ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

100 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
76
Shamrock Asset Management
Texas
$62K
IIC
77
Integrated Investment Consultants
Michigan
$54K +$54K +3,626 New
WEC
78
Winslow Evans & Crocker
Massachusetts
$52.5K +$16.8K +1,126 +47%
SWM
79
SeaCrest Wealth Management
New York
$49K
WAS
80
WESPAC Advisors SoCal
California
$48K
SEI Investments
81
SEI Investments
Pennsylvania
$42K +$2.61K +174 +7%
VFA
82
Valeo Financial Advisors
Indiana
$41K
RFC
83
Regions Financial Corp
Alabama
$33K
CFA
84
Carroll Financial Associates
North Carolina
$31K
SPIA
85
Steward Partners Investment Advisory
New York
$31K
FFC
86
First Financial Corp
Indiana
$22K
TFS
87
TrustCore Financial Services
Tennessee
$22K
NSIM
88
North Star Investment Management
Illinois
$15K
SIM
89
Sonora Investment Management
Arizona
$13.8K
BFEC
90
Benjamin F. Edwards & Company
Missouri
$12K
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$1.24K +82 +11%
RFM
92
Royal Fund Management
Florida
$11K +$11K +780 New
SNT
93
Security National Trust
West Virginia
$10K
MFW
94
Mosaic Family Wealth
Missouri
$8K
WDL
95
Well Done LLC
Michigan
$8K +$8K +524 New
AF
96
Advisornet Financial
Minnesota
$7K +$7K +500 New
SFG
97
SevenBridge Financial Group
Pennsylvania
$3K
PWAG
98
Polaris Wealth Advisory Group
California
$3K +$3K +168 New
BCWM
99
Bartlett & Co Wealth Management
Ohio
$2.23K +$2.23K +150 New
BC
100
Bartlett & Co
Ohio
$2K