ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

81 hedge funds and large institutions have $135M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$19.3M
2
ACM
Argentus Capital Management
Texas
$4.16M
3
TC
TFS Capital
Pennsylvania
$1.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.51M
5
DA
Doliver Advisors
Texas
$1.23M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$0
2
UAS
United Asset Strategies
New York
$0
3
Cohen & Steers
Cohen & Steers
New York
$15.4M
4
GC
Guggenheim Capital
Illinois
$18.5M
5
Invesco
Invesco
Georgia
$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFS
51
VSR Financial Services
Kansas
$206K – – –
BHB
52
Bank Hapoalim BM
Israel
$203K -$49.6K -3,528 -20%
WPC
53
White Pine Capital
Minnesota
$195K – – –
CCB
54
Cutter & Co Brokerage
Missouri
$186K – – –
CS
55
Credit Suisse
Switzerland
$186K +$186K +13,260 New
RCM
56
RNC Capital Management
California
$167K +$167K +11,909 New
CA
57
Cetera Advisors
Colorado
$158K +$158K +11,294 New
PMFA
58
Plante Moran Financial Advisors
Michigan
$156K – – –
NPC
59
National Planning Corporation
California
$155K -$46K -3,250 -23%
WAM
60
Wolverine Asset Management
Illinois
$150K +$150K +10,678 New
SWP
61
Stratos Wealth Partners
Ohio
$144K +$144K +10,275 New
FCI
62
Financial Counselors Inc
Kansas
$141K – – –
MFS
63
MSI Financial Services
Massachusetts
$118K +$49.2K +3,500 +71%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$102K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$92K – – –
Creative Planning
66
Creative Planning
Kansas
$92K +$64.9K +4,607 +240%
NES
67
New England Securities
New York
$56K -$11.6K -817 -17%
Citigroup
68
Citigroup
New York
$49K +$23.4K +1,661 +92%
SAM
69
Shamrock Asset Management
Texas
$47K – – –
JIC
70
Joel Isaacson & Co
New York
$43K – – –
Deutsche Bank
71
Deutsche Bank
Germany
$35K – – –
KA
72
Klingman & Associates
New York
$29K +$29K +2,100 New
DADC
73
D.A. Davidson & Co
Montana
$28K – – –
FFC
74
First Financial Corp
Indiana
$21K – – –
NFG
75
Next Financial Group
Texas
$19K -$416 -30 -2%
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