ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

145 hedge funds and large institutions have $180M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
48
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$8.97M
2
BPA
Beacon Pointe Advisors
California
$2.7M
3
PFP
Paragon Financial Partners
California
$7.37M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.04M
5
Morgan Stanley
Morgan Stanley
New York
$16.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$15.4M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
UBS Group
UBS Group
Switzerland
$6.97M
4
SWP
Stratos Wealth Partners
Ohio
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
51
Stableford Capital II
Arizona
$473K -$10.2K -754 -2%
AWA
52
Arete Wealth Advisors
Illinois
$467K +$66.8K +5,086 +17%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$458K -$58.3K -4,436 -11%
HH
54
Hilltop Holdings
Texas
$410K -$486K -36,995 -54%
KTA
55
Keeley-Teton Advisors
Illinois
$410K +$9.49K +721 +2%
KTC
56
Kistler-Tiffany Companies
Pennsylvania
$406K +$158 +12 +0%
AC
57
Avory & Company
Florida
$399K – – –
LWAC
58
Laurel Wealth Advisors (California)
California
$386K +$4.66K +355 +1%
BRWA
59
B. Riley Wealth Advisors
Florida
$369K +$98.2K +7,464 +36%
AWS
60
Atria Wealth Solutions
New York
$367K +$40K +3,040 +12%
IGWM
61
ICA Group Wealth Management
Colorado
$364K +$168K +12,794 +86%
HighTower Advisors
62
HighTower Advisors
Illinois
$360K -$33.9K -2,577 -9%
BWM
63
Birchcreek Wealth Management
Ohio
$338K +$1.32K +100 +0.4%
DAS
64
Dynamic Advisor Solutions
Arizona
$332K +$48.5K +3,686 +17%
EFS
65
Essex Financial Services
Connecticut
$318K +$1.36K +103 +0.4%
SW
66
SteelPeak Wealth
California
$314K +$24.8K +1,884 +9%
CG
67
Colony Group
Massachusetts
$283K +$3.66K +278 +1%
D
68
Diversified
Delaware
$282K +$1.22K +93 +0.4%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$269K – – –
NA
70
NewEdge Advisors
Louisiana
$259K +$4.33K +329 +2%
SWM
71
SeaCrest Wealth Management
New York
$255K – – –
JCM
72
Jacobi Capital Management
Pennsylvania
$254K +$3.76K +285 +2%
AC
73
Abbrea Capital
California
$251K -$13.2K -1,000 -5%
FPAS
74
Focus Partners Advisor Solutions
Missouri
$248K – – –
EVM
75
Eaton Vance Management
Massachusetts
$246K -$11.6K -880 -4%
1 2
3
4 5