ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

148 hedge funds and large institutions have $200M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
63
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFP
Paragon Financial Partners
California
$5.8M
2
CA
Cornerstone Advisors
North Carolina
$4.86M
3
KIM
Karpus Investment Management
New York
$2.83M
4
HFRG
Houlihan Financial Resource Group
Virginia
$2.52M
5
Invesco
Invesco
Georgia
$11.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$22.4M
2
CAN
Cetera Advisor Networks
California
$622K
3
Ameriprise
Ameriprise
Minnesota
$3.32M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$818K
5
BCM
Bluefin Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
51
Outlook Wealth Advisors
Texas
$574K – – –
PAG
52
Private Advisor Group
New Jersey
$573K +$4.04K +316 +0.7%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$567K +$225K +17,580 +66%
AWA
54
Arkadios Wealth Advisors
Georgia
$536K -$218K -17,022 -29%
FFN
55
Focus Financial Network
Minnesota
$531K +$2.49K +195 +0.5%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$522K -$13.6K -1,066 -3%
HSA
57
HBK Sorce Advisory
Pennsylvania
$521K +$3.07K +240 +0.6%
SCI
58
Stableford Capital II
Arizona
$472K +$472K +36,053 New
HighTower Advisors
59
HighTower Advisors
Illinois
$444K +$36.6K +2,861 +9%
GWSG
60
GPS Wealth Strategies Group
Colorado
$442K -$93.1K -7,284 -17%
DAS
61
Dynamic Advisor Solutions
Arizona
$440K +$88.6K +6,933 +25%
IA
62
IFG Advisory
Georgia
$432K +$432K +33,785 New
KTA
63
Keeley-Teton Advisors
Illinois
$425K +$9.2K +720 +2%
TCM
64
Triumph Capital Management
Colorado
$417K +$417K +32,636 New
AWA
65
Arete Wealth Advisors
Illinois
$404K -$665 -52 -0.2%
SW
66
SteelPeak Wealth
California
$403K +$15.1K +1,182 +4%
Creative Planning
67
Creative Planning
Kansas
$397K +$249K +19,445 +167%
KTC
68
Kistler-Tiffany Companies
Pennsylvania
$395K +$153 +12 +0%
AC
69
Avory & Company
Florida
$387K – – –
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$387K -$153K -11,946 -28%
WAM
71
Worth Asset Management
Texas
$380K +$348K +27,221 +1,089%
NA
72
NewEdge Advisors
Louisiana
$349K +$17.3K +1,351 +5%
MWM
73
Meridian Wealth Management
Kentucky
$346K +$48.6K +3,805 +16%
PFS
74
Prospera Financial Services
Texas
$325K +$7.36K +576 +2%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$323K +$63.3K +4,956 +24%
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