ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

152 hedge funds and large institutions have $612M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+7
Holders Change %
+4.83%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
49
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$25.1M
2
JWWM
Johnson & White Wealth Management
Pennsylvania
$5.5M
3
Mariner
Mariner
Kansas
$3.89M
4
AWA
Arete Wealth Advisors
Illinois
$440M
5
WAM
Wolverine Asset Management
Illinois
$1.55M

Top Sellers

1
PFP
Paragon Financial Partners
California
$0
2
Bank of America
Bank of America
North Carolina
$8.71M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.16M
4
Ameriprise
Ameriprise
Minnesota
$4.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$560K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$1.61M -$121K -9,894 -7%
WAM
27
Wolverine Asset Management
Illinois
$1.55M +$1.55M +126,372 New
EC
28
Elequin Capital
New York
$1.33M +$1.33M +108,531 New
AIFAIM
29
American Institute for Advanced Investment Management
Arizona
$1.19M -$18.6K -1,518 -2%
Stifel Financial
30
Stifel Financial
Missouri
$1.15M +$100K +8,171 +10%
HSA
31
HBK Sorce Advisory
Pennsylvania
$994K +$465K +37,918 +88%
OC
32
Oppenheimer & Co
New York
$983K -$39.9K -3,250 -4%
AAM
33
Advisors Asset Management
Colorado
$974K -$31.7K -2,582 -3%
CRC
34
Curi RMB Capital
Illinois
$961K +$5.4K +440 +0.6%
BCI
35
Brinker Capital Investments
Pennsylvania
$858K – – –
CAM
36
Cresset Asset Management
Illinois
$839K +$26.6K +2,166 +3%
TCBWMS
37
Texas Capital Bank Wealth Management Services
Texas
$822K -$579K -47,129 -41%
KAS
38
Kestra Advisory Services
Texas
$796K +$92K +7,490 +13%
AWA
39
Arkadios Wealth Advisors
Georgia
$756K -$135K -10,953 -15%
IGWM
40
ICA Group Wealth Management
Colorado
$747K +$385K +29,496 +107%
WS
41
Wedbush Securities
California
$733K +$146K +11,856 +25%
CF
42
Centaurus Financial
California
$732K -$80.8K -6,572 -10%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$710K +$710K +57,838 New
OWP
44
Obermeyer Wealth Partners
Colorado
$630K +$115K +9,386 +22%
WAAG
45
Wealth Alliance Advisory Group
Kansas
$583K +$86K +7,000 +17%
OWA
46
Outlook Wealth Advisors
Texas
$574K -$449K -36,536 -44%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$560K -$945K -76,921 -63%
WE
48
Wealth Effects
Massachusetts
$556K +$48.7K +3,969 +10%
AWS
49
Atria Wealth Solutions
New York
$549K +$206K +16,779 +60%
JWCA
50
J.W. Cole Advisors
Florida
$541K -$25.5K -2,079 -5%
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