ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

76 hedge funds and large institutions have $119M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
23
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$2.5M
2
MIAN
Mariner Independent Advisor Network
Kansas
$1.54M
3
FTI
Fiduciary Trust International
Massachusetts
$5.09M
4
UBS Group
UBS Group
Switzerland
$2.36M
5
NGA
Naples Global Advisors
Florida
$1.97M

Top Sellers

1
LPL Financial
LPL Financial
California
$3.77M
2
Cohen & Steers
Cohen & Steers
New York
$14.2M
3
GC
Guggenheim Capital
Illinois
$14.9M
4
TC
Trust Company
Kansas
$0
5
Bank of America
Bank of America
North Carolina
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$833K +$58.2K +4,098 +8%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$776K +$9.86K +694 +1%
C
28
CFO4Life
Texas
$706K -$101K -7,100 -13%
RJA
29
Raymond James & Associates
Florida
$695K -$223K -15,695 -24%
SCA
30
Strategic Capital Alternatives
United States
$623K -$288K -20,242 -32%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$562K +$63.2K +4,448 +13%
FWM
32
Focused Wealth Management
New York
$498K -$2.84K -200 -0.6%
UR
33
USCA RIA
Texas
$489K -$42.5K -2,988 -8%
VFS
34
VSR Financial Services
Kansas
$435K +$188K +13,259 +76%
ACM
35
Argentus Capital Management
Texas
$403K -$20.5K -1,444 -5%
JG
36
Jefferies Group
New York
$381K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$367K +$80.7K +5,678 +28%
Stifel Financial
38
Stifel Financial
Missouri
$351K +$6.58K +464 +2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$336K +$7.8K +549 +2%
M&T Bank
40
M&T Bank
New York
$323K +$323K +22,791 New
Creative Planning
41
Creative Planning
Kansas
$315K +$315K +22,157 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$307K -$33.4K -2,350 -10%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$307K -$7.11K -500 -2%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$300K -$24.9K -1,761 -8%
YP
45
Yellowstone Partners
Idaho
$234K – – –
SB
46
Suntrust Banks
Georgia
$231K – – –
BMO
47
Beck Mack & Oliver
New York
$225K +$5K +353 +2%
PAG
48
Private Advisor Group
New Jersey
$213K – – –
BHB
49
Bank Hapoalim BM
Israel
$205K – – –
AWM
50
Altavista Wealth Management
North Carolina
$205K – – –
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2
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