ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

145 hedge funds and large institutions have $169M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
48
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$4.58M
2
Morgan Stanley
2
Morgan Stanley
New York
$30.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.63M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.79M
5
LPL Financial
5
LPL Financial
California
$9.28M

Top Sellers

1
JWWM
1
Johnson & White Wealth Management
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$7.29M
3
EC
3
Elequin Capital
New York
$269K
4
Invesco
4
Invesco
Georgia
$8.95M
5
GC
5
Guggenheim Capital
Illinois
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CRC
26
Curi RMB Capital
Illinois
$994K 78,688 +436 +0.6%
AAM
27
Advisors Asset Management
Colorado
$993K 78,600 -681 -0.9%
Stifel Financial
28
Stifel Financial
Missouri
$912K 72,183 -21,538 -23%
CAM
29
Cresset Asset Management
Illinois
$883K 69,897 +1,569 +2%
OC
30
Oppenheimer & Co
New York
$861K 68,185 -11,875 -15%
TCBWMS
31
Texas Capital Bank Wealth Management Services
Texas
$846K 66,976 – –
WS
32
Wedbush Securities
California
$773K 61,200 +1,530 +3%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$761K 17,162 – –
AWA
34
Arkadios Wealth Advisors
Georgia
$744K 58,926 -2,599 -4%
OWP
35
Obermeyer Wealth Partners
Colorado
$739K 58,491 +7,171 +14%
IGWM
36
ICA Group Wealth Management
Colorado
$730K 57,775 +585 +1%
KAS
37
Kestra Advisory Services
Texas
$692K 54,753 -10,097 -16%
CF
38
Centaurus Financial
California
$645K 51,097 -8,472 -14%
AWS
39
Atria Wealth Solutions
New York
$615K 48,733 +4,055 +9%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$600K 47,502 – –
WE
41
Wealth Effects
Massachusetts
$584K 46,277 +963 +2%
BCM
42
Bluefin Capital Management
New York
– – -14,325 Closed
OWA
43
Outlook Wealth Advisors
Texas
$568K 44,945 -1,831 -4%
PAG
44
Private Advisor Group
New Jersey
$562K 44,536 +2,072 +5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$534K 42,247 -1,741 -4%
AIFAIM
46
American Institute for Advanced Investment Management
Arizona
$532K 43,113 -54,023 -56%
GWSG
47
GPS Wealth Strategies Group
Colorado
$529K 41,901 +6,487 +18%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$529K 41,908 -3,658 -8%
FFN
49
Focus Financial Network
Minnesota
$522K 41,329 +196 +0.5%
HSA
50
HBK Sorce Advisory
Pennsylvania
$511K 40,490 -40,490 -50%
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