ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

153 hedge funds and large institutions have $248M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+17
Holders Change %
+12.5%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
52
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFP
1
Paragon Financial Partners
California
$7.55M
2
GC
2
Guggenheim Capital
Illinois
$14.1M
3
AWM
3
Axxcess Wealth Management
California
$1.91M
4
CAN
4
Cetera Advisor Networks
California
$2.29M
5
Invesco
5
Invesco
Georgia
$15.7M

Top Sellers

1
UAS
1
United Asset Strategies
New York
$190K
2
DADC
2
D.A. Davidson & Co
Montana
$281K
3
AWA
3
Arkadios Wealth Advisors
Georgia
$3.5M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$4.67M
5
CCG
5
Capital CS Group
California
$171K
Name Market Value Shares Shares
Change 		Shares
Change %
KFGK
76
Keystone Financial Group (Kentucky)
Kentucky
$305K 18,243 +283 +2%
LPT
77
Legacy Private Trust
Wisconsin
$295K 17,650 – –
SWM
78
Silverlake Wealth Management
Vermont
$289K 17,242 +17,242 New
BB
79
Busey Bank
Illinois
$286K 17,104 – –
FWM
80
Focused Wealth Management
New York
$284K 16,966 +202 +1%
AAS
81
Ameritas Advisory Services
Nebraska
$284K 16,946 +16,946 New
SWM
82
SeaCrest Wealth Management
New York
$283K 16,882 +2,000 +13%
DADC
83
D.A. Davidson & Co
Montana
$281K 16,802 -48,532 -74%
First Manhattan
84
First Manhattan
New York
$274K 16,396 +329 +2%
NA
85
NewEdge Advisors
Louisiana
$256K 15,295 +15,295 New
Citadel Advisors
86
Citadel Advisors
Florida
$247K 14,752 +14,752 New
AP
87
Agilis Partners
Massachusetts
$235K 14,030 – –
JWCA
88
J.W. Cole Advisors
Florida
$233K 13,930 -460 -3%
VWA
89
V Wealth Advisors
Kansas
$233K 13,915 +400 +3%
CA
90
Cetera Advisors
Colorado
$232K 13,874 +65 +0.5%
AIP
91
Ahrens Investment Partners
Louisiana
$222K 13,238 -3,962 -23%
LWM
92
Laidlaw Wealth Management
New York
$221K 13,225 +1,365 +12%
PWP
93
Principle Wealth Partners
Connecticut
$214K 12,800 – –
DAS
94
Dynamic Advisor Solutions
Arizona
$207K 12,375 +506 +4%
TCWM
95
Total Clarity Wealth Management
Illinois
$205K 12,260 -4,947 -29%
UAS
96
United Asset Strategies
New York
$190K 11,354 -59,418 -84%
PA
97
Pinnacle Associates
New York
$188K 11,219 – –
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$186K 11,118 -13,000 -54%
MWM
99
Meridian Wealth Management
Kentucky
$184K 10,977 -1,243 -10%
KWM
100
Kingsview Wealth Management
Oregon
$184K 10,996 – –
2 3
4
5 6