ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

125 hedge funds and large institutions have $159M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
18
Increased
41
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWP
51
Obermeyer Wealth Partners
Colorado
$434K
TCBWMS
52
Texas Capital Bank Wealth Management Services
Texas
$421K +$421K +28,147 New
KTA
53
Keeley-Teton Advisors
Illinois
$405K +$7.69K +514 +2%
M&T Bank
54
M&T Bank
New York
$404K
PAG
55
Private Advisor Group
New Jersey
$402K -$5.76K -385 -1%
HighTower Advisors
56
HighTower Advisors
Illinois
$384K
JCM
57
Jacobi Capital Management
Pennsylvania
$380K -$6.82K -456 -2%
MAFM
58
Mid Atlantic Financial Management
Pennsylvania
$379K +$48.1K +3,221 +15%
Principal Financial Group
59
Principal Financial Group
Iowa
$366K -$16.7K -1,117 -4%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$356K -$45.2K -3,021 -11%
EPA
61
Element Pointe Advisors
Florida
$328K -$8.06K -539 -2%
LPT
62
Legacy Private Trust
Wisconsin
$324K -$9.84K -658 -3%
EFS
63
Essex Financial Services
Connecticut
$295K +$6.5K +434 +2%
EVM
64
Eaton Vance Management
Massachusetts
$293K
EFSCE
65
Enterprise Financial Services Corp (EFSC)
Missouri
$283K +$15 +1 +0%
AIP
66
Ahrens Investment Partners
Louisiana
$278K
SCI
67
Stableford Capital II
Arizona
$275K
JWCA
68
J.W. Cole Advisors
Florida
$272K +$272K +18,186 New
KFGK
69
Keystone Financial Group (Kentucky)
Kentucky
$262K +$3.94K +263 +2%
CRWM
70
Castle Rock Wealth Management
California
$247K
ST
71
Sabal Trust
Florida
$244K
SS
72
Sunbelt Securities
Texas
$238K -$10.5K -700 -4%
ACM
73
Allred Capital Management
Texas
$232K +$232K +15,500 New
DADC
74
D.A. Davidson & Co
Montana
$226K +$598 +40 +0.3%
ASN
75
Advisory Services Network
Georgia
$221K -$3.03K -202 -1%