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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

91 hedge funds and large institutions have $113M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

0% less capital invested

Capital invested by funds: $113M → $113M (-$213K)

0.53% less ownership

Funds ownership: 11.66%11.13% (-0.53%)

1% less funds holding

Funds holding: 9291 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
39
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
76
WESPAC Advisors SoCal
California
$49K
VFA
77
Valeo Financial Advisors
Indiana
$42K +$42.1K +2,745 New
SEI Investments
78
SEI Investments
Pennsylvania
$38K +$37.9K +2,467 New
NFG
79
Next Financial Group
Texas
$28K -$114K -7,431 -81%
BWM
80
Baystate Wealth Management
Massachusetts
$28K -$24.9K -1,620 -90%
AWMS
81
Advocacy Wealth Management Services
Georgia
$23K
FFC
82
First Financial Corp
Indiana
$23K
CFA
83
Carroll Financial Associates
North Carolina
$18K
NSIM
84
North Star Investment Management
Illinois
$15K +$215 +14 +1%
SIM
85
Sonora Investment Management
Arizona
$14.2K
GWM
86
Geneos Wealth Management
Colorado
$13K
BFEC
87
Benjamin F. Edwards & Company
Missouri
$12K
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K
SNT
89
Security National Trust
West Virginia
$10K
MFW
90
Mosaic Family Wealth
Missouri
$8K
BC
91
Bartlett & Co
Ohio
$2K
UAS
92
United Asset Strategies
New York
-$1.15M -75,685 Closed
WPC
93
White Pine Capital
Minnesota
-$211K -13,850 Closed
Bank of New York Mellon
94
Bank of New York Mellon
New York
-$199K -13,075 Closed
BHB
95
Bank Hapoalim BM
Israel
-$174K -11,410 Closed
VWA
96
V Wealth Advisors
Kansas
-$86K -5,615 Closed
TWA
97
TCI Wealth Advisors
Arizona
-$46K -3,040 Closed
HDIM
98
Hanson & Doremus Investment Management
Vermont
-$4K -293 Closed
SFG
99
SevenBridge Financial Group
Pennsylvania
-$3K -194 Closed