ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

125 hedge funds and large institutions have $159M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
18
Increased
41
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
26
Outlook Wealth Advisors
Texas
$1.68M +$153K +10,266 +10%
AG
27
Advisor Group
Arizona
$1.37M -$860K -57,532 -39%
UAS
28
United Asset Strategies
New York
$1.24M +$19.7K +1,317 +2%
SWP
29
Stratos Wealth Partners
Ohio
$1.24M +$262K +17,522 +27%
AIFAIM
30
American Institute for Advanced Investment Management
Arizona
$1.09M +$1.09M +73,035 New
HH
31
Hilltop Holdings
Texas
$990K +$157K +10,472 +19%
SW
32
SteelPeak Wealth
California
$970K +$970K +64,872 New
Stifel Financial
33
Stifel Financial
Missouri
$903K +$67.3K +4,516 +8%
Goldman Sachs
34
Goldman Sachs
New York
$884K -$20.5K -1,370 -2%
HSA
35
HBK Sorce Advisory
Pennsylvania
$681K -$35.9K -2,400 -5%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$679K +$237K +15,836 +54%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$668K -$85.1K -5,696 -11%
FFN
38
Focus Financial Network
Minnesota
$583K +$32K +2,140 +6%
KTC
39
Kistler-Tiffany Companies
Pennsylvania
$563K +$50.6K +3,384 +10%
SSWG
40
Seven Springs Wealth Group
Tennessee
$557K +$557K +37,252 New
FWM
41
Focused Wealth Management
New York
$554K -$17.1K -1,143 -3%
LWP
42
Legacy Wealth Partners
California
$547K +$547K +36,078 New
WAAG
43
Wealth Alliance Advisory Group
Kansas
$533K
Creative Planning
44
Creative Planning
Kansas
$525K +$13.5K +903 +3%
Truist Financial
45
Truist Financial
North Carolina
$506K +$506K +33,836 New
CF
46
Centaurus Financial
California
$479K +$52.4K +3,511 +12%
RICHC
47
Renaissance Investment Consultants Holding Company
Pennsylvania
$468K +$468K +31,366 New
CG
48
CFO4Life Group
Texas
$448K +$10.1K +677 +2%
ACM
49
Arlington Capital Management
Illinois
$443K +$443K +29,655 New
LWAC
50
Laurel Wealth Advisors (California)
California
$439K +$145K +9,691 +49%