ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

142 hedge funds and large institutions have $189M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$21.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.07M
3
HH
Hilltop Holdings
Texas
$3.41M
4
Mariner
Mariner
Kansas
$754K
5
Invesco
Invesco
Georgia
$10.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$7.28M
2
Citigroup
Citigroup
New York
$244K
3
Goldman Sachs
Goldman Sachs
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$14.2M
5
GC
Guggenheim Capital
Illinois
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$1.22M -$3.6K -232 -0.3%
TCBWMS
27
Texas Capital Bank Wealth Management Services
Texas
$1.13M +$102K +6,599 +10%
Stifel Financial
28
Stifel Financial
Missouri
$1.12M +$19.4K +1,250 +2%
CRC
29
Curi RMB Capital
Illinois
$1.12M -$991 -64 -0.1%
UAS
30
United Asset Strategies
New York
$1.11M -$92.9K -5,995 -8%
NSLI
31
Nan Shan Life Insurance
Taiwan
$1.1M – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.07M +$1.07M +69,312 New
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$1.02M -$15.8K -1,022 -2%
AWA
34
Arkadios Wealth Advisors
Georgia
$984K +$8.04K +519 +0.8%
CAM
35
Cresset Asset Management
Illinois
$928K +$139K +8,946 +18%
HSA
36
HBK Sorce Advisory
Pennsylvania
$904K +$84.1K +5,431 +10%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$824K +$58.9K +3,804 +8%
Mariner
38
Mariner
Kansas
$754K +$754K +48,653 New
CRWM
39
Castle Rock Wealth Management
California
$708K -$77.9K -4,882 -10%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$699K -$28K -1,810 -4%
FFN
41
Focus Financial Network
Minnesota
$635K +$21.5K +1,385 +3%
WAAG
42
Wealth Alliance Advisory Group
Kansas
$624K – – –
KTC
43
Kistler-Tiffany Companies
Pennsylvania
$605K +$217 +14 +0%
Truist Financial
44
Truist Financial
North Carolina
$598K -$17K -1,100 -3%
OWP
45
Obermeyer Wealth Partners
Colorado
$592K +$55.7K +3,597 +10%
Creative Planning
46
Creative Planning
Kansas
$591K +$108K +6,972 +22%
RG
47
Retirement Group
California
$582K – – –
AAM
48
Advisors Asset Management
Colorado
$556K -$18.8K -1,211 -3%
WS
49
Wedbush Securities
California
$523K -$5.59K -361 -1%
SCI
50
Stableford Capital II
Arizona
$507K +$2.26K +146 +0.4%
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