ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

97 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
40
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.25M
2
AI
Atria Investments
North Carolina
+$1.1M
3
Ameriprise
Ameriprise
Minnesota
+$837K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$699K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$513K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$5.71M
2
Cohen & Steers
Cohen & Steers
New York
-$3.11M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$601K
4
JG
Jefferies Group
New York
-$400K
5
GC
Guggenheim Capital
Illinois
-$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Shamrock Asset Management
Texas
$62K – – –
WEC
77
Winslow Evans & Crocker
Massachusetts
$60K +$4.71K +300 +9%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$57K -$46.2K -3,002 -45%
QCIG
79
Quad-Cities Investment Group
Iowa
$57K +$57K +3,717 New
SWM
80
SeaCrest Wealth Management
New York
$51K – – –
VFA
81
Valeo Financial Advisors
Indiana
$44K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$43K +$10.8K +700 +33%
CFA
83
Carroll Financial Associates
North Carolina
$33K – – –
FFC
84
First Financial Corp
Indiana
$23K – – –
TFS
85
TrustCore Financial Services
Tennessee
$23K – – –
NSIM
86
North Star Investment Management
Illinois
$15K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +975 New
SIM
88
Sonora Investment Management
Arizona
$14K – – –
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K – – –
BFEC
90
Benjamin F. Edwards & Company
Missouri
$12K – – –
SNT
91
Security National Trust
West Virginia
$10K – – –
AF
92
Advisornet Financial
Minnesota
$8K – – –
MFW
93
Mosaic Family Wealth
Missouri
$8K – – –
SFG
94
SevenBridge Financial Group
Pennsylvania
$6K +$3K +194 +100%
PWAG
95
Polaris Wealth Advisory Group
California
$3K – – –
BCWM
96
Bartlett & Co Wealth Management
Ohio
$2.32K – – –
BC
97
Bartlett & Co
Ohio
$2K – – –
MIAN
98
Mariner Independent Advisor Network
Kansas
– -$5.71M -383,755 Closed
JPMPWA
99
J.P. Morgan Private Wealth Advisors
California
– -$601K -40,342 Closed
JG
100
Jefferies Group
New York
– -$400K -26,852 Closed
1 2 3
4
5