EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

87 hedge funds and large institutions have $116M invested in Eaton Vance Enhance Equity Income Fund II in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
25
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFG
1
Larson Financial Group
Missouri
$1.64M
2
GC
2
Guggenheim Capital
Illinois
$4.49M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.77M
4
CFGS
4
Concourse Financial Group Securities
Alabama
$400K
5
Creative Planning
5
Creative Planning
Kansas
$228K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$26.6M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Invesco
3
Invesco
Georgia
$5.99M
4
PFP
4
Pinnacle Financial Partners
Tennessee
$151K
5
BCM
5
Bluefin Capital Management
New York
$624K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWG
26
Altus Wealth Group
Colorado
$732K – – –
KAS
27
Kestra Advisory Services
Texas
$722K +$62.3K +4,070 +9%
PAG
28
Private Advisor Group
New Jersey
$697K +$25.9K +1,690 +4%
TGAM
29
TBH Global Asset Management
Tennessee
$631K – – –
BCM
30
Bluefin Capital Management
New York
$624K -$288K -18,856 -32%
EVM
31
Eaton Vance Management
Massachusetts
$586K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$511K +$21.6K +1,412 +4%
GAA
33
Global Assets Advisory
Florida
$482K +$20.4K +1,193 +4%
D
34
Diversified
Delaware
$465K -$247K -16,145 -35%
IAIM
35
International Assets Investment Management
Florida
$427K -$82.6K -5,413 -16%
AAS
36
Ameritas Advisory Services
Nebraska
$411K -$3.69K -241 -0.9%
CFGS
37
Concourse Financial Group Securities
Alabama
$400K +$396K +25,860 +10,062%
WE
38
Wealth Effects
Massachusetts
$390K +$5.5K +360 +1%
NA
39
NewEdge Advisors
Louisiana
$388K +$39.3K +2,570 +11%
FIA
40
Foundations Investment Advisors
Arizona
$374K -$39.8K -2,597 -10%
SWM
41
Spire Wealth Management
Virginia
$370K -$48.1K -3,145 -12%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$364K -$6.73K -440 -2%
OC
43
Oppenheimer & Co
New York
$345K -$322 -21 -0.1%
FAM
44
Formidable Asset Management
Ohio
$316K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$314K +$3.83K +250 +1%
OFG
46
OTA Financial Group
New York
$310K +$75.5K +4,944 +32%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$281K -$20.6K -1,342 -7%
UB
48
UMB Bank
Missouri
$278K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$270K – – –
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$249K +$77.7K +5,081 +45%
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