$8.76M +$292K +19,159 +3%
GC
4
Guggenheim Capital
Illinois
$7.55M -$1.47M -96,859 -16%
Invesco
5
Invesco
Georgia
$7.33M -$1.34M -87,971 -15%
LPL Financial
6
LPL Financial
California
$5.71M +$164K +10,740 +3%
Morgan Stanley
7
Morgan Stanley
New York
$5.32M +$66.6K +4,374 +1%
FTI
8
Fiduciary Trust International
Massachusetts
$4.23M – – –
UBS Group
9
UBS Group
Switzerland
$3.82M +$706K +46,337 +23%
Wells Fargo
10
Wells Fargo
California
$3.57M -$81.5K -5,352 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.08M +$109K +7,169 +4%
JWM
12
Jacobus Wealth Management
Wisconsin
$3.06M -$426K -27,955 -12%
NGA
13
Naples Global Advisors
Florida
$2.78M +$131K +8,588 +5%
Ameriprise
14
Ameriprise
Minnesota
$2.54M -$439K -28,808 -15%
UAS
15
United Asset Strategies
New York
$2.08M +$102K +6,717 +5%
OC
16
Oppenheimer & Co
New York
$1.89M +$221K +14,500 +13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.68M +$32.4K +2,129 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.65M -$58.5K -3,842 -3%
RJA
19
Raymond James & Associates
Florida
$1.42M -$57.2K -3,758 -4%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.37M +$1.37M +90,038 New
VC
21
Vicus Capital
Pennsylvania
$1.34M +$1.22K +80 +0.1%
CG
22
CFO4Life Group
Texas
$741K +$742K +48,703 New
SCI
23
Stableford Capital II
Arizona
$681K +$37.1K +2,435 +6%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$600K -$158K -10,383 -21%
AG
25
Advisor Group
Arizona
$590K +$11.9K +782 +2%
1
2 3 4

ETV Hedge Fund Activity: Q1 2017 in Review

88 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2017, worth a combined $114M — down 3.4% from $118M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETV positions and 9 closed out — a net gain of 3 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $1.37M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $4.05M sold.

  • 88 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $114M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2017, down 3.4% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2017 and 9 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2017 was MML Investors Services, an estimated $1.37M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2017 was Mariner Independent Advisor Network, an estimated $4.05M sold.

Based on aggregated 13F filings for Q1 2017.