ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

160 hedge funds and large institutions have $240M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
54
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.51M
2
GC
2
Guggenheim Capital
Illinois
$15.3M
3
LPL Financial
3
LPL Financial
California
$9.12M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.11M
5
Truist Financial
5
Truist Financial
North Carolina
$1.62M

Top Sellers

1
ACM
1
Anfield Capital Management
California
$0
2
Invesco
2
Invesco
Georgia
$11.8M
3
Wells Fargo
3
Wells Fargo
California
$3.35M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$2.02M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$2.31M 147,825 -10,533 -7%
CAN
27
Cetera Advisor Networks
California
$2.25M 143,932 +6,970 +5%
AWA
28
Arkadios Wealth Advisors
Georgia
$2.02M 129,104 -79,855 -38%
AWM
29
Axxcess Wealth Management
California
$1.87M 119,617 +5,517 +5%
OWA
30
Outlook Wealth Advisors
Texas
$1.81M 115,845 +3,342 +3%
SWP
31
Stratos Wealth Partners
Ohio
$1.69M 108,090 +20,042 +23%
Stifel Financial
32
Stifel Financial
Missouri
$1.63M 104,327 +7,510 +8%
Truist Financial
33
Truist Financial
North Carolina
$1.62M 103,555 +70,765 +216%
AIFAIM
34
American Institute for Advanced Investment Management
Arizona
$1.57M 100,654 +11,150 +12%
RG
35
Retirement Group
California
$1.31M 83,657 +53,227 +175%
CRC
36
Curi RMB Capital
Illinois
$1.22M 77,812 +7,109 +10%
BCI
37
Brinker Capital Investments
Pennsylvania
$1.09M 69,882 – –
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.07M 68,303 -3,611 -5%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$989K 63,342 -821 -1%
CAM
40
Cresset Asset Management
Illinois
$985K 63,083 +919 +1%
HSA
41
HBK Sorce Advisory
Pennsylvania
$876K 56,112 +10,000 +22%
AAS
42
Avantax Advisory Services
Texas
$829K 53,044 +53,044 New
KAS
43
Kestra Advisory Services
Texas
$826K 52,891 -1,036 -2%
CF
44
Centaurus Financial
California
$813K 52,029 -728 -1%
Mariner
45
Mariner
Kansas
$760K 48,657 – –
JWCA
46
J.W. Cole Advisors
Florida
$754K 48,267 +34,337 +246%
Creative Planning
47
Creative Planning
Kansas
$727K 46,563 +2,329 +5%
OWP
48
Obermeyer Wealth Partners
Colorado
$721K 46,153 -1,533 -3%
Cohen & Steers
49
Cohen & Steers
New York
$661K 42,347 +42,347 New
FFN
50
Focus Financial Network
Minnesota
$648K 41,489 +41,489 New
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