ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

165 hedge funds and large institutions have $260M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
58
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.8M
2
SWP
2
Stratos Wealth Partners
Ohio
$1.71M
3
Invesco
3
Invesco
Georgia
$19.4M
4
PAG
4
Private Advisor Group
New Jersey
$2.05M
5
ACM
5
Arlington Capital Management
Illinois
$883K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$16.7M
2
LCM
2
Landscape Capital Management
New Jersey
$216K
3
SFS
3
Shaker Financial Services
Virginia
$4.16M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$403K
5
KAS
5
Kestra Advisory Services
Texas
$408K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$629K 45,593 +137 +0.3%
SW
52
SteelPeak Wealth
California
$596K 43,167 +195 +0.5%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$594K 43,035 -277 -0.6%
WE
54
Wealth Effects
Massachusetts
$568K 41,180 -1,761 -4%
NA
55
NewEdge Advisors
Louisiana
$547K 39,663 -1,600 -4%
SCI
56
Stableford Capital II
Arizona
$506K 36,303 +1,150 +3%
HSA
57
HBK Sorce Advisory
Pennsylvania
$480K 34,812 -5,518 -14%
GWSG
58
GPS Wealth Strategies Group
Colorado
$467K 33,845 – –
IA
59
IFG Advisory
Georgia
$466K 33,785 – –
EAM
60
Everstar Asset Management
North Carolina
$465K 33,660 +33,660 New
KTA
61
Keeley-Teton Advisors
Illinois
$453K 32,815 – –
DAS
62
Dynamic Advisor Solutions
Arizona
$450K 32,627 -1,938 -6%
GIA
63
Gladstone Institutional Advisory
Florida
$436K 31,585 +4,127 +15%
PFS
64
Prospera Financial Services
Texas
$427K 30,918 +642 +2%
AC
65
Avory & Company
Florida
$418K 30,308 – –
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$414K 30,314 +38 +0.1%
KAS
67
Kestra Advisory Services
Texas
$408K 29,591 -37,160 -56%
BRWA
68
B. Riley Wealth Advisors
Florida
$403K 29,226 -42,709 -59%
WAM
69
Wolverine Asset Management
Illinois
$398K 28,827 +7,511 +35%
AWA
70
Arkadios Wealth Advisors
Georgia
$393K 28,458 – –
NS
71
NBC Securities
Alabama
$390K 28,281 +3,706 +15%
EFS
72
Essex Financial Services
Connecticut
$389K 27,760 +516 +2%
MPWS
73
McCarter Private Wealth Services
Massachusetts
$383K 27,736 +27,736 New
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$364K 26,381 +3,469 +15%
AIFAIM
75
American Institute for Advanced Investment Management
Arizona
$327K 23,692 -77 -0.3%
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