ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

153 hedge funds and large institutions have $248M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+17
Holders Change %
+12.5%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
52
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFP
1
Paragon Financial Partners
California
$7.55M
2
GC
2
Guggenheim Capital
Illinois
$14.1M
3
AWM
3
Axxcess Wealth Management
California
$1.91M
4
CAN
4
Cetera Advisor Networks
California
$2.29M
5
Invesco
5
Invesco
Georgia
$15.7M

Top Sellers

1
UAS
1
United Asset Strategies
New York
$190K
2
DADC
2
D.A. Davidson & Co
Montana
$281K
3
AWA
3
Arkadios Wealth Advisors
Georgia
$3.5M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$4.67M
5
CCG
5
Capital CS Group
California
$171K
Name Market Value Shares Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$2.63M 157,254 -12,614 -7%
CAN
27
Cetera Advisor Networks
California
$2.29M 136,962 +103,495 +309%
TCBWMS
28
Texas Capital Bank Wealth Management Services
Texas
$2.2M 131,241 +46,445 +55%
AWM
29
Axxcess Wealth Management
California
$1.91M 114,100 +114,100 New
OWA
30
Outlook Wealth Advisors
Texas
$1.88M 112,503 -6,764 -6%
Stifel Financial
31
Stifel Financial
Missouri
$1.62M 96,817 +1,000 +1%
AIFAIM
32
American Institute for Advanced Investment Management
Arizona
$1.5M 89,504 – –
SWP
33
Stratos Wealth Partners
Ohio
$1.47M 88,048 +948 +1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.43M 85,410 +26,926 +46%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.2M 71,914 +20,514 +40%
CRC
36
Curi RMB Capital
Illinois
$1.18M 70,703 – –
NSLI
37
Nan Shan Life Insurance
Taiwan
$1.18M 70,674 – –
BCI
38
Brinker Capital Investments
Pennsylvania
$1.17M 69,882 +69,882 New
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$1.07M 64,163 +22,500 +54%
CAM
40
Cresset Asset Management
Illinois
$1.04M 62,164 +62,164 New
KAS
41
Kestra Advisory Services
Texas
$903K 53,927 +1,989 +4%
CF
42
Centaurus Financial
California
$883K 52,757 +7,190 +16%
Mariner
43
Mariner
Kansas
$815K 48,657 – –
OWP
44
Obermeyer Wealth Partners
Colorado
$798K 47,686 +9,248 +24%
HSA
45
HBK Sorce Advisory
Pennsylvania
$772K 46,112 -4,152 -8%
Creative Planning
46
Creative Planning
Kansas
$740K 44,234 +6,158 +16%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$736K 43,969 -297 -0.7%
CG
48
Colony Group
Massachusetts
$684K 40,838 -775 -2%
WS
49
Wedbush Securities
California
$681K 40,653 -6,525 -14%
WAAG
50
Wealth Alliance Advisory Group
Kansas
$678K 40,502 – –
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