ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

66 hedge funds and large institutions have $141M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$6.77M
2
LPL Financial
LPL Financial
California
$5.2M
3
Cohen & Steers
Cohen & Steers
New York
$16.1M
4
Morgan Stanley
Morgan Stanley
New York
$9.81M
5
CCB
Cutter & Co Brokerage
Missouri
$760K

Top Sellers

1
RVP
Relative Value Partners
Illinois
$5.34M
2
Invesco
Invesco
Georgia
$19.2M
3
AAM
Advisors Asset Management
Colorado
$19.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
GC
Guggenheim Capital
Illinois
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$416K +$199K +15,228 +92%
FAAS
27
First Allied Advisory Services
California
$411K -$51.7K -3,950 -11%
Creative Planning
28
Creative Planning
Kansas
$388K -$48.8K -3,736 -11%
JG
29
Jefferies Group
New York
$351K – – –
CS
30
Credit Suisse
Switzerland
$327K +$24.9K +1,903 +8%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$291K +$291K +22,279 New
Jane Street
32
Jane Street
New York
$289K +$50.2K +3,845 +21%
CAN
33
Cetera Advisor Networks
California
$266K +$76.1K +5,834 +40%
AWM
34
Altavista Wealth Management
North Carolina
$265K – – –
SB
35
Suntrust Banks
Georgia
$264K – – –
IMS
36
Index Management Solutions
Pennsylvania
$249K +$249K +19,053 New
FNBT
37
FineMark National Bank & Trust
Florida
$244K – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$230K +$230K +17,598 +879,900%
ASN
39
Advisory Services Network
Georgia
$221K +$1.06K +81 +0.5%
SCG
40
Strategic Capital Group
Washington
$220K – – –
SNC
41
Stifel Nicolaus & Co
Missouri
$214K +$214K +16,377 New
DA
42
Doliver Advisors
Texas
$214K +$214K +16,359 New
SKK
43
Shepherd Kaplan Krochuk
Massachusetts
$208K -$202K -15,450 -49%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$196K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$190K +$61.3K +4,691 +48%
IT
46
Independence Trust
Tennessee
$177K – – –
Bank of New York Mellon
47
Bank of New York Mellon
New York
$170K -$13 -1 -0%
NPC
48
National Planning Corporation
California
$170K +$170K +12,900 New
B
49
Bailard
California
$157K – – –
OC
50
Oppenheimer & Co
New York
$144K +$2.62K +200 +2%
1
2
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