ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

92 hedge funds and large institutions have $113M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
34
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
$4.09M
2
FTI
Fiduciary Trust International
Massachusetts
$6.53M
3
JWM
Jacobus Wealth Management
Wisconsin
$3.49M
4
Bank of America
Bank of America
North Carolina
$18.9M
5
Millennium Management
Millennium Management
New York
$381K

Top Sellers

1
LPL Financial
LPL Financial
California
$519K
2
GC
Guggenheim Capital
Illinois
$4.75M
3
UAS
United Asset Strategies
New York
$1.15M
4
Invesco
Invesco
Georgia
$6.52M
5
Cohen & Steers
Cohen & Steers
New York
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Shamrock Asset Management
Texas
$61K – – –
WAS
77
WESPAC Advisors SoCal
California
$49K – – –
TWA
78
TCI Wealth Advisors
Arizona
$46K +$46K +3,040 New
BWM
79
Baystate Wealth Management
Massachusetts
$28K – – –
AWMS
80
Advocacy Wealth Management Services
Georgia
$23K -$5.2K -339 -18%
FFC
81
First Financial Corp
Indiana
$23K – – –
CFA
82
Carroll Financial Associates
North Carolina
$17K – – –
NSIM
83
North Star Investment Management
Illinois
$15K +$319 +21 +2%
SIM
84
Sonora Investment Management
Arizona
$14.2K – – –
GWM
85
Geneos Wealth Management
Colorado
$13K – – –
BFEC
86
Benjamin F. Edwards & Company
Missouri
$12K – – –
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K – – –
SNT
88
Security National Trust
West Virginia
$10K – – –
MFW
89
Mosaic Family Wealth
Missouri
$8K – – –
HDIM
90
Hanson & Doremus Investment Management
Vermont
$4K +$4K +293 New
SFG
91
SevenBridge Financial Group
Pennsylvania
$3K – – –
BC
92
Bartlett & Co
Ohio
$2K – – –
M&T Bank
93
M&T Bank
New York
– -$365K -24,038 Closed
CWM
94
Concert Wealth Management
California
– -$300K -20,197 Closed
IAA
95
Independent Advisor Alliance
North Carolina
– -$261K -17,237 Closed
FPF
96
FNY Partners Fund
New York
– -$66K -4,400 Closed
MA
97
MUFG Americas
New York
– -$52K -3,450 Closed
DADC
98
D.A. Davidson & Co
Montana
– -$30K -2,000 Closed
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