ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

160 hedge funds and large institutions have $240M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
54
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.51M
2
GC
Guggenheim Capital
Illinois
$15.3M
3
LPL Financial
LPL Financial
California
$9.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.11M
5
Truist Financial
Truist Financial
North Carolina
$1.62M

Top Sellers

1
ACM
Anfield Capital Management
California
$0
2
Invesco
Invesco
Georgia
$11.8M
3
Wells Fargo
Wells Fargo
California
$3.35M
4
AWA
Arkadios Wealth Advisors
Georgia
$2.02M
5
NSLI
Nan Shan Life Insurance
Taiwan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
76
Jacobi Capital Management
Pennsylvania
$291K +$5.06K +324 +2%
KFGK
77
Keystone Financial Group (Kentucky)
Kentucky
$290K +$4.85K +310 +2%
LPT
78
Legacy Private Trust
Wisconsin
$276K – – –
DAS
79
Dynamic Advisor Solutions
Arizona
$276K +$82.7K +5,292 +43%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$272K +$272K +17,443 New
SWM
81
Silverlake Wealth Management
Vermont
$269K – – –
NA
82
NewEdge Advisors
Louisiana
$269K +$29.9K +1,912 +13%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$268K +$268K +17,162 New
BB
84
Busey Bank
Illinois
$267K – – –
FWM
85
Focused Wealth Management
New York
$264K -$968 -62 -0.4%
SWM
86
SeaCrest Wealth Management
New York
$264K – – –
GWSG
87
GPS Wealth Strategies Group
Colorado
$262K +$262K +16,779 New
DADC
88
D.A. Davidson & Co
Montana
$250K -$12.8K -817 -5%
HF
89
HRT Financial
New York
$243K +$243K +15,579 New
LWM
90
Laidlaw Wealth Management
New York
$239K +$32.8K +2,101 +16%
Goldman Sachs
91
Goldman Sachs
New York
$237K +$237K +15,155 New
AAS
92
Ameritas Advisory Services
Nebraska
$222K -$42.7K -2,735 -16%
AP
93
Agilis Partners
Massachusetts
$219K – – –
VWA
94
V Wealth Advisors
Kansas
$218K – – –
CA
95
Cetera Advisors
Colorado
$217K – – –
GIA
96
Gladstone Institutional Advisory
Florida
$216K +$216K +13,828 New
CRWM
97
Castle Rock Wealth Management
California
$204K -$154K -9,996 -43%
FPAS
98
Focus Partners Advisor Solutions
Missouri
$203K -$131K -8,421 -39%
PWP
99
Principle Wealth Partners
Connecticut
$200K – – –
NWMG
100
National Wealth Management Group
Ohio
$192K +$192K +12,274 New
2 3
4
5 6