ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

76 hedge funds and large institutions have $141M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$14.1M
2
UAS
2
United Asset Strategies
New York
$1.53M
3
Bank of America
3
Bank of America
North Carolina
$11.6M
4
IMS
4
Index Management Solutions
Pennsylvania
$2.69M
5
GC
5
Guggenheim Capital
Illinois
$19.7M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$5.66M
2
Invesco
2
Invesco
Georgia
$13M
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$262K
4
Cohen & Steers
4
Cohen & Steers
New York
$17.5M
5
RJA
5
Raymond James & Associates
Florida
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$192K 13,000 -1 -0%
B
52
Bailard
California
$177K 12,000 – –
CFA
53
Carroll Financial Associates
North Carolina
$175K 11,860 – –
PAG
54
Private Advisor Group
New Jersey
$165K 11,180 – –
FCI
55
Financial Counselors Inc
Kansas
$148K 10,000 +10,000 New
MFS
56
MSI Financial Services
Massachusetts
$112K 7,576 – –
NES
57
New England Securities
New York
$71K 4,833 +640 +15%
JIC
58
Joel Isaacson & Co
New York
$45K 3,050 – –
EWM
59
Evercore Wealth Management
New York
$44K 3,000 – –
BRWA
60
B. Riley Wealth Advisors
Florida
$38.1K 2,583 +2,583 New
MBT
61
Monroe Bank & Trust
Michigan
$38K 2,555 – –
Deutsche Bank
62
Deutsche Bank
Germany
$36K 2,500 +2,500 New
TRCT
63
Tower Research Capital (TRC)
New York
$35K 2,405 +2,405 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$30K 2,000 – –
SAM
65
Shamrock Asset Management
Texas
$30K 2,000 +1,000 +100%
DADC
66
D.A. Davidson & Co
Montana
$29K 2,000 – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$28K 1,885 -5,898 -76%
FFC
68
First Financial Corp
Indiana
$22K 1,500 -1,000 -40%
NFG
69
Next Financial Group
Texas
$20K 1,400 +1,400 New
Creative Planning
70
Creative Planning
Kansas
$14K 921 -753 -45%
NSIM
71
North Star Investment Management
Illinois
$11K 756 +756 New
SNT
72
Security National Trust
West Virginia
$10K 675 – –
1IC
73
1919 Investment Counsel
Maryland
$6K 350 +350 New
GSC
74
Ground Swell Capital
South Carolina
$5K 345 +345 New
Citigroup
75
Citigroup
New York
$3K 158 +42 +36%
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