ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

145 hedge funds and large institutions have $180M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
48
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$8.97M
2
BPA
Beacon Pointe Advisors
California
$2.7M
3
PFP
Paragon Financial Partners
California
$7.37M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.04M
5
Morgan Stanley
Morgan Stanley
New York
$16.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$15.4M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
UBS Group
UBS Group
Switzerland
$6.97M
4
SWP
Stratos Wealth Partners
Ohio
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$246K +$93.6K +7,108 +61%
FWM
77
Focused Wealth Management
New York
$231K +$3.78K +287 +2%
SWM
78
Silverlake Wealth Management
Vermont
$227K – – –
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$226K – – –
BB
80
Busey Bank
Illinois
$225K – – –
GIA
81
Gladstone Institutional Advisory
Florida
$222K +$46.2K +3,521 +26%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$213K -$206K -15,658 -49%
PCA
83
Personal Capital Advisors
California
$206K +$39.4K +3,000 +24%
TCWM
84
Total Clarity Wealth Management
Illinois
$196K +$44.7K +3,400 +30%
CA
85
Cetera Advisors
Colorado
$191K – – –
FAN
86
Financial Advisors Network
California
$189K +$189K +14,401 New
LWM
87
Laidlaw Wealth Management
New York
$187K -$1.3K -99 -0.7%
VWA
88
V Wealth Advisors
Kansas
$183K – – –
LPT
89
Legacy Private Trust
Wisconsin
$179K – – –
IA
90
IFP Advisors
Florida
$176K – – –
NWMG
91
National Wealth Management Group
Ohio
$175K – – –
CCG
92
Capital CS Group
California
$173K +$3.32K +253 +2%
SPIA
93
Steward Partners Investment Advisory
New York
$164K +$3.06K +232 +2%
Creative Planning
94
Creative Planning
Kansas
$163K – – –
MWM
95
Meridian Wealth Management
Kentucky
$161K +$15.8K +1,200 +11%
DADC
96
D.A. Davidson & Co
Montana
$159K -$6.47K -491 -4%
MFG
97
Merit Financial Group
Georgia
$159K +$1.23K +94 +0.8%
AAS
98
Ameritas Advisory Services
Nebraska
$155K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$154K +$128K +9,750 +497%
APA
100
American Portfolios Advisors
New York
$152K +$2.51K +191 +2%
2 3
4
5 6