ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

83 hedge funds and large institutions have $124M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
34
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$5.02M
2
MFS
MSI Financial Services
Massachusetts
$1.47M
3
Bank of America
Bank of America
North Carolina
$16.6M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$6.27M
5
OC
Oppenheimer & Co
New York
$1.59M

Top Sellers

1
FTI
Fiduciary Trust International
Massachusetts
$1.87M
2
Morgan Stanley
Morgan Stanley
New York
$8.32M
3
Cohen & Steers
Cohen & Steers
New York
$13.9M
4
DA
Doliver Advisors
Texas
$0
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$236K +$37.1K +2,461 +19%
FAAS
52
First Allied Advisory Services
California
$228K – – –
HighTower Advisors
53
HighTower Advisors
Illinois
$227K -$136 -9 -0.1%
IA
54
IFP Advisors
Florida
$218K +$12.1K +800 +6%
GSBTD
55
Glenview State Bank Trust Department
Illinois
$215K +$215K +14,277 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$213K +$213K +14,090 New
WPC
57
White Pine Capital
Minnesota
$209K – – –
PAG
58
Private Advisor Group
New Jersey
$204K +$29.8K +2,000 +17%
IC
59
InterOcean Capital
Illinois
$202K – – –
CCB
60
Cutter & Co Brokerage
Missouri
$200K +$200K +13,226 New
BHB
61
Bank Hapoalim BM
Israel
$172K -$75.6K -5,013 -31%
PMFA
62
Plante Moran Financial Advisors
Michigan
$167K – – –
Baird Financial Group
63
Baird Financial Group
Wisconsin
$153K -$1.51K -100 -1%
CFA
64
Carroll Financial Associates
North Carolina
$125K +$107K +7,150 +609%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79K +$67.1K +4,450 +563%
SAM
66
Shamrock Asset Management
Texas
$75K – – –
MA
67
MUFG Americas
New York
$52K – – –
WAS
68
WESPAC Advisors SoCal
California
$49.1K – – –
IWM
69
Integrated Wealth Management
California
$45K – – –
US Bancorp
70
US Bancorp
Minnesota
$38K -$17.1K -1,125 -31%
DADC
71
D.A. Davidson & Co
Montana
$30K – – –
KA
72
Klingman & Associates
New York
$27K -$4.5K -300 -14%
FFC
73
First Financial Corp
Indiana
$23K – – –
GWM
74
Geneos Wealth Management
Colorado
$23K – – –
JIC
75
Joel Isaacson & Co
New York
$19K – – –
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3
4