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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

91 hedge funds and large institutions have $113M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

0% less capital invested

Capital invested by funds: $113M → $113M (-$213K)

0.53% less ownership

Funds ownership: 11.66%11.13% (-0.53%)

1% less funds holding

Funds holding: 9291 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
39
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
51
Jacobi Capital Management
Pennsylvania
$268K +$142K +9,258 +111%
Goldman Sachs
52
Goldman Sachs
New York
$263K +$52.1K +3,398 +25%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$256K
WEC
54
Winslow Evans & Crocker
Massachusetts
$254K -$16.9K -1,100 -6%
ASN
55
Advisory Services Network
Georgia
$236K +$3.12K +203 +1%
CCB
56
Cutter & Co Brokerage
Missouri
$222K +$19.8K +1,290 +10%
GSBTD
57
Glenview State Bank Trust Department
Illinois
$219K
AIP
58
Ahrens Investment Partners
Louisiana
$218K +$11.8K +770 +6%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$215K +$6.41K +418 +3%
FNBT
60
FineMark National Bank & Trust
Florida
$209K -$92.1K -6,000 -31%
AWA
61
Arete Wealth Advisors
Illinois
$206K
MPI
62
Mairs & Power Inc
Minnesota
$199K +$199K +13,000 New
PAG
63
Private Advisor Group
New Jersey
$184K +$20.5K +1,337 +12%
FHA
64
Flagship Harbor Advisors
Massachusetts
$180K +$12.3K +800 +7%
PMFA
65
Plante Moran Financial Advisors
Michigan
$170K
Baird Financial Group
66
Baird Financial Group
Wisconsin
$162K +$3.04K +198 +2%
BW
67
Bison Wealth
Georgia
$162K +$162K +10,581 New
CA
68
Cetera Advisors
Colorado
$161K
YP
69
Yellowstone Partners
Idaho
$159K +$160K +10,400 New
RJT
70
Raymond James Trust
Florida
$156K
Citigroup
71
Citigroup
New York
$149K +$45.2K +2,943 +43%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$111K -$50.7K -3,306 -31%
US Bancorp
73
US Bancorp
Minnesota
$100K
WAM
74
Wolverine Asset Management
Illinois
$62K +$62.2K +4,052 New
SAM
75
Shamrock Asset Management
Texas
$61K