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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

100 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 99 → 100 (+1)

4% more capital invested

Capital invested by funds: $112M → $117M (+$4.36M)

0.13% less ownership

Funds ownership: 11.03% → 10.9% (-0.13%)

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
38
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$3.64M
2
Bank of America
Bank of America
North Carolina
+$2.01M
3
GC
Guggenheim Capital
Illinois
+$1.08M
4
LPL Financial
LPL Financial
California
+$936K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$598K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$868K
2
DA
Doliver Advisors
Texas
-$531K
3
WAM
Wolverine Asset Management
Illinois
-$457K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$237K
5
CAN
Claraphi Advisory Network
United States
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$21.5M +$2.01M +131,531 +10%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$10M +$598K +39,060 +6%
Cohen & Steers
3
Cohen & Steers
New York
$6.13M +$132K +8,624 +2%
Morgan Stanley
4
Morgan Stanley
New York
$6.05M +$143K +9,364 +2%
Invesco
5
Invesco
Georgia
$5.73M +$222K +14,479 +4%
MIAN
6
Mariner Independent Advisor Network
Kansas
$5.71M +$3.64M +238,034 +163%
FTI
7
Fiduciary Trust International
Massachusetts
$5.3M -$45.9K -3,000 -0.8%
GC
8
Guggenheim Capital
Illinois
$4.17M +$1.08M +70,696 +34%
Ameriprise
9
Ameriprise
Minnesota
$3.46M -$868K -56,740 -20%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.41M +$80.9K +5,284 +2%
Wells Fargo
11
Wells Fargo
California
$3.36M -$178K -11,633 -5%
UBS Group
12
UBS Group
Switzerland
$3.02M -$85.3K -5,571 -3%
NGA
13
Naples Global Advisors
Florida
$3.01M +$170K +11,125 +6%
CRC
14
Curi RMB Capital
Illinois
$2.99M +$231K +15,105 +8%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.95M +$230K +15,044 +13%
MA
16
Mutual Advisors
Nebraska
$1.87M +$42.3K +2,767 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.69M -$109K -7,141 -6%
OC
18
Oppenheimer & Co
New York
$1.62M -$142K -9,300 -8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.57M +$71.8K +4,689 +5%
RJA
20
Raymond James & Associates
Florida
$1.42M +$18.9K +1,236 +1%
LPL Financial
21
LPL Financial
California
$1.18M +$936K +61,172 +339%
UAS
22
United Asset Strategies
New York
$1.13M +$29.8K +1,944 +3%
VC
23
Vicus Capital
Pennsylvania
$1.05M -$186K -12,169 -15%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.04M +$191K +12,497 +22%
AG
25
Advisor Group
Arizona
$973K -$2.3K -150 -0.2%
1
2 3 4 5

ETV Hedge Fund Activity: Q1 2018 in Review

100 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2018, worth a combined $117M — up 3.9% from $112M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETV positions and 12 closed out — a net gain of 2 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Mariner Independent Advisor Network, adding an estimated $3.64M. The largest seller was Ameriprise, cutting an estimated $868K.

  • 100 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2018, up from 99 in Q4 2017.
  • Funds reported $117M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2018, up 3.9% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2018 and 12 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2018 was Mariner Independent Advisor Network, an estimated $3.64M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2018 was Ameriprise, an estimated $868K sold.

Based on aggregated 13F filings for Q1 2018.