ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

153 hedge funds and large institutions have $239M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-6
Holders Change %
-3.77%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
58
Reduced
41
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WE
51
Wealth Effects
Massachusetts
$556K -$12.7K -986 -2%
OWA
52
Outlook Wealth Advisors
Texas
$551K +$4.49K +347 +0.8%
CA
53
Cetera Advisors
Colorado
$536K +$366K +28,291 +214%
HSA
54
HBK Sorce Advisory
Pennsylvania
$521K -$5.17K -400 -1%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$515K -$52.9K -4,095 -9%
AWA
56
Arkadios Wealth Advisors
Georgia
$508K -$2.28K -176 -0.4%
AWS
57
Atria Wealth Solutions
New York
$469K +$134K +10,383 +40%
TCM
58
Triumph Capital Management
Colorado
$469K +$12.3K +952 +3%
SCI
59
Stableford Capital II
Arizona
$453K
IAIM
60
International Assets Investment Management
Florida
$450K +$29.7K +2,300 +7%
DAS
61
Dynamic Advisor Solutions
Arizona
$441K +$25K +1,930 +6%
GWSG
62
GPS Wealth Strategies Group
Colorado
$438K +$4.85K +375 +1%
IA
63
IFG Advisory
Georgia
$437K
KTA
64
Keeley-Teton Advisors
Illinois
$424K
AC
65
Avory & Company
Florida
$392K
PFS
66
Prospera Financial Services
Texas
$366K +$21K +1,623 +6%
NA
67
NewEdge Advisors
Louisiana
$361K +$22K +1,700 +6%
GIA
68
Gladstone Institutional Advisory
Florida
$358K -$15.2K -1,172 -4%
TCBWMS
69
Texas Capital Bank Wealth Management Services
Texas
$356K
EFS
70
Essex Financial Services
Connecticut
$344K +$6.39K +494 +2%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$320K +$66.3K +5,128 +26%
NS
72
NBC Securities
Alabama
$317K +$310 +24 +0.1%
AIFAIM
73
American Institute for Advanced Investment Management
Arizona
$315K -$38.2K -2,955 -11%
FLPIM
74
F.L. Putnam Investment Management
Massachusetts
$305K -$28.4K -2,200 -9%
P
75
&Partners
Tennessee
$287K