ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

88 hedge funds and large institutions have $114M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
27
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$1.37M
2
Bank of America
Bank of America
North Carolina
+$1.29M
3
UBS Group
UBS Group
Switzerland
+$705K
4
LWAC
Laurel Wealth Advisors (California)
California
+$350K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$346K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$4.06M
2
GC
Guggenheim Capital
Illinois
-$1.47M
3
Invesco
Invesco
Georgia
-$1.34M
4
Cohen & Steers
Cohen & Steers
New York
-$1.23M
5
EFS
Essex Financial Services
Connecticut
-$535K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
76
Next Financial Group
Texas
$28K -$284K -18,225 -91%
BWM
77
Baystate Wealth Management
Massachusetts
$28K +$28K +1,800 New
FFC
78
First Financial Corp
Indiana
$23K – – –
CFA
79
Carroll Financial Associates
North Carolina
$17K -$103K -7,150 -86%
NSIM
80
North Star Investment Management
Illinois
$15K +$326 +21 +2%
SIM
81
Sonora Investment Management
Arizona
$14.1K – – –
GWM
82
Geneos Wealth Management
Colorado
$13K -$9.29K -650 -42%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$12K – – –
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K -$84.2K -5,473 -88%
SNT
85
Security National Trust
West Virginia
$10K – – –
MFW
86
Mosaic Family Wealth
Missouri
$8K – – –
SFG
87
SevenBridge Financial Group
Pennsylvania
$3K – – –
BC
88
Bartlett & Co
Ohio
$2K – – –
MIAN
89
Mariner Independent Advisor Network
Kansas
– -$4.06M -273,230 Closed
VKH
90
Virtu KCG Holdings
New York
– -$269K -18,134 Closed
WPC
91
White Pine Capital
Minnesota
– -$206K -13,850 Closed
FCB
92
First Command Bank
Texas
– -$93K -6,257 Closed
FCFS
93
First Command Financial Services
Texas
– -$93K -6,257 Closed
JIC
94
Joel Isaacson & Co
New York
– -$19K -1,250 Closed
AA
95
Apriem Advisors
California
– -$16K -1,059 Closed
RFM
96
Royal Fund Management
Florida
– -$14K -1,000 Closed
IIC
97
Integrated Investment Consultants
Michigan
– -$12K -834 Closed
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