ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

89 hedge funds and large institutions have $129M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
34
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
$1.99M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$5.53M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.62M
4
Invesco
Invesco
Georgia
$9.49M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.07M

Top Sellers

1
WS
Wedbush Securities
California
$300K
2
GC
Guggenheim Capital
Illinois
$14.5M
3
EFS
Essex Financial Services
Connecticut
$1.38M
4
Morgan Stanley
Morgan Stanley
New York
$10.4M
5
EVM
Eaton Vance Management
Massachusetts
$302K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$221K +$33.7K +2,300 +18%
IH
52
IFC Holdings
Florida
$209K +$209K +14,185 New
WPC
53
White Pine Capital
Minnesota
$204K – – –
BHB
54
Bank Hapoalim BM
Israel
$202K – – –
IA
55
IFP Advisors
Florida
$201K +$84K +5,557 +72%
IC
56
InterOcean Capital
Illinois
$197K +$197K +13,415 New
CCB
57
Cutter & Co Brokerage
Missouri
$194K – – –
ACM
58
Aviance Capital Management
Florida
$194K +$194K +13,215 New
CA
59
Cetera Advisors
Colorado
$179K +$11.1K +750 +7%
PAG
60
Private Advisor Group
New Jersey
$172K -$26.4K -1,800 -13%
SPC
61
Sigma Planning Corp
Michigan
$171K -$126K -8,554 -42%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$171K -$110K -7,460 -39%
NFG
63
Next Financial Group
Texas
$164K +$83.9K +5,707 +105%
PMFA
64
Plante Moran Financial Advisors
Michigan
$163K – – –
Baird Financial Group
65
Baird Financial Group
Wisconsin
$161K -$1.47K -100 -0.9%
FNBT
66
FineMark National Bank & Trust
Florida
$158K – – –
ICAS
67
Investors Capital Advisory Services
Massachusetts
$152K +$152K +10,391 New
SBL
68
Sargent Bickham Lagudis
Colorado
$89K +$89K +6,081 New
BFEC
69
Benjamin F. Edwards & Company
Missouri
$81K -$48.2K -3,300 -37%
SAM
70
Shamrock Asset Management
Texas
$74K – – –
WAS
71
WESPAC Advisors SoCal
California
$47.8K – – –
ACM
72
Argentus Capital Management
Texas
$47K -$137K -9,304 -74%
JIC
73
Joel Isaacson & Co
New York
$45K – – –
IWM
74
Integrated Wealth Management
California
$43K – – –
KA
75
Klingman & Associates
New York
$31K – – –
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3
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