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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

134 hedge funds and large institutions have $150M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

6% more funds holding

Funds holding: 126 → 134 (+8)

1.04% more ownership

Funds ownership: 12.68% → 13.72% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

6% less capital invested

Capital invested by funds: $159M → $150M (-$8.97M)

Holders
134
Holders Change
+8
Holders Change %
+6.35%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
42
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
+$8.43M
2
SB
Strategic Blueprint
Georgia
+$3.98M
3
SIA
Sit Investment Associates
Minnesota
+$2.74M
4
UBS Group
UBS Group
Switzerland
+$2.62M
5
LPL Financial
LPL Financial
California
+$2.54M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$3.89M
2
OWA
Outlook Wealth Advisors
Texas
-$1.68M
3
CRC
Curi RMB Capital
Illinois
-$357K
4
HH
Hilltop Holdings
Texas
-$275K
5
SCI
Stableford Capital II
Arizona
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$14.9M +$2.14M +153,712 +14%
Invesco
2
Invesco
Georgia
$9.25M +$1.41M +101,267 +15%
Morgan Stanley
3
Morgan Stanley
New York
$9.17M +$2.11M +151,573 +25%
GC
4
Guggenheim Capital
Illinois
$8.74M +$945K +67,905 +10%
UBS Group
5
UBS Group
Switzerland
$7.34M +$2.62M +188,044 +45%
RA
6
RFG Advisory
Alabama
$7.31M +$8.43M +606,254 New
LPL Financial
7
LPL Financial
California
$6.33M +$2.54M +182,287 +53%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.08M +$350K +25,180 +5%
Ameriprise
9
Ameriprise
Minnesota
$5.77M -$3.89M -279,618 -37%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.23M +$6.23M +447,656 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.78M +$1.08M +77,986 +33%
FTI
12
Fiduciary Trust International
Massachusetts
$3.75M +$26.1K +1,876 +0.6%
SB
13
Strategic Blueprint
Georgia
$3.45M +$3.98M +286,357 New
MIAN
14
Mariner Independent Advisor Network
Kansas
$3.34M +$641K +46,068 +18%
ACM
15
Anfield Capital Management
California
$3.28M -$29.3K -2,108 -0.8%
AWA
16
Arkadios Wealth Advisors
Georgia
$2.89M -$46.2K -3,318 -1%
NGA
17
Naples Global Advisors
Florida
$2.77M -$1.39K -100 -0%
SIA
18
Sit Investment Associates
Minnesota
$2.38M +$2.74M +197,147 New
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.31M +$112K +8,042 +4%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.17M -$28K -2,010 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.16M +$188K +13,480 +8%
OC
22
Oppenheimer & Co
New York
$2.12M -$174K -12,500 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.02M +$186K +13,377 +9%
TCWM
24
Total Clarity Wealth Management
Illinois
$1.93M -$184K -13,194 -8%
RJA
25
Raymond James & Associates
Florida
$1.77M -$4.27K -307 -0.2%
1
2 3 4 5

ETV Hedge Fund Activity: Q1 2020 in Review

134 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2020, worth a combined $150M — down 5.6% from $159M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ETV positions and 10 closed out — a net gain of 10 holders — while 42 added to existing stakes and 42 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $8.43M. The largest seller was Ameriprise, cutting an estimated $3.89M.

  • 134 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2020, up from 126 in Q4 2019.
  • Funds reported $150M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2020, down 5.6% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2020 and 10 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2020 was RFG Advisory, an estimated $8.43M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2020 was Ameriprise, an estimated $3.89M sold.

Based on aggregated 13F filings for Q1 2020.