ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

136 hedge funds and large institutions have $180M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+8
Holders Change %
+6.25%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
45
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$1.78M
2
HH
Hilltop Holdings
Texas
+$1.58M
3
Ameriprise
Ameriprise
Minnesota
+$1.32M
4
Bank of America
Bank of America
North Carolina
+$1.3M
5
AWA
Arkadios Wealth Advisors
Georgia
+$967K

Top Sellers

1
RA
RFG Advisory
Alabama
-$2.19M
2
GC
Guggenheim Capital
Illinois
-$1.46M
3
WAM
Weiss Asset Management
Massachusetts
-$965K
4
JWCA
J.W. Cole Advisors
Florida
-$731K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$417K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$1.22M -$20.2K -1,317 -2%
UAS
27
United Asset Strategies
New York
$1.2M -$57K -3,710 -5%
CRC
28
Curi RMB Capital
Illinois
$1.11M -$53.5K -3,483 -5%
Stifel Financial
29
Stifel Financial
Missouri
$1.1M -$89K -5,795 -8%
NSLI
30
Nan Shan Life Insurance
Taiwan
$1.09M – – –
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.03M – – –
TCBWMS
32
Texas Capital Bank Wealth Management Services
Texas
$1.02M -$88K -5,727 -8%
AWA
33
Arkadios Wealth Advisors
Georgia
$967K +$967K +63,013 New
HSA
34
HBK Sorce Advisory
Pennsylvania
$813K +$50.7K +3,298 +7%
CAM
35
Cresset Asset Management
Illinois
$782K +$782K +50,956 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$758K -$59.4K -3,871 -7%
Citigroup
37
Citigroup
New York
$747K +$444K +28,916 +146%
CRWM
38
Castle Rock Wealth Management
California
$745K +$84.6K +5,594 +13%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$720K +$102K +6,654 +17%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$619K – – –
Truist Financial
41
Truist Financial
North Carolina
$609K -$39.1K -2,551 -6%
FFN
42
Focus Financial Network
Minnesota
$608K +$3.62K +236 +0.6%
KTC
43
Kistler-Tiffany Companies
Pennsylvania
$600K +$11.2K +732 +2%
RG
44
Retirement Group
California
$576K -$14.3K -931 -2%
AAM
45
Advisors Asset Management
Colorado
$570K -$415 -27 -0.1%
KAS
46
Kestra Advisory Services
Texas
$532K +$532K +34,740 New
OWP
47
Obermeyer Wealth Partners
Colorado
$531K +$153K +9,993 +41%
WS
48
Wedbush Securities
California
$524K +$46.1K +3,002 +10%
SCI
49
Stableford Capital II
Arizona
$500K – – –
CF
50
Centaurus Financial
California
$493K -$10.3K -671 -2%
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