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ETV

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
34
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$4.14M
2
FTI
Fiduciary Trust International
Massachusetts
+$2.92M
3
JWM
Jacobus Wealth Management
Wisconsin
+$427K
4
Bank of America
Bank of America
North Carolina
+$410K
5
Millennium Management
Millennium Management
New York
+$385K

Top Sellers

1
LPL Financial
LPL Financial
California
-$5.28M
2
GC
Guggenheim Capital
Illinois
-$2.85M
3
UAS
United Asset Strategies
New York
-$940K
4
Invesco
Invesco
Georgia
-$835K
5
Cohen & Steers
Cohen & Steers
New York
-$582K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.9M +$410K +26,620 +2%
Cohen & Steers
2
Cohen & Steers
New York
$10.2M -$582K -37,761 -5%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$9.09M +$312K +20,252 +4%
FTI
4
Fiduciary Trust International
Massachusetts
$6.53M +$2.92M +189,650 +68%
Invesco
5
Invesco
Georgia
$6.52M -$835K -54,180 -11%
Morgan Stanley
6
Morgan Stanley
New York
$5.18M -$153K -9,964 -3%
GC
7
Guggenheim Capital
Illinois
$4.75M -$2.85M -185,194 -37%
MIAN
8
Mariner Independent Advisor Network
Kansas
$4.09M +$4.14M +268,473 New
UBS Group
9
UBS Group
Switzerland
$3.94M +$107K +6,964 +3%
JWM
10
Jacobus Wealth Management
Wisconsin
$3.49M +$427K +27,720 +14%
Wells Fargo
11
Wells Fargo
California
$3.41M -$172K -11,184 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.12M +$32.5K +2,112 +1%
Ameriprise
13
Ameriprise
Minnesota
$2.86M +$292K +18,967 +11%
NGA
14
Naples Global Advisors
Florida
$2.85M +$65.5K +4,250 +2%
OC
15
Oppenheimer & Co
New York
$1.89M -$7.7K -500 -0.4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.75M +$102K +6,640 +6%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.73M +$356K +23,097 +26%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.64M -$41.6K -2,699 -2%
RJA
19
Raymond James & Associates
Florida
$1.4M -$22.5K -1,461 -2%
VC
20
Vicus Capital
Pennsylvania
$1.33M -$12.9K -838 -0.9%
UAS
21
United Asset Strategies
New York
$1.15M -$940K -61,049 -45%
CG
22
CFO4Life Group
Texas
$719K -$24.2K -1,570 -3%
KTC
23
Kistler-Tiffany Companies
Pennsylvania
$654K +$194K +12,626 +42%
AG
24
Advisor Group
Arizona
$650K +$58.8K +3,819 +10%
Creative Planning
25
Creative Planning
Kansas
$596K +$199K +12,918 +49%
1
2 3 4

ETV Hedge Fund Activity: Q2 2017 in Review

92 of the 4,011 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.