ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

92 hedge funds and large institutions have $113M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
34
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$4.09M
2
FTI
Fiduciary Trust International
Massachusetts
+$2.65M
3
JWM
Jacobus Wealth Management
Wisconsin
+$423K
4
Bank of America
Bank of America
North Carolina
+$406K
5
Millennium Management
Millennium Management
New York
+$381K

Top Sellers

1
LPL Financial
LPL Financial
California
-$5.23M
2
GC
Guggenheim Capital
Illinois
-$2.82M
3
UAS
United Asset Strategies
New York
-$931K
4
Invesco
Invesco
Georgia
-$826K
5
Cohen & Steers
Cohen & Steers
New York
-$576K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$582K +$29.4K +1,926 +5%
FWM
27
Focused Wealth Management
New York
$574K – – –
EFS
28
Essex Financial Services
Connecticut
$573K +$352K +23,100 +160%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$572K -$28.8K -1,893 -5%
LPL Financial
30
LPL Financial
California
$519K -$5.23M -342,616 -91%
OWP
31
Obermeyer Wealth Partners
Colorado
$496K +$95K +6,232 +24%
LWAC
32
Laurel Wealth Advisors (California)
California
$460K +$109K +7,173 +31%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$439K +$8.79K +576 +2%
SCI
34
Stableford Capital II
Arizona
$423K -$259K -17,025 -38%
JG
35
Jefferies Group
New York
$409K – – –
FAAS
36
First Allied Advisory Services
California
$397K +$21.6K +1,413 +6%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$396K -$60.8K -3,985 -13%
KTA
38
Keeley-Teton Advisors
Illinois
$385K +$6.93K +455 +2%
Millennium Management
39
Millennium Management
New York
$381K +$381K +25,015 New
HighTower Advisors
40
HighTower Advisors
Illinois
$378K +$133K +8,735 +54%
IH
41
IFC Holdings
Florida
$376K +$22K +1,440 +6%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$372K -$204K -13,374 -35%
WS
43
Wedbush Securities
California
$331K +$2.6K +170 +0.8%
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$325K – – –
FNBT
45
FineMark National Bank & Trust
Florida
$300K – – –
First Manhattan
46
First Manhattan
New York
$282K +$6.01K +395 +2%
EVM
47
Eaton Vance Management
Massachusetts
$272K – – –
WEC
48
Winslow Evans & Crocker
Massachusetts
$269K +$103K +6,774 +62%
LPT
49
Legacy Private Trust
Wisconsin
$263K -$57.4K -3,770 -18%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$255K +$10.7K +700 +4%
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