ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

89 hedge funds and large institutions have $129M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
34
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$1.99M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$789K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$671K
4
Invesco
Invesco
Georgia
+$428K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$375K

Top Sellers

1
WS
Wedbush Securities
California
-$1.1M
2
GC
Guggenheim Capital
Illinois
-$846K
3
EFS
Essex Financial Services
Connecticut
-$819K
4
Morgan Stanley
Morgan Stanley
New York
-$725K
5
EVM
Eaton Vance Management
Massachusetts
-$604K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$685K +$486 +33 +0.1%
C
27
CFO4Life
Texas
$678K -$75.2K -5,116 -10%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$631K +$223K +15,148 +55%
FWM
29
Focused Wealth Management
New York
$546K +$13.5K +916 +3%
MFS
30
MSI Financial Services
Massachusetts
$543K -$22K -1,499 -4%
Stifel Financial
31
Stifel Financial
Missouri
$497K +$160K +10,879 +47%
VFS
32
VSR Financial Services
Kansas
$450K – – –
M&T Bank
33
M&T Bank
New York
$396K +$60.6K +4,118 +18%
JG
34
Jefferies Group
New York
$395K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$383K +$2.11K +144 +0.6%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$375K +$26.9K +1,825 +8%
KAM
37
Keeley Asset Management
Illinois
$339K +$339K +23,037 New
KTC
38
Kistler-Tiffany Companies
Pennsylvania
$323K +$242K +16,448 +298%
Creative Planning
39
Creative Planning
Kansas
$311K -$13.9K -945 -4%
EVM
40
Eaton Vance Management
Massachusetts
$302K -$604K -41,135 -67%
WS
41
Wedbush Securities
California
$300K -$1.1M -74,888 -79%
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$295K +$12.6K +859 +4%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$293K -$35.5K -2,410 -11%
VKH
44
Virtu KCG Holdings
New York
$277K +$277K +18,837 New
AWMS
45
Advocacy Wealth Management Services
Georgia
$276K +$103K +7,011 +59%
Citigroup
46
Citigroup
New York
$265K -$110K -7,471 -29%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$264K +$65.8K +4,486 +33%
First Manhattan
48
First Manhattan
New York
$240K +$3.7K +256 +2%
YP
49
Yellowstone Partners
Idaho
$237K -$14.7K -1,000 -6%
ASN
50
Advisory Services Network
Georgia
$230K +$198K +13,525 +628%
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