ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

128 hedge funds and large institutions have $158M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
43
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$4.35M
2
Wells Fargo
Wells Fargo
California
+$1.62M
3
WAM
Weiss Asset Management
Massachusetts
+$965K
4
Morgan Stanley
Morgan Stanley
New York
+$766K
5
JWCA
J.W. Cole Advisors
Florida
+$704K

Top Sellers

1
ACM
Anfield Capital Management
California
-$3.6M
2
RG
Retirement Group
California
-$2.11M
3
Bank of America
Bank of America
North Carolina
-$2.01M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.8M
5
MWM
Meridian Wealth Management
Kentucky
-$773K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$1.11M -$50.6K -3,655 -4%
Stifel Financial
27
Stifel Financial
Missouri
$1.07M -$13.1K -948 -1%
CRC
28
Curi RMB Capital
Illinois
$1.05M -$158K -11,410 -13%
TCBWMS
29
Texas Capital Bank Wealth Management Services
Texas
$997K +$12.9K +934 +1%
NSLI
30
Nan Shan Life Insurance
Taiwan
$977K – – –
WAM
31
Weiss Asset Management
Massachusetts
$965K +$965K +69,773 New
JWCA
32
J.W. Cole Advisors
Florida
$941K +$704K +50,857 +297%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$929K -$374K -27,019 -29%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$737K +$126K +9,137 +21%
HH
35
Hilltop Holdings
Texas
$714K -$468K -33,848 -40%
HSA
36
HBK Sorce Advisory
Pennsylvania
$687K -$40.8K -2,950 -6%
CRWM
37
Castle Rock Wealth Management
California
$618K +$72.8K +5,145 +13%
Truist Financial
38
Truist Financial
North Carolina
$584K -$19.2K -1,389 -3%
Goldman Sachs
39
Goldman Sachs
New York
$565K +$12.4K +900 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$557K -$141K -10,211 -20%
WAAG
41
Wealth Alliance Advisory Group
Kansas
$557K – – –
FFN
42
Focus Financial Network
Minnesota
$545K +$5.84K +422 +1%
RG
43
Retirement Group
California
$532K -$2.11M -152,389 -80%
KTC
44
Kistler-Tiffany Companies
Pennsylvania
$530K +$194 +14 +0%
AAM
45
Advisors Asset Management
Colorado
$514K -$5.95K -430 -1%
FWM
46
Focused Wealth Management
New York
$493K -$2.84K -205 -0.6%
CF
47
Centaurus Financial
California
$453K -$13.4K -971 -3%
SCI
48
Stableford Capital II
Arizona
$451K +$451K +32,591 New
Creative Planning
49
Creative Planning
Kansas
$442K +$76.1K +5,509 +21%
WS
50
Wedbush Securities
California
$431K +$6.16K +445 +1%
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