ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

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.

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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.66M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.77M
3
Millennium Management
3
Millennium Management
New York
$860K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$2.17M
5
Creative Planning
5
Creative Planning
Kansas
$1.03M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$8.31M
2
FTI
2
Fiduciary Trust International
Massachusetts
$5.5M
3
UAS
3
United Asset Strategies
New York
$0
4
Invesco
4
Invesco
Georgia
$5.84M
5
JWM
5
Jacobus Wealth Management
Wisconsin
$3.03M
Name Market Value Shares Shares
Change 		Shares
Change %
WAS
76
WESPAC Advisors SoCal
California
$49K 3,253 – –
VFA
77
Valeo Financial Advisors
Indiana
$42K 2,745 +2,745 New
SEI Investments
78
SEI Investments
Pennsylvania
$38K 2,467 +2,467 New
NFG
79
Next Financial Group
Texas
$28K 1,800 -7,431 -81%
BWM
80
Baystate Wealth Management
Massachusetts
$28K 180 -1,620 -90%
FFC
81
First Financial Corp
Indiana
$23K 1,500 – –
AWMS
82
Advocacy Wealth Management Services
Georgia
$23K 1,500 – –
CFA
83
Carroll Financial Associates
North Carolina
$18K 1,175 – –
NSIM
84
North Star Investment Management
Illinois
$15K 1,001 +14 +1%
SIM
85
Sonora Investment Management
Arizona
$14.2K 929 – –
GWM
86
Geneos Wealth Management
Colorado
$13K 910 – –
BFEC
87
Benjamin F. Edwards & Company
Missouri
$12K 800 – –
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K 715 – –
SNT
89
Security National Trust
West Virginia
$10K 675 – –
MFW
90
Mosaic Family Wealth
Missouri
$8K 512 – –
BC
91
Bartlett & Co
Ohio
$2K 150 – –
UAS
92
United Asset Strategies
New York
– – -75,685 Closed
WPC
93
White Pine Capital
Minnesota
– – -13,850 Closed
Bank of New York Mellon
94
Bank of New York Mellon
New York
– – -13,075 Closed
BHB
95
Bank Hapoalim BM
Israel
– – -11,410 Closed
VWA
96
V Wealth Advisors
Kansas
– – -5,615 Closed
TWA
97
TCI Wealth Advisors
Arizona
– – -3,040 Closed
HDIM
98
Hanson & Doremus Investment Management
Vermont
– – -293 Closed
SFG
99
SevenBridge Financial Group
Pennsylvania
– – -194 Closed
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