ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

159 hedge funds and large institutions have $243M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
48
Reduced
52
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.1M
2
CA
2
Cornerstone Advisors
North Carolina
$20.1M
3
LPL Financial
3
LPL Financial
California
$18.7M
4
PS
4
Principal Securities
Iowa
$5.46M
5
BWG
5
Balanced Wealth Group
Ohio
$5.23M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.19M
2
SIA
2
Sit Investment Associates
Minnesota
$2.72M
3
IGWM
3
ICA Group Wealth Management
Colorado
$330K
4
EC
4
Elequin Capital
New York
$298K
5
WAM
5
Wolverine Asset Management
Illinois
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.68M 217,707 +15,409 +8%
LCM
27
Landscape Capital Management
New Jersey
$2.51M 203,886 +121,182 +147%
IC
28
IEQ Capital
California
$2.47M 200,681 +7,151 +4%
BPA
29
Beacon Pointe Advisors
California
$2.27M 183,915 -11,712 -6%
MA
30
Mutual Advisors
Nebraska
$1.48M 119,835 -2,046 -2%
AAM
31
Advisors Asset Management
Colorado
$1.44M 116,637 +18,279 +19%
Cohen & Steers
32
Cohen & Steers
New York
$1.41M 114,431 – –
CAM
33
Cresset Asset Management
Illinois
$923K 74,844 +1,714 +2%
CRC
34
Curi RMB Capital
Illinois
$898K 72,871 -6,296 -8%
OC
35
Oppenheimer & Co
New York
$876K 71,027 -13 -0%
OWP
36
Obermeyer Wealth Partners
Colorado
$836K 67,830 +2,670 +4%
KAS
37
Kestra Advisory Services
Texas
$818K 66,326 +6,619 +11%
WS
38
Wedbush Securities
California
$773K 62,688 -14,086 -18%
BRWA
39
B. Riley Wealth Advisors
Florida
$770K 62,346 +8,600 +16%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$770K 62,442 -2,757 -4%
Stifel Financial
41
Stifel Financial
Missouri
$627K 50,827 -6,978 -12%
CAN
42
Cetera Advisor Networks
California
$599K 48,595 -7,178 -13%
WAAG
43
Wealth Alliance Advisory Group
Kansas
$586K 47,502 – –
Creative Planning
44
Creative Planning
Kansas
$565K 45,829 +14,885 +48%
WE
45
Wealth Effects
Massachusetts
$543K 44,012 -2,391 -5%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$542K 43,927 +3,085 +8%
FFN
47
Focus Financial Network
Minnesota
$538K 43,640 +1,931 +5%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$532K 43,167 -3,986 -8%
OWA
49
Outlook Wealth Advisors
Texas
$522K 42,301 -2,644 -6%
HSA
50
HBK Sorce Advisory
Pennsylvania
$502K 40,730 – –
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