ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

92 hedge funds and large institutions have $113M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
34
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$4.09M
2
FTI
Fiduciary Trust International
Massachusetts
+$2.65M
3
JWM
Jacobus Wealth Management
Wisconsin
+$423K
4
Bank of America
Bank of America
North Carolina
+$406K
5
Millennium Management
Millennium Management
New York
+$381K

Top Sellers

1
LPL Financial
LPL Financial
California
-$5.23M
2
GC
Guggenheim Capital
Illinois
-$2.82M
3
UAS
United Asset Strategies
New York
-$931K
4
Invesco
Invesco
Georgia
-$826K
5
Cohen & Steers
Cohen & Steers
New York
-$576K
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
51
Hilltop Holdings
Texas
$255K +$255K +16,742 New
ASN
52
Advisory Services Network
Georgia
$232K +$2.99K +196 +1%
GSBTD
53
Glenview State Bank Trust Department
Illinois
$218K – – –
WPC
54
White Pine Capital
Minnesota
$211K +$211K +13,850 New
Goldman Sachs
55
Goldman Sachs
New York
$210K -$306K -20,091 -59%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$207K +$207K +13,585 New
AIP
57
Ahrens Investment Partners
Louisiana
$205K – – –
AWA
58
Arete Wealth Advisors
Illinois
$205K +$15.3K +1,000 +8%
CCB
59
Cutter & Co Brokerage
Missouri
$202K – – –
Bank of New York Mellon
60
Bank of New York Mellon
New York
$199K -$26.8K -1,763 -12%
IA
61
IFP Advisors
Florida
$198K -$5.87K -385 -3%
BHB
62
Bank Hapoalim BM
Israel
$174K – – –
FHA
63
Flagship Harbor Advisors
Massachusetts
$169K -$24K -1,565 -12%
PMFA
64
Plante Moran Financial Advisors
Michigan
$169K – – –
PAG
65
Private Advisor Group
New Jersey
$164K +$4.25K +277 +3%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$161K -$198K -13,044 -55%
CA
67
Cetera Advisors
Colorado
$161K – – –
Baird Financial Group
68
Baird Financial Group
Wisconsin
$158K +$3.43K +225 +2%
DA
69
Doliver Advisors
Texas
$155K +$155K +10,168 New
RJT
70
Raymond James Trust
Florida
$155K +$155K +10,182 New
NFG
71
Next Financial Group
Texas
$141K +$114K +7,431 +413%
JCM
72
Jacobi Capital Management
Pennsylvania
$127K +$127K +8,305 New
Citigroup
73
Citigroup
New York
$104K +$1.07K +70 +1%
US Bancorp
74
US Bancorp
Minnesota
$99K +$45.7K +3,000 +86%
VWA
75
V Wealth Advisors
Kansas
$86K +$86K +5,615 New
1 2
3
4