ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

153 hedge funds and large institutions have $248M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+17
Holders Change %
+12.5%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
52
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFP
1
Paragon Financial Partners
California
$7.55M
2
GC
2
Guggenheim Capital
Illinois
$14.1M
3
AWM
3
Axxcess Wealth Management
California
$1.91M
4
CAN
4
Cetera Advisor Networks
California
$2.29M
5
Invesco
5
Invesco
Georgia
$15.7M

Top Sellers

1
UAS
1
United Asset Strategies
New York
$190K
2
DADC
2
D.A. Davidson & Co
Montana
$281K
3
AWA
3
Arkadios Wealth Advisors
Georgia
$3.5M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$4.67M
5
CCG
5
Capital CS Group
California
$171K
Name Market Value Shares Shares
Change 		Shares
Change %
WE
51
Wealth Effects
Massachusetts
$663K 39,629 +39,629 New
KTC
52
Kistler-Tiffany Companies
Pennsylvania
$650K 38,829 +10 +0%
BJL
53
Brighton Jones LLC
Washington
$576K 34,422 +708 +2%
SCI
54
Stableford Capital II
Arizona
$561K 37,498 +5,911 +19%
LWAC
55
Laurel Wealth Advisors (California)
California
$558K 33,349 +20,804 +166%
AAM
56
Advisors Asset Management
Colorado
$557K 33,253 -1,380 -4%
Truist Financial
57
Truist Financial
North Carolina
$549K 32,790 -5,661 -15%
KTA
58
Keeley-Teton Advisors
Illinois
$530K 31,660 +769 +2%
RG
59
Retirement Group
California
$509K 30,430 -7,142 -19%
PAG
60
Private Advisor Group
New Jersey
$506K 30,239 +1,112 +4%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$485K 28,972 +3,359 +13%
BWM
62
Birchcreek Wealth Management
Ohio
$425K 25,363 -511 -2%
HighTower Advisors
63
HighTower Advisors
Illinois
$397K 23,756 -441 -2%
5L
64
55I LLC
Massachusetts
$391K 23,358 +269 +1%
D
65
Diversified
Delaware
$360K 21,509 -428 -2%
CRWM
66
Castle Rock Wealth Management
California
$359K 23,272 -2,233 -9%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$359K 21,477 – –
FPAS
68
Focus Partners Advisor Solutions
Missouri
$359K 21,421 +21,421 New
BRWA
69
B. Riley Wealth Advisors
Florida
$350K 20,871 +1,065 +5%
SW
70
SteelPeak Wealth
California
$340K 20,316 +178 +0.9%
AC
71
Abbrea Capital
California
$336K 20,075 – –
EFS
72
Essex Financial Services
Connecticut
$332K 19,854 – –
EVM
73
Eaton Vance Management
Massachusetts
$328K 19,605 – –
SC
74
Siena Capital
Ohio
$310K 18,500 +18,500 New
JCM
75
Jacobi Capital Management
Pennsylvania
$307K 18,324 +297 +2%
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3
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