We are live on ! Find out more
ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

118 hedge funds and large institutions have $133M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $130M → $133M (+$3.24M)

0.1% more ownership

Funds ownership: 10.98% → 11.08% (+0.1%)

0% more funds holding

Funds holding: 118 → 118 (0)

Holders
118
Holders Change
–
Holders Change %
0%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
50
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.7M
2
Ameriprise
Ameriprise
Minnesota
+$1.03M
3
Invesco
Invesco
Georgia
+$475K
4
CF
Centaurus Financial
California
+$400K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$310K

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.08M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.05M
3
FTI
Fiduciary Trust International
Massachusetts
-$746K
4
Cohen & Steers
Cohen & Steers
New York
-$449K
5
CRC
Curi RMB Capital
Illinois
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17M +$161K +10,859 +1%
Ameriprise
2
Ameriprise
Minnesota
$10.2M +$1.03M +69,141 +11%
Morgan Stanley
3
Morgan Stanley
New York
$8.89M +$8.47K +570 +0.1%
GC
4
Guggenheim Capital
Illinois
$8.8M +$1.7M +114,461 +24%
Invesco
5
Invesco
Georgia
$8.63M +$475K +31,966 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.42M +$291K +19,570 +5%
UBS Group
7
UBS Group
Switzerland
$5.46M -$34.7K -2,333 -0.6%
FTI
8
Fiduciary Trust International
Massachusetts
$4.6M -$746K -50,207 -14%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$4.34M +$310K +20,871 +8%
MIAN
10
Mariner Independent Advisor Network
Kansas
$3.41M +$282K +18,948 +9%
Wells Fargo
11
Wells Fargo
California
$3.4M +$145K +9,767 +5%
NGA
12
Naples Global Advisors
Florida
$3.3M +$72.1K +4,850 +2%
OC
13
Oppenheimer & Co
New York
$2.94M -$96.6K -6,500 -3%
AG
14
Advisor Group
Arizona
$2.57M -$30.8K -2,070 -1%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.48M -$23.1K -1,556 -0.9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.29M -$1.05M -70,434 -32%
CRC
17
Curi RMB Capital
Illinois
$2.23M -$309K -20,787 -12%
LPL Financial
18
LPL Financial
California
$2.14M +$138K +9,299 +7%
MA
19
Mutual Advisors
Nebraska
$2.09M +$43.9K +2,951 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.96M +$63.2K +4,255 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.94M +$230K +15,447 +14%
RJA
22
Raymond James & Associates
Florida
$1.85M +$218K +14,648 +13%
SB
23
Strategic Blueprint
Georgia
$1.61M +$115K +7,738 +8%
UAS
24
United Asset Strategies
New York
$1.08M +$120K +8,054 +13%
SWP
25
Stratos Wealth Partners
Ohio
$957K -$18.3K -1,232 -2%
1
2 3 4 5

ETV Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2019, worth a combined $133M — up 2.5% from $130M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETV positions and 11 closed out — a net gain of 2 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.7M. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.08M sold.

  • 118 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $133M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2019 and 11 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2019 was Guggenheim Capital, an estimated $1.7M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2019 was Bank of Montreal, an estimated $1.08M sold.

Based on aggregated 13F filings for Q2 2019.