ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

149 hedge funds and large institutions have $185M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
49
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$11.4M
2
Invesco
2
Invesco
Georgia
$12.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.43M
4
GC
4
Guggenheim Capital
Illinois
$10.9M
5
EC
5
Elequin Capital
New York
$691K

Top Sellers

1
PFP
1
Paragon Financial Partners
California
$0
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$0
3
WAM
3
Wolverine Asset Management
Illinois
$679K
4
LCM
4
Landscape Capital Management
New Jersey
$990K
5
Morgan Stanley
5
Morgan Stanley
New York
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
51
Focus Financial Network
Minnesota
$499K 41,709 +185 +0.4%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$489K 40,842 – –
HSA
53
HBK Sorce Advisory
Pennsylvania
$488K 40,730 – –
AWA
54
Arkadios Wealth Advisors
Georgia
$486K 40,586 -1,318 -3%
MWM
55
Meridian Wealth Management
Kentucky
$425K 35,539 +8,471 +31%
GWSG
56
GPS Wealth Strategies Group
Colorado
$414K 34,617 – –
DAS
57
Dynamic Advisor Solutions
Arizona
$413K 34,518 +78 +0.2%
KTA
58
Keeley-Teton Advisors
Illinois
$407K 34,015 +731 +2%
IA
59
IFG Advisory
Georgia
$404K 33,785 – –
NA
60
NewEdge Advisors
Louisiana
$392K 32,767 +5,449 +20%
TCM
61
Triumph Capital Management
Colorado
$392K 32,728 +92 +0.3%
SCI
62
Stableford Capital II
Arizona
$389K 35,053 -1,000 -3%
HighTower Advisors
63
HighTower Advisors
Illinois
$387K 32,385 -2,319 -7%
TCBWMS
64
Texas Capital Bank Wealth Management Services
Texas
$385K 32,163 -26,369 -45%
Creative Planning
65
Creative Planning
Kansas
$370K 30,944 -146 -0.5%
AC
66
Avory & Company
Florida
$363K 30,308 – –
WAM
67
Worth Asset Management
Texas
$356K 29,721 – –
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$353K 29,522 -779 -3%
GIA
69
Gladstone Institutional Advisory
Florida
$351K 29,334 +15,854 +118%
SW
70
SteelPeak Wealth
California
$347K 28,987 -2,523 -8%
AWA
71
Arete Wealth Advisors
Illinois
$330K 27,541 -4,044 -13%
PFS
72
Prospera Financial Services
Texas
$312K 26,029 +574 +2%
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
$309K 25,775 +25,775 New
EFS
74
Essex Financial Services
Connecticut
$306K 25,578 +462 +2%
AAS
75
Avantax Advisory Services
Texas
$287K 23,960 -1,154 -5%
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3
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