ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

83 hedge funds and large institutions have $124M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
34
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.02M
2
MFS
2
MSI Financial Services
Massachusetts
$1.47M
3
Bank of America
3
Bank of America
North Carolina
$16.6M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$6.27M
5
OC
5
Oppenheimer & Co
New York
$1.59M

Top Sellers

1
FTI
1
Fiduciary Trust International
Massachusetts
$1.87M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.32M
3
Cohen & Steers
3
Cohen & Steers
New York
$13.9M
4
DA
4
Doliver Advisors
Texas
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$647K 42,898 – –
Goldman Sachs
27
Goldman Sachs
New York
$616K 40,800 -5,923 -13%
Stifel Financial
28
Stifel Financial
Missouri
$581K 38,480 -1,296 -3%
FWM
29
Focused Wealth Management
New York
$573K 37,998 +853 +2%
M&T Bank
30
M&T Bank
New York
$565K 37,475 +1,520 +4%
AG
31
Advisor Group
Arizona
$550K 36,385 +1,822 +5%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$493K 32,654 -5,821 -15%
KTC
33
Kistler-Tiffany Companies
Pennsylvania
$486K 32,206 +893 +3%
JG
34
Jefferies Group
New York
$405K 26,852 – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$363K 24,087 -1,395 -5%
KAM
36
Keeley Asset Management
Illinois
$361K 23,921 +445 +2%
AWMS
37
Advocacy Wealth Management Services
Georgia
$357K 23,626 -3,566 -13%
Creative Planning
38
Creative Planning
Kansas
$340K 22,552 +1,089 +5%
ACM
39
Aviance Capital Management
Florida
$334K 22,126 -2,463 -10%
CWM
40
Concert Wealth Management
California
$324K 21,502 +8 +0%
IH
41
IFC Holdings
Florida
$324K 21,546 +3,776 +21%
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$303K 20,048 – –
FNBT
43
FineMark National Bank & Trust
Florida
$297K 19,667 +12,303 +167%
WS
44
Wedbush Securities
California
$295K 19,522 +1,128 +6%
EVM
45
Eaton Vance Management
Massachusetts
$275K 18,255 – –
NFG
46
Next Financial Group
Texas
$274K 18,151 +5,260 +41%
First Manhattan
47
First Manhattan
New York
$262K 17,363 +382 +2%
YP
48
Yellowstone Partners
Idaho
$250K 16,600 +500 +3%
Citigroup
49
Citigroup
New York
$248K 16,462 -955 -5%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$245K 16,236 -869 -5%
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