ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

112 hedge funds and large institutions have $110M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
35
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.65M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.56M
3
Ameriprise
Ameriprise
Minnesota
+$1.42M
4
WAM
Weiss Asset Management
Massachusetts
+$657K
5
AG
Advisor Group
Arizona
+$612K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.03M
2
NMC
Nine Masts Capital
Hong Kong
-$1.66M
3
AI
Atria Investments
North Carolina
-$1.29M
4
Cohen & Steers
Cohen & Steers
New York
-$743K
5
AWA
Arete Wealth Advisors
Illinois
-$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$904K +$155K +11,475 +21%
Cohen & Steers
27
Cohen & Steers
New York
$895K -$743K -55,155 -45%
UAS
28
United Asset Strategies
New York
$818K -$41.4K -3,067 -5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$756K +$55.3K +4,104 +8%
Goldman Sachs
30
Goldman Sachs
New York
$688K -$134K -9,928 -16%
Stifel Financial
31
Stifel Financial
Missouri
$663K -$58.1K -4,323 -8%
WAM
32
Weiss Asset Management
Massachusetts
$657K +$657K +48,755 New
Creative Planning
33
Creative Planning
Kansas
$570K +$8.09K +600 +1%
FWM
34
Focused Wealth Management
New York
$564K -$98.2K -7,283 -15%
AGM
35
Alpine Global Management
New York
$558K +$558K +41,379 New
HSA
36
HBK Sorce Advisory
Pennsylvania
$553K +$13.5K +1,000 +2%
VC
37
Vicus Capital
Pennsylvania
$520K -$99K -7,339 -16%
EPA
38
Element Pointe Advisors
Florida
$520K +$520K +38,608 New
KTC
39
Kistler-Tiffany Companies
Pennsylvania
$478K -$98.8K -7,327 -17%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$467K +$135K +10,000 +41%
CG
41
CFO4Life Group
Texas
$449K +$10.4K +772 +2%
AP
42
Agilis Partners
Massachusetts
$418K +$418K +30,975 New
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$395K +$31.9K +2,370 +9%
OWP
44
Obermeyer Wealth Partners
Colorado
$386K -$52.1K -3,862 -12%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$385K +$67.5K +5,000 +21%
KTA
46
Keeley-Teton Advisors
Illinois
$381K +$7.72K +573 +2%
JCM
47
Jacobi Capital Management
Pennsylvania
$330K +$61.8K +4,588 +23%
AIP
48
Ahrens Investment Partners
Louisiana
$321K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$317K – – –
PAG
50
Private Advisor Group
New Jersey
$308K +$104K +7,717 +51%
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