ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

136 hedge funds and large institutions have $214M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
54
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$13.7M
2
BPA
2
Beacon Pointe Advisors
California
$2.47M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.3M
4
GC
4
Guggenheim Capital
Illinois
$11.4M
5
HH
5
Hilltop Holdings
Texas
$2.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$9.48M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.6M
3
OFG
3
OTA Financial Group
New York
$0
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$804K
5
WAM
5
Wolverine Asset Management
Illinois
$62K
Name Market Value Shares Shares
Change 		Shares
Change %
OWA
26
Outlook Wealth Advisors
Texas
$1.91M 119,267 +13,743 +13%
Stifel Financial
27
Stifel Financial
Missouri
$1.53M 95,817 +10,367 +12%
AIFAIM
28
American Institute for Advanced Investment Management
Arizona
$1.43M 89,504 +1,200 +1%
SWP
29
Stratos Wealth Partners
Ohio
$1.39M 87,100 +7,721 +10%
TCBWMS
30
Texas Capital Bank Wealth Management Services
Texas
$1.36M 84,796 +8,192 +11%
UAS
31
United Asset Strategies
New York
$1.13M 70,772 -857 -1%
CRC
32
Curi RMB Capital
Illinois
$1.13M 70,703 – –
NSLI
33
Nan Shan Life Insurance
Taiwan
$1.13M 70,674 – –
DADC
34
D.A. Davidson & Co
Montana
$1.05M 65,334 +3,456 +6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$935K 58,484 +2,572 +5%
KAS
36
Kestra Advisory Services
Texas
$830K 51,938 +8,075 +18%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$822K 51,400 +6,283 +14%
HSA
38
HBK Sorce Advisory
Pennsylvania
$804K 50,264 -13,487 -21%
Mariner
39
Mariner
Kansas
$778K 48,657 – –
WS
40
Wedbush Securities
California
$754K 47,178 -652 -1%
CF
41
Centaurus Financial
California
$729K 45,567 +6,368 +16%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$708K 44,266 -3,739 -8%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$666K 41,663 – –
CG
44
Colony Group
Massachusetts
$665K 41,613 +21,971 +112%
WAAG
45
Wealth Alliance Advisory Group
Kansas
$648K 40,502 +200 +0.5%
KTC
46
Kistler-Tiffany Companies
Pennsylvania
$621K 38,819 +7 +0%
Truist Financial
47
Truist Financial
North Carolina
$615K 38,451 -290 -0.7%
OWP
48
Obermeyer Wealth Partners
Colorado
$615K 38,438 +219 +0.6%
Creative Planning
49
Creative Planning
Kansas
$609K 38,076 +3,791 +11%
RG
50
Retirement Group
California
$601K 37,572 – –
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