ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

88 hedge funds and large institutions have $114M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
27
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$1.37M
2
Bank of America
Bank of America
North Carolina
+$1.29M
3
UBS Group
UBS Group
Switzerland
+$705K
4
LWAC
Laurel Wealth Advisors (California)
California
+$350K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$346K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$4.06M
2
GC
Guggenheim Capital
Illinois
-$1.47M
3
Invesco
Invesco
Georgia
-$1.34M
4
Cohen & Steers
Cohen & Steers
New York
-$1.23M
5
EFS
Essex Financial Services
Connecticut
-$535K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$244K +$15.2K +1,000 +7%
ASN
52
Advisory Services Network
Georgia
$228K +$228K +15,012 New
Bank of New York Mellon
53
Bank of New York Mellon
New York
$226K -$202K -13,237 -47%
EFS
54
Essex Financial Services
Connecticut
$220K -$535K -35,150 -71%
GSBTD
55
Glenview State Bank Trust Department
Illinois
$217K – – –
AIP
56
Ahrens Investment Partners
Louisiana
$205K +$13.7K +900 +7%
IA
57
IFP Advisors
Florida
$203K +$2.35K +155 +1%
CCB
58
Cutter & Co Brokerage
Missouri
$201K – – –
FHA
59
Flagship Harbor Advisors
Massachusetts
$190K – – –
AWA
60
Arete Wealth Advisors
Illinois
$189K – – –
BHB
61
Bank Hapoalim BM
Israel
$174K +$15.3K +1,000 +10%
PMFA
62
Plante Moran Financial Advisors
Michigan
$169K – – –
WEC
63
Winslow Evans & Crocker
Massachusetts
$165K +$165K +10,876 New
CA
64
Cetera Advisors
Colorado
$161K -$701 -46 -0.4%
PAG
65
Private Advisor Group
New Jersey
$158K -$9.97K -658 -6%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$154K – – –
Citigroup
67
Citigroup
New York
$102K -$26.6K -1,756 -21%
FPF
68
FNY Partners Fund
New York
$66K +$66K +4,400 New
SAM
69
Shamrock Asset Management
Texas
$61K – – –
US Bancorp
70
US Bancorp
Minnesota
$53K +$15.1K +1,000 +40%
MA
71
MUFG Americas
New York
$52K – – –
WAS
72
WESPAC Advisors SoCal
California
$49.5K +$49.5K +3,253 New
PB
73
Pinnacle Bancorp
Nebraska
$47K +$47K +3,090 New
DADC
74
D.A. Davidson & Co
Montana
$30K – – –
AWMS
75
Advocacy Wealth Management Services
Georgia
$28K -$322K -21,159 -92%
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