ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

133 hedge funds and large institutions have $150M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
42
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
+$7.31M
2
SB
Strategic Blueprint
Georgia
+$3.45M
3
SIA
Sit Investment Associates
Minnesota
+$2.38M
4
UBS Group
UBS Group
Switzerland
+$2.27M
5
LPL Financial
LPL Financial
California
+$2.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$3.37M
2
OWA
Outlook Wealth Advisors
Texas
-$1.68M
3
CRC
Curi RMB Capital
Illinois
-$309K
4
SCI
Stableford Capital II
Arizona
-$275K
5
JWCA
J.W. Cole Advisors
Florida
-$272K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$1.75M +$19.5K +1,614 +1%
Wells Fargo
27
Wells Fargo
California
$1.46M -$233K -19,303 -14%
CRC
28
Curi RMB Capital
Illinois
$1.3M -$309K -25,625 -19%
LCM
29
Landscape Capital Management
New Jersey
$1.25M +$1.25M +103,422 New
SWP
30
Stratos Wealth Partners
Ohio
$1.07M +$66.7K +5,526 +7%
UAS
31
United Asset Strategies
New York
$941K -$62.5K -5,179 -6%
AIFAIM
32
American Institute for Advanced Investment Management
Arizona
$845K -$35.9K -2,978 -4%
Stifel Financial
33
Stifel Financial
Missouri
$822K +$91.4K +7,574 +13%
SW
34
SteelPeak Wealth
California
$770K -$12.8K -1,063 -2%
MWM
35
Meridian Wealth Management
Kentucky
$750K +$750K +62,254 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$609K +$61K +5,059 +11%
HSA
37
HBK Sorce Advisory
Pennsylvania
$576K +$26.6K +2,200 +5%
KTC
38
Kistler-Tiffany Companies
Pennsylvania
$563K – – –
HH
39
Hilltop Holdings
Texas
$560K -$238K -19,778 -30%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$486K +$56K +4,640 +13%
Goldman Sachs
41
Goldman Sachs
New York
$482K -$231K -19,150 -32%
TCBWMS
42
Texas Capital Bank Wealth Management Services
Texas
$475K +$135K +11,224 +40%
FFN
43
Focus Financial Network
Minnesota
$467K -$2.8K -232 -0.6%
SSWG
44
Seven Springs Wealth Group
Tennessee
$449K – – –
Creative Planning
45
Creative Planning
Kansas
$446K +$22.9K +1,902 +5%
FWM
46
Focused Wealth Management
New York
$438K -$8.08K -671 -2%
Truist Financial
47
Truist Financial
North Carolina
$438K +$30.2K +2,503 +7%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$428K +$142K +11,751 +49%
CF
49
Centaurus Financial
California
$385K -$1.34K -111 -0.3%
AGM
50
Alpine Global Management
New York
$385K +$385K +31,883 New
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