ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

156 hedge funds and large institutions have $259M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
46
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$17.9M
2
IPA
2
Investment Planning Advisors
Georgia
$2.09M
3
GC
3
Guggenheim Capital
Illinois
$14.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$24.1M
5
LPL Financial
5
LPL Financial
California
$22.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.06M
2
LCM
2
Landscape Capital Management
New Jersey
$2.61M
3
WAM
3
Wolverine Asset Management
Illinois
$291K
4
WS
4
Wedbush Securities
California
$1.46M
5
RJA
5
Raymond James & Associates
Florida
$4.58M
Name Market Value Shares Shares
Change 		Shares
Change %
SW
51
SteelPeak Wealth
California
$587K 42,972 -163 -0.4%
WE
52
Wealth Effects
Massachusetts
$587K 42,941 -85 -0.2%
MWM
53
Meridian Wealth Management
Kentucky
$566K 41,369 +41,369 New
NA
54
NewEdge Advisors
Louisiana
$564K 41,263 +13,349 +48%
HSA
55
HBK Sorce Advisory
Pennsylvania
$551K 40,330 – –
PIWA
56
Prevail Innovative Wealth Advisors
Kansas
$517K 37,799 +37,799 New
TCM
57
Triumph Capital Management
Colorado
$493K 36,090 -202 -0.6%
SCI
58
Stableford Capital II
Arizona
$481K 35,153 +100 +0.3%
DAS
59
Dynamic Advisor Solutions
Arizona
$473K 34,565 +434 +1%
GWSG
60
GPS Wealth Strategies Group
Colorado
$463K 33,845 – –
IA
61
IFG Advisory
Georgia
$462K 33,785 – –
KTA
62
Keeley-Teton Advisors
Illinois
$449K 32,815 – –
AC
63
Avory & Company
Florida
$414K 30,308 – –
PFS
64
Prospera Financial Services
Texas
$414K 30,276 +2,001 +7%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$414K 30,276 -9,556 -24%
AWA
66
Arkadios Wealth Advisors
Georgia
$389K 28,458 -10,814 -28%
TCBWMS
67
Texas Capital Bank Wealth Management Services
Texas
$376K 27,530 – –
GIA
68
Gladstone Institutional Advisory
Florida
$375K 27,458 -245 -0.9%
EFS
69
Essex Financial Services
Connecticut
$352K 27,244 +670 +3%
Two Sigma Investments
70
Two Sigma Investments
New York
$337K 24,623 +24,623 New
NS
71
NBC Securities
Alabama
$335K 24,575 +26 +0.1%
AIFAIM
72
American Institute for Advanced Investment Management
Arizona
$325K 23,769 -626 -3%
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
$322K 23,575 – –
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$313K 22,912 -1,841 -7%
DADC
75
D.A. Davidson & Co
Montana
$302K 22,060 +57 +0.3%
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