ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

76 hedge funds and large institutions have $141M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
UBS
Switzerland
+$6.7M
2
UAS
United Asset Strategies
New York
+$1.53M
3
Bank of America
Bank of America
North Carolina
+$1.32M
4
IMS
Index Management Solutions
Pennsylvania
+$1.32M
5
GC
Guggenheim Capital
Illinois
+$892K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$5.37M
2
Invesco
Invesco
Georgia
-$1.4M
3
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$1.28M
4
Cohen & Steers
Cohen & Steers
New York
-$957K
5
RJA
Raymond James & Associates
Florida
-$345K
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
26
HHG & Company
Connecticut
$578K – – –
NGA
27
Naples Global Advisors
Florida
$554K +$81.1K +5,500 +17%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$521K +$165K +11,205 +46%
FWM
29
Focused Wealth Management
New York
$507K +$479K +32,484 +1,701%
FAAS
30
First Allied Advisory Services
California
$474K -$14.7K -1,000 -3%
OL
31
OTA LLC
New York
$460K +$460K +31,237 New
CCB
32
Cutter & Co Brokerage
Missouri
$422K – – –
Goldman Sachs
33
Goldman Sachs
New York
$399K -$23.6K -1,601 -6%
JG
34
Jefferies Group
New York
$396K – – –
FNBT
35
FineMark National Bank & Trust
Florida
$377K – – –
BFEC
36
Benjamin F. Edwards & Company
Missouri
$305K +$24.4K +1,650 +9%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$298K – – –
Stifel Financial
38
Stifel Financial
Missouri
$297K +$35.5K +2,408 +14%
AWM
39
Altavista Wealth Management
North Carolina
$295K – – –
VKH
40
Virtu KCG Holdings
New York
$281K +$36.8K +2,494 +15%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$262K -$1.28M -86,795 -83%
SB
42
Suntrust Banks
Georgia
$262K -$47.1K -3,200 -15%
ASN
43
Advisory Services Network
Georgia
$262K +$3.48K +236 +1%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$260K -$66.4K -4,495 -20%
CAN
45
Cetera Advisor Networks
California
$245K – – –
SCG
46
Strategic Capital Group
Washington
$221K -$26.5K -1,800 -11%
NPC
47
National Planning Corporation
California
$209K – – –
BMO
48
Beck Mack & Oliver
New York
$209K +$209K +14,197 New
WPC
49
White Pine Capital
Minnesota
$204K +$14.7K +1,000 +8%
BHB
50
Bank Hapoalim BM
Israel
$203K – – –
1
2
3 4