ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

67 hedge funds and large institutions have $140M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
$1.36M
2
LPL Financial
LPL Financial
California
$6.58M
3
Bank of America
Bank of America
North Carolina
$8.3M
4
IMS
Index Management Solutions
Pennsylvania
$961K
5
JWM
Jacobus Wealth Management
Wisconsin
$1.01M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$14M
2
Invesco
Invesco
Georgia
$17M
3
RVP
Relative Value Partners
Illinois
$2.53M
4
Morgan Stanley
Morgan Stanley
New York
$9.64M
5
GC
Guggenheim Capital
Illinois
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
26
HHG & Company
Connecticut
$547K +$36.3K +2,598 +7%
Goldman Sachs
27
Goldman Sachs
New York
$439K -$7.09K -506 -2%
FAAS
28
First Allied Advisory Services
California
$418K -$21K -1,500 -5%
CCB
29
Cutter & Co Brokerage
Missouri
$416K -$400K -28,495 -49%
NGA
30
Naples Global Advisors
Florida
$382K +$382K +27,300 New
JG
31
Jefferies Group
New York
$376K – – –
FNBT
32
FineMark National Bank & Trust
Florida
$359K +$97.4K +6,940 +37%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$356K +$44.2K +3,158 +14%
VC
34
Vicus Capital
Pennsylvania
$349K +$349K +24,893 New
TRCT
35
Tower Research Capital (TRC)
New York
$345K +$234K +16,704 +211%
CS
36
Credit Suisse
Switzerland
$324K -$26.7K -1,903 -8%
SB
37
Suntrust Banks
Georgia
$284K – – –
AWM
38
Altavista Wealth Management
North Carolina
$280K -$4.63K -330 -2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$247K – – –
ASN
40
Advisory Services Network
Georgia
$242K +$4.92K +352 +2%
SCG
41
Strategic Capital Group
Washington
$235K – – –
CAN
42
Cetera Advisor Networks
California
$233K -$52.3K -3,734 -18%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$224K +$14.2K +1,013 +7%
NPC
44
National Planning Corporation
California
$199K +$18.2K +1,300 +10%
IT
45
Independence Trust
Tennessee
$190K – – –
MA
46
MUFG Americas
New York
$187K +$187K +13,378 New
Bank of New York Mellon
47
Bank of New York Mellon
New York
$182K +$14 +1 +0%
WA
48
WESPAC Advisors
California
$179K +$179K +12,770 New
B
49
Bailard
California
$168K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$142K -$61.3K -4,386 -30%
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