ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

145 hedge funds and large institutions have $180M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
48
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$8.97M
2
BPA
Beacon Pointe Advisors
California
$2.7M
3
PFP
Paragon Financial Partners
California
$7.37M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.04M
5
Morgan Stanley
Morgan Stanley
New York
$16.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$15.4M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
UBS Group
UBS Group
Switzerland
$6.97M
4
SWP
Stratos Wealth Partners
Ohio
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCBWMS
26
Texas Capital Bank Wealth Management Services
Texas
$1.5M -$239K -18,159 -14%
AIFAIM
27
American Institute for Advanced Investment Management
Arizona
$1.3M – – –
Stifel Financial
28
Stifel Financial
Missouri
$1.13M -$11.8K -895 -1%
OC
29
Oppenheimer & Co
New York
$1.1M -$929K -70,694 -46%
OWA
30
Outlook Wealth Advisors
Texas
$1.1M +$6.73K +512 +0.6%
AAM
31
Advisors Asset Management
Colorado
$1.08M +$184K +13,988 +21%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.04M +$303K +23,032 +41%
CRC
33
Curi RMB Capital
Illinois
$1.02M – – –
AWA
34
Arkadios Wealth Advisors
Georgia
$953K -$757K -57,586 -44%
BCI
35
Brinker Capital Investments
Pennsylvania
$919K – – –
CF
36
Centaurus Financial
California
$870K -$13.2K -1,003 -1%
CAM
37
Cresset Asset Management
Illinois
$870K +$13.4K +1,021 +2%
KAS
38
Kestra Advisory Services
Texas
$754K -$6.22K -473 -0.8%
Mariner
39
Mariner
Kansas
$644K -$11.8K -900 -2%
WS
40
Wedbush Securities
California
$629K -$13.8K -1,052 -2%
JWCA
41
J.W. Cole Advisors
Florida
$606K -$14.9K -1,134 -2%
HSA
42
HBK Sorce Advisory
Pennsylvania
$566K -$165K -12,550 -23%
OWP
43
Obermeyer Wealth Partners
Colorado
$551K -$67K -5,102 -11%
FFN
44
Focus Financial Network
Minnesota
$550K +$2.1K +160 +0.4%
WE
45
Wealth Effects
Massachusetts
$544K +$171 +13 +0%
WAAG
46
Wealth Alliance Advisory Group
Kansas
$533K – – –
AAS
47
Avantax Advisory Services
Texas
$528K -$7.91K -602 -1%
PAG
48
Private Advisor Group
New Jersey
$521K +$63.1K +4,799 +14%
BJL
49
Brighton Jones LLC
Washington
$499K +$24.9K +1,891 +5%
GWSG
50
GPS Wealth Strategies Group
Colorado
$487K -$8.54K -650 -2%
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