ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

133 hedge funds and large institutions have $150M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
42
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
+$7.31M
2
SB
Strategic Blueprint
Georgia
+$3.45M
3
SIA
Sit Investment Associates
Minnesota
+$2.38M
4
UBS Group
UBS Group
Switzerland
+$2.27M
5
LPL Financial
LPL Financial
California
+$2.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$3.37M
2
OWA
Outlook Wealth Advisors
Texas
-$1.68M
3
CRC
Curi RMB Capital
Illinois
-$309K
4
SCI
Stableford Capital II
Arizona
-$275K
5
JWCA
J.W. Cole Advisors
Florida
-$272K
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
76
M&T Bank
New York
$188K -$137K -11,400 -42%
ACM
77
Allred Capital Management
Texas
$186K – – –
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$186K +$186K +15,401 New
DAS
79
Dynamic Advisor Solutions
Arizona
$184K +$12K +990 +7%
AIP
80
Ahrens Investment Partners
Louisiana
$182K -$42.2K -3,500 -19%
CAN
81
Cetera Advisor Networks
California
$182K +$21.6K +1,789 +13%
GSBTD
82
Glenview State Bank Trust Department
Illinois
$178K – – –
First Manhattan
83
First Manhattan
New York
$169K +$3.79K +315 +2%
AP
84
Agilis Partners
Massachusetts
$169K +$169K +14,030 New
SWM
85
SeaCrest Wealth Management
New York
$160K – – –
FAAS
86
First Allied Advisory Services
California
$158K +$1.32K +110 +0.8%
SBSB
87
Sullivan, Bruyette, Speros & Blaney
Virginia
$155K – – –
BRWA
88
B. Riley Wealth Advisors
Florida
$154K -$12.3K -1,016 -7%
BW
89
Bison Wealth
Georgia
$144K – – –
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$139K -$4.65K -385 -3%
PA
91
Pinnacle Associates
New York
$135K +$135K +11,219 New
Jane Street
92
Jane Street
New York
$132K +$132K +10,905 New
Citadel Advisors
93
Citadel Advisors
Florida
$132K +$132K +10,942 New
EPA
94
Element Pointe Advisors
Florida
$130K -$134K -11,129 -51%
AF
95
Advisornet Financial
Minnesota
$130K – – –
UCFA
96
United Capital Financial Advisors
Texas
$127K -$8.03K -665 -6%
LNWWM
97
Laird Norton Wetherby Wealth Management
California
$121K – – –
SPIA
98
Steward Partners Investment Advisory
New York
$104K +$51.7K +4,300 +99%
RFM
99
Royal Fund Management
Florida
$85K +$12 +1 +0%
AIC
100
Ameritas Investment Company
Nebraska
$63K – – –
2 3
4
5 6