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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

126 hedge funds and large institutions have $159M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

20% more capital invested

Capital invested by funds: $132M → $159M (+$26.4M)

6% more funds holding

Funds holding: 119 → 126 (+7)

1.68% more ownership

Funds ownership: 11% → 12.68% (+1.7%)

Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
41
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.74M
2
LPL Financial
LPL Financial
California
+$2.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.57M
4
Invesco
Invesco
Georgia
+$1.01M
5
Ameriprise
Ameriprise
Minnesota
+$933K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.11M
2
AG
Advisor Group
Arizona
-$858K
3
VC
Vicus Capital
Pennsylvania
-$461K
4
Bank of America
Bank of America
North Carolina
-$349K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.1M -$349K -23,385 -2%
Ameriprise
2
Ameriprise
Minnesota
$11.3M +$933K +62,554 +9%
Invesco
3
Invesco
Georgia
$9.95M +$1.01M +67,989 +11%
GC
4
Guggenheim Capital
Illinois
$9.82M -$64.9K -4,348 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$9.1M +$139K +9,326 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.16M +$162K +10,861 +2%
UBS Group
7
UBS Group
Switzerland
$6.28M +$466K +31,204 +8%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$5.19M -$46.9K -3,143 -0.9%
LPL Financial
9
LPL Financial
California
$5.13M +$2.5M +167,551 +95%
FTI
10
Fiduciary Trust International
Massachusetts
$4.62M +$25K +1,674 +0.5%
ACM
11
Anfield Capital Management
California
$4.15M +$4.09M +273,948 New
MIAN
12
Mariner Independent Advisor Network
Kansas
$3.74M +$46.2K +3,096 +1%
AWA
13
Arkadios Wealth Advisors
Georgia
$3.71M +$3.62M +242,649 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.52M +$1.57M +105,007 +81%
NGA
15
Naples Global Advisors
Florida
$3.44M +$59.2K +3,970 +2%
OC
16
Oppenheimer & Co
New York
$2.82M +$7.46K +500 +0.3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$2.74M +$2.74M +183,538 New
MML Investors Services
18
MML Investors Services
Massachusetts
$2.72M +$248K +16,596 +10%
TCWM
19
Total Clarity Wealth Management
Illinois
$2.59M +$2.59M +173,479 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.47M +$452K +30,297 +22%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.3M +$147K +9,884 +7%
RJA
22
Raymond James & Associates
Florida
$2.21M +$122K +8,205 +6%
MA
23
Mutual Advisors
Nebraska
$2.14M -$8.07K -541 -0.4%
Wells Fargo
24
Wells Fargo
California
$2.09M -$1.11M -74,565 -35%
CRC
25
Curi RMB Capital
Illinois
$2M -$162K -10,870 -8%
1
2 3 4 5

ETV Hedge Fund Activity: Q4 2019 in Review

126 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2019, worth a combined $159M — up 20% from $132M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETV positions and 8 closed out — a net gain of 11 holders — while 41 added to existing stakes and 30 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $2.74M. The largest seller was Wells Fargo, cutting an estimated $1.11M.

  • 126 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2019, up from 119 in Q3 2019.
  • Funds reported $159M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2019, up 20% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2019 and 8 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2019 was Mercer Global Advisors, an estimated $2.74M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2019 was Wells Fargo, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2019.