Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
92 hedge funds and large institutions have $113M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
48% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 23
5% more funds holding
Funds holding: 88 → 92 (+4)
0.12% less ownership
Funds ownership: 11.78% → 11.66% (-0.12%)
1% less capital invested
Capital invested by funds: $114M → $113M (-$1.15M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$4.14M |
| 2 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
+$2.92M |
| 3 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$427K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$410K |
| 5 |
Millennium Management
New York
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.28M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.85M |
| 3 |
UAS
United Asset Strategies
Garden City,
New York
|
-$940K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$835K |
| 5 |
Cohen & Steers
New York
|
-$582K |
ETV Hedge Fund Activity: Q2 2017 in Review
92 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2017, worth a combined $113M — down 1% from $114M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ETV positions and 6 closed out — a net gain of 5 holders — while 34 added to existing stakes and 23 trimmed.
The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $4.14M. The largest seller was LPL Financial, cutting an estimated $5.28M.
- 92 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2017, up from 88 in Q1 2017.
- Funds reported $113M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2017, down 1% quarter-over-quarter.
- 11 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2017 and 6 closed out, a net change of +5 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2017 was Mariner Independent Advisor Network, an estimated $4.14M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2017 was LPL Financial, an estimated $5.28M sold.
Based on aggregated 13F filings for Q2 2017.