ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

97 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
40
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.25M
2
AI
Atria Investments
North Carolina
+$1.1M
3
Ameriprise
Ameriprise
Minnesota
+$837K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$699K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$513K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$5.71M
2
Cohen & Steers
Cohen & Steers
New York
-$3.11M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$601K
4
JG
Jefferies Group
New York
-$400K
5
GC
Guggenheim Capital
Illinois
-$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$823K +$124K +8,001 +18%
VC
27
Vicus Capital
Pennsylvania
$765K -$322K -20,821 -30%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$761K +$55.1K +3,567 +8%
FWM
29
Focused Wealth Management
New York
$758K +$197K +12,789 +35%
Creative Planning
30
Creative Planning
Kansas
$695K +$927 +60 +0.1%
KTC
31
Kistler-Tiffany Companies
Pennsylvania
$665K -$68.3K -4,424 -9%
HSA
32
HBK Sorce Advisory
Pennsylvania
$665K – – –
SWP
33
Stratos Wealth Partners
Ohio
$595K +$468K +30,270 +368%
OWP
34
Obermeyer Wealth Partners
Colorado
$560K -$63.9K -4,137 -10%
EFS
35
Essex Financial Services
Connecticut
$508K – – –
CG
36
CFO4Life Group
Texas
$492K -$99.8K -6,457 -17%
IA
37
IFP Advisors
Florida
$479K +$36.9K +2,387 +8%
Goldman Sachs
38
Goldman Sachs
New York
$479K +$290K +18,800 +154%
KTA
39
Keeley-Teton Advisors
Illinois
$421K +$7.79K +504 +2%
FAAS
40
First Allied Advisory Services
California
$414K +$58.7K +3,800 +17%
CRWM
41
Castle Rock Wealth Management
California
$403K +$107K +6,922 +36%
GXMC
42
Global X Management Company
New York
$382K +$20.1K +1,303 +6%
SCI
43
Stableford Capital II
Arizona
$369K -$30.9K -2,000 -8%
HighTower Advisors
44
HighTower Advisors
Illinois
$366K +$15.5K +1,000 +4%
LPT
45
Legacy Private Trust
Wisconsin
$348K – – –
WS
46
Wedbush Securities
California
$346K -$1K -65 -0.3%
M&T Bank
47
M&T Bank
New York
$328K +$328K +21,199 New
First Manhattan
48
First Manhattan
New York
$312K +$6.77K +439 +2%
LWAC
49
Laurel Wealth Advisors (California)
California
$308K -$22K -1,428 -7%
EVM
50
Eaton Vance Management
Massachusetts
$303K -$249K -16,105 -45%
1
2
3 4 5