ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

125 hedge funds and large institutions have $159M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
18
Increased
41
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.74M
2
LPL Financial
LPL Financial
California
+$2.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.57M
4
Invesco
Invesco
Georgia
+$1.02M
5
Ameriprise
Ameriprise
Minnesota
+$935K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.11M
2
AG
Advisor Group
Arizona
-$860K
3
VC
Vicus Capital
Pennsylvania
-$461K
4
Bank of America
Bank of America
North Carolina
-$350K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$248K
Name Holding Trade Value Shares
Change 		Shares
Change %
GSBTD
76
Glenview State Bank Trust Department
Illinois
$221K – – –
DAS
77
Dynamic Advisor Solutions
Arizona
$213K -$30.3K -2,026 -12%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$212K – – –
BRWA
79
B. Riley Wealth Advisors
Florida
$206K -$2.14K -143 -1%
First Manhattan
80
First Manhattan
New York
$205K +$4.53K +303 +2%
CAN
81
Cetera Advisor Networks
California
$198K -$5.31K -356 -3%
SWM
82
SeaCrest Wealth Management
New York
$198K +$33.9K +2,269 +21%
FAAS
83
First Allied Advisory Services
California
$193K +$1.45K +98 +0.8%
SBSB
84
Sullivan, Bruyette, Speros & Blaney
Virginia
$192K – – –
Citigroup
85
Citigroup
New York
$190K +$686 +46 +0.4%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$178K – – –
BW
87
Bison Wealth
Georgia
$178K +$18.5K +1,240 +12%
WS
88
Wedbush Securities
California
$176K – – –
UCFA
89
United Capital Financial Advisors
Texas
$167K -$57.7K -3,863 -26%
ST
90
Spinnaker Trust
Maine
$162K -$37.3K -2,500 -19%
AF
91
Advisornet Financial
Minnesota
$161K – – –
LNWWM
92
Laird Norton Wetherby Wealth Management
California
$150K – – –
RFM
93
Royal Fund Management
Florida
$106K -$15 -1 -0%
AIC
94
Ameritas Investment Company
Nebraska
$79K +$2.41K +160 +3%
GWM
95
Geneos Wealth Management
Colorado
$67K – – –
SPIA
96
Steward Partners Investment Advisory
New York
$65K – – –
US Bancorp
97
US Bancorp
Minnesota
$58K -$1.88K -125 -3%
WEC
98
Winslow Evans & Crocker
Massachusetts
$58K – – –
LFG
99
Larson Financial Group
Missouri
$52K – – –
APA
100
American Portfolios Advisors
New York
$47.8K +$5.07K +339 +12%
2 3
4
5 6