ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

124 hedge funds and large institutions have $169M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
42
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Anfield Capital Management
California
+$3.24M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.8M
3
OWA
Outlook Wealth Advisors
Texas
+$1.26M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.08M
5
Morgan Stanley
Morgan Stanley
New York
+$1.03M

Top Sellers

1
SB
Strategic Blueprint
Georgia
-$3.45M
2
AWA
Arkadios Wealth Advisors
Georgia
-$2.89M
3
SIA
Sit Investment Associates
Minnesota
-$2.38M
4
Invesco
Invesco
Georgia
-$2.07M
5
TCWM
Total Clarity Wealth Management
Illinois
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
26
Outlook Wealth Advisors
Texas
$1.26M +$1.26M +89,281 New
CRC
27
Curi RMB Capital
Illinois
$1.23M -$293K -20,782 -19%
HH
28
Hilltop Holdings
Texas
$1.21M +$551K +38,983 +84%
SWP
29
Stratos Wealth Partners
Ohio
$1.19M -$59.6K -4,224 -5%
AIFAIM
30
American Institute for Advanced Investment Management
Arizona
$1.15M +$159K +11,288 +16%
Stifel Financial
31
Stifel Financial
Missouri
$1.1M +$140K +9,932 +15%
UAS
32
United Asset Strategies
New York
$1.08M -$19.5K -1,383 -2%
TCBWMS
33
Texas Capital Bank Wealth Management Services
Texas
$1.01M +$449K +31,774 +81%
MWM
34
Meridian Wealth Management
Kentucky
$960K +$81.8K +5,800 +9%
NSLI
35
Nan Shan Life Insurance
Taiwan
$928K +$928K +70,674 New
HSA
36
HBK Sorce Advisory
Pennsylvania
$743K +$68.8K +4,867 +10%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$713K -$42 -3 -0%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$623K +$121K +8,603 +24%
Truist Financial
39
Truist Financial
North Carolina
$616K +$103K +7,285 +20%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$569K – – –
Goldman Sachs
41
Goldman Sachs
New York
$565K – – –
FFN
42
Focus Financial Network
Minnesota
$550K +$2.91K +206 +0.5%
CRWM
43
Castle Rock Wealth Management
California
$548K +$548K +38,535 New
KTC
44
Kistler-Tiffany Companies
Pennsylvania
$541K +$9.37K +664 +2%
AAM
45
Advisors Asset Management
Colorado
$531K +$86.9K +6,151 +20%
FWM
46
Focused Wealth Management
New York
$506K -$7.34K -520 -1%
CF
47
Centaurus Financial
California
$476K +$25.1K +1,780 +6%
TCWM
48
Total Clarity Wealth Management
Illinois
$460K -$1.8M -127,678 -80%
OWP
49
Obermeyer Wealth Partners
Colorado
$433K +$8.58K +608 +2%
WS
50
Wedbush Securities
California
$433K +$56.6K +4,009 +15%
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