ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

99 hedge funds and large institutions have $112M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
32
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
Curi RMB Capital
Illinois
$2.86M
2
Bank of America
Bank of America
North Carolina
$20.1M
3
UAS
United Asset Strategies
New York
$1.14M
4
Ameriprise
Ameriprise
Minnesota
$4.44M
5
AG
Advisor Group
Arizona
$1.01M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$6.19M
2
MIAN
Mariner Independent Advisor Network
Kansas
$2.25M
3
GC
Guggenheim Capital
Illinois
$3.22M
4
Millennium Management
Millennium Management
New York
$0
5
UBS Group
UBS Group
Switzerland
$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$67K +$53.2K +3,500 +385%
SAM
77
Shamrock Asset Management
Texas
$61K – – –
WAS
78
WESPAC Advisors SoCal
California
$50K – – –
SWM
79
SeaCrest Wealth Management
New York
$50K +$50K +3,270 New
VFA
80
Valeo Financial Advisors
Indiana
$42K – – –
SEI Investments
81
SEI Investments
Pennsylvania
$40K +$2.48K +163 +7%
WEC
82
Winslow Evans & Crocker
Massachusetts
$36.9K -$217K -14,150 -85%
RFC
83
Regions Financial Corp
Alabama
$34K +$34K +2,200 New
CFA
84
Carroll Financial Associates
North Carolina
$32K +$14.4K +965 +82%
SPIA
85
Steward Partners Investment Advisory
New York
$32K +$32K +2,100 New
BWM
86
Baystate Wealth Management
Massachusetts
$28K +$25.2K +1,620 +900%
AWMS
87
Advocacy Wealth Management Services
Georgia
$23K – – –
FFC
88
First Financial Corp
Indiana
$23K – – –
TFS
89
TrustCore Financial Services
Tennessee
$23K +$23K +1,500 New
NSIM
90
North Star Investment Management
Illinois
$15K – – –
SIM
91
Sonora Investment Management
Arizona
$14.3K – – –
BFEC
92
Benjamin F. Edwards & Company
Missouri
$12K – – –
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K – – –
SNT
94
Security National Trust
West Virginia
$10K – – –
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$9K +$9K +592 New
MFW
96
Mosaic Family Wealth
Missouri
$8K – – –
SFG
97
SevenBridge Financial Group
Pennsylvania
$3K +$3K +194 New
BC
98
Bartlett & Co
Ohio
$2K – – –
PCG
99
Private Capital Group
Connecticut
$31 +$31 +166 New
Millennium Management
100
Millennium Management
New York
– -$860K -56,127 Closed
1 2 3
4
5