ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

97 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
40
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.25M
2
AI
Atria Investments
North Carolina
+$1.1M
3
Ameriprise
Ameriprise
Minnesota
+$837K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$699K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$513K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$5.71M
2
Cohen & Steers
Cohen & Steers
New York
-$3.11M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$601K
4
JG
Jefferies Group
New York
-$400K
5
GC
Guggenheim Capital
Illinois
-$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
51
Jacobi Capital Management
Pennsylvania
$301K +$16.5K +1,069 +6%
KFGK
52
Keystone Financial Group (Kentucky)
Kentucky
$300K -$4.25K -275 -1%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$289K -$27.6K -1,787 -9%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$276K +$7.74K +500 +3%
BTS
55
BB&T Securities
Virginia
$269K – – –
Millennium Management
56
Millennium Management
New York
$269K +$269K +17,395 New
CF
57
Centaurus Financial
California
$266K +$266K +17,233 New
ASN
58
Advisory Services Network
Georgia
$264K +$3.45K +219 +1%
DAS
59
Dynamic Advisor Solutions
Arizona
$234K +$18K +1,165 +8%
CA
60
Cetera Advisors
Colorado
$234K +$234K +15,070 New
AIP
61
Ahrens Investment Partners
Louisiana
$232K -$6.19K -400 -3%
GSBTD
62
Glenview State Bank Trust Department
Illinois
$228K +$7.72K +500 +4%
WAAG
63
Wealth Alliance Advisory Group
Kansas
$227K – – –
FNBT
64
FineMark National Bank & Trust
Florida
$211K – – –
Citigroup
65
Citigroup
New York
$198K -$30K -1,936 -13%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$182K +$6.14K +396 +3%
BW
67
Bison Wealth
Georgia
$175K – – –
PMFA
68
Plante Moran Financial Advisors
Michigan
$171K – – –
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$155K +$155K +10,000 New
PAG
70
Private Advisor Group
New Jersey
$155K +$155K +10,018 New
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$104K +$9.73K +625 +10%
RFM
72
Royal Fund Management
Florida
$100K +$88K +5,720 +733%
GWM
73
Geneos Wealth Management
Colorado
$91K – – –
US Bancorp
74
US Bancorp
Minnesota
$84K -$108 -7 -0.1%
SEI Investments
75
SEI Investments
Pennsylvania
$63K +$19.6K +1,263 +45%
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