ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

153 hedge funds and large institutions have $239M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-6
Holders Change %
-3.77%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
58
Reduced
41
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
$26.7M
2
WS
Wedbush Securities
California
$2.01M
3
SFS
Shaker Financial Services
Virginia
$4.64M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.31M
5
Cohen & Steers
Cohen & Steers
New York
$2.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$21.8M
2
SIA
Sit Investment Associates
Minnesota
$0
3
Invesco
Invesco
Georgia
$13.9M
4
IC
IEQ Capital
California
$1.77M
5
AAM
Advisors Asset Management
Colorado
$942K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$2.69M -$437K -33,809 -14%
BPA
27
Beacon Pointe Advisors
California
$2.41M +$35.5K +2,743 +1%
Cohen & Steers
28
Cohen & Steers
New York
$2.37M +$886K +68,500 +60%
WS
29
Wedbush Securities
California
$2.01M +$1.2M +92,755 +148%
IC
30
IEQ Capital
California
$1.77M -$823K -63,629 -32%
MA
31
Mutual Advisors
Nebraska
$1.57M +$20K +1,548 +1%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.31M +$925K +71,505 +238%
WAM
33
Wolverine Asset Management
Illinois
$1.18M +$859K +66,438 +266%
OWP
34
Obermeyer Wealth Partners
Colorado
$1.03M +$158K +12,182 +18%
CAM
35
Cresset Asset Management
Illinois
$989K +$21.5K +1,666 +2%
AAM
36
Advisors Asset Management
Colorado
$942K -$566K -43,779 -38%
OC
37
Oppenheimer & Co
New York
$900K -$18.3K -1,416 -2%
KAS
38
Kestra Advisory Services
Texas
$873K +$15.8K +1,219 +2%
CRC
39
Curi RMB Capital
Illinois
$860K -$82K -6,339 -9%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$839K +$32.1K +2,480 +4%
PAG
41
Private Advisor Group
New Jersey
$754K +$244K +18,847 +48%
HighTower Advisors
42
HighTower Advisors
Illinois
$728K +$249K +19,172 +52%
CAN
43
Cetera Advisor Networks
California
$676K +$47.5K +3,672 +8%
Stifel Financial
44
Stifel Financial
Missouri
$659K +$2.11K +163 +0.3%
BRWA
45
B. Riley Wealth Advisors
Florida
$645K -$103K -8,600 -14%
FFN
46
Focus Financial Network
Minnesota
$620K +$67.8K +5,354 +12%
WAAG
47
Wealth Alliance Advisory Group
Kansas
$611K -$2.99K -231 -0.5%
Creative Planning
48
Creative Planning
Kansas
$600K +$7.93K +613 +1%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$558K +$39 +3 +0%
SW
50
SteelPeak Wealth
California
$558K +$45.8K +3,542 +9%
1
2
3 4 5