ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

105 hedge funds and large institutions have $123M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$2.43M
2
NMC
Nine Masts Capital
Hong Kong
+$1.66M
3
Ameriprise
Ameriprise
Minnesota
+$897K
4
UBS Group
UBS Group
Switzerland
+$819K
5
Morgan Stanley
Morgan Stanley
New York
+$803K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$9.18M
2
Cohen & Steers
Cohen & Steers
New York
-$1.43M
3
Millennium Management
Millennium Management
New York
-$269K
4
CF
Centaurus Financial
California
-$266K
5
FNBT
FineMark National Bank & Trust
Florida
-$211K
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
26
Hilltop Holdings
Texas
$1.12M +$61.6K +3,823 +6%
UAS
27
United Asset Strategies
New York
$1.03M +$10.3K +641 +1%
Goldman Sachs
28
Goldman Sachs
New York
$983K +$483K +30,000 +97%
SWP
29
Stratos Wealth Partners
Ohio
$896K +$276K +17,099 +44%
Stifel Financial
30
Stifel Financial
Missouri
$863K +$5.75K +357 +0.7%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$837K +$44.2K +2,746 +6%
FWM
32
Focused Wealth Management
New York
$791K +$97 +6 +0%
VC
33
Vicus Capital
Pennsylvania
$739K -$58.2K -3,616 -7%
KTC
34
Kistler-Tiffany Companies
Pennsylvania
$689K -$4.77K -296 -0.7%
Creative Planning
35
Creative Planning
Kansas
$672K -$52.8K -3,277 -7%
HSA
36
HBK Sorce Advisory
Pennsylvania
$645K -$48.3K -3,000 -7%
FAAS
37
First Allied Advisory Services
California
$560K +$128K +7,964 +30%
WS
38
Wedbush Securities
California
$552K +$191K +11,844 +53%
CG
39
CFO4Life Group
Texas
$524K +$11.1K +691 +2%
OWP
40
Obermeyer Wealth Partners
Colorado
$523K -$61.4K -3,813 -11%
IA
41
IFP Advisors
Florida
$482K -$17.1K -1,063 -3%
KTA
42
Keeley-Teton Advisors
Illinois
$447K +$7.92K +491 +2%
EFS
43
Essex Financial Services
Connecticut
$441K -$88.5K -5,500 -17%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$434K +$434K +26,936 New
AWA
45
Arete Wealth Advisors
Illinois
$420K +$420K +26,065 New
WAAG
46
Wealth Alliance Advisory Group
Kansas
$397K +$161K +10,000 +68%
SCI
47
Stableford Capital II
Arizona
$385K – – –
AIP
48
Ahrens Investment Partners
Louisiana
$383K +$142K +8,800 +59%
HighTower Advisors
49
HighTower Advisors
Illinois
$379K -$2.42K -150 -0.6%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$379K +$91.8K +5,700 +32%
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