ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

74 hedge funds and large institutions have $132M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 14 closing their positions.

Holders
74
Holders Change
-7
Holders Change %
-8.64%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Argentus Capital Management
Texas
$7.56M
2
SCA
2
Strategic Capital Alternatives
United States
$3.91M
3
UAS
3
United Asset Strategies
New York
$2.28M
4
Cohen & Steers
4
Cohen & Steers
New York
$16.9M
5
TC
5
Trust Company
Kansas
$472K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$16.4M
2
IMS
2
Index Management Solutions
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$1.82M
4
TC
4
TFS Capital
Pennsylvania
$0
5
DA
5
Doliver Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCI
51
Financial Counselors Inc
Kansas
$195K 13,035 +3,035 +30%
Citigroup
52
Citigroup
New York
$188K 12,506 +9,032 +260%
RCM
53
RNC Capital Management
California
$179K 11,909 – –
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$170K 11,350 +11,350 New
PMFA
55
Plante Moran Financial Advisors
Michigan
$166K 11,100 – –
SWP
56
Stratos Wealth Partners
Ohio
$154K 10,275 – –
HighTower Advisors
57
HighTower Advisors
Illinois
$153K 10,175 +10,175 New
Creative Planning
58
Creative Planning
Kansas
$98K 6,528 – –
SAM
59
Shamrock Asset Management
Texas
$70K 4,675 +1,330 +40%
NFG
60
Next Financial Group
Texas
$51K 3,410 +2,040 +149%
JIC
61
Joel Isaacson & Co
New York
$46K 3,050 – –
IWM
62
Integrated Wealth Management
California
$44K 2,950 +2,950 New
Deutsche Bank
63
Deutsche Bank
Germany
$37K 2,500 – –
KA
64
Klingman & Associates
New York
$31K 2,100 – –
ASN
65
Advisory Services Network
Georgia
$29K 1,910 -16,973 -90%
DADC
66
D.A. Davidson & Co
Montana
$29K 2,000 – –
FFC
67
First Financial Corp
Indiana
$22K 1,500 – –
CFA
68
Carroll Financial Associates
North Carolina
$18K 1,175 – –
SNT
69
Security National Trust
West Virginia
$10K 675 – –
WA
70
WFG Advisors
Texas
$9K 600 -15,088 -96%
BC
71
Bartlett & Co
Ohio
$2K 150 – –
VC
72
Vicus Capital
Pennsylvania
$1.2K 79,741 +650 +0.8%
AllianceBernstein
73
AllianceBernstein
Tennessee
$1K 50 +50 New
IMS
74
Index Management Solutions
Pennsylvania
– – -262,972 Closed
TC
75
TFS Capital
Pennsylvania
– – -104,069 Closed
1 2
3
4