ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

88 hedge funds and large institutions have $114M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
27
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$1.37M
2
Bank of America
Bank of America
North Carolina
+$1.29M
3
UBS Group
UBS Group
Switzerland
+$705K
4
LWAC
Laurel Wealth Advisors (California)
California
+$350K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$346K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$4.06M
2
GC
Guggenheim Capital
Illinois
-$1.47M
3
Invesco
Invesco
Georgia
-$1.34M
4
Cohen & Steers
Cohen & Steers
New York
-$1.23M
5
EFS
Essex Financial Services
Connecticut
-$535K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$574K +$346K +22,733 +152%
FWM
27
Focused Wealth Management
New York
$572K -$5.95K -391 -1%
Stifel Financial
28
Stifel Financial
Missouri
$551K -$38.2K -2,507 -6%
Goldman Sachs
29
Goldman Sachs
New York
$515K -$239K -15,760 -32%
KTC
30
Kistler-Tiffany Companies
Pennsylvania
$460K +$18.4K +1,212 +4%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$455K -$40.7K -2,676 -8%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$429K +$6.71K +441 +2%
JG
33
Jefferies Group
New York
$408K – – –
OWP
34
Obermeyer Wealth Partners
Colorado
$400K +$89.4K +5,882 +29%
Creative Planning
35
Creative Planning
Kansas
$398K +$50.2K +3,299 +14%
KTA
36
Keeley-Teton Advisors
Illinois
$378K +$378K +24,823 New
FAAS
37
First Allied Advisory Services
California
$374K -$7.61K -500 -2%
M&T Bank
38
M&T Bank
New York
$365K -$222K -14,635 -38%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$358K – – –
IH
40
IFC Holdings
Florida
$353K +$12.9K +850 +4%
LWAC
41
Laurel Wealth Advisors (California)
California
$350K +$350K +23,042 New
WS
42
Wedbush Securities
California
$327K +$2.57K +169 +0.8%
SBIA
43
Sheaff Brock Investment Advisors
Indiana
$324K – – –
LPT
44
Legacy Private Trust
Wisconsin
$320K +$320K +21,045 New
CWM
45
Concert Wealth Management
California
$300K – – –
FNBT
46
FineMark National Bank & Trust
Florida
$299K – – –
First Manhattan
47
First Manhattan
New York
$276K +$5.95K +391 +2%
EVM
48
Eaton Vance Management
Massachusetts
$272K -$6.09K -400 -2%
IAA
49
Independent Advisor Alliance
North Carolina
$261K +$261K +17,237 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$244K -$25.9K -1,700 -10%
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