ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

152 hedge funds and large institutions have $612M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+7
Holders Change %
+4.83%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
49
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$25.1M
2
JWWM
Johnson & White Wealth Management
Pennsylvania
$5.5M
3
Mariner
Mariner
Kansas
$3.89M
4
AWA
Arete Wealth Advisors
Illinois
$440M
5
WAM
Wolverine Asset Management
Illinois
$1.55M

Top Sellers

1
PFP
Paragon Financial Partners
California
$0
2
Bank of America
Bank of America
North Carolina
$8.71M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.16M
4
Ameriprise
Ameriprise
Minnesota
$4.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$560K
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
76
Global Retirement Partners
California
$244K +$244K +19,867 New
JCM
77
Jacobi Capital Management
Pennsylvania
$240K +$3.23K +263 +1%
Citadel Advisors
78
Citadel Advisors
Florida
$239K +$239K +19,448 New
FPAS
79
Focus Partners Advisor Solutions
Missouri
$231K – – –
AC
80
Abbrea Capital
California
$228K -$6.14K -500 -3%
Cerity Partners
81
Cerity Partners
New York
$217K +$217K +17,670 New
SWM
82
SeaCrest Wealth Management
New York
$214K -$24.6K -2,000 -10%
SWM
83
Silverlake Wealth Management
Vermont
$212K – – –
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$211K – – –
BB
85
Busey Bank
Illinois
$210K – – –
GIA
86
Gladstone Institutional Advisory
Florida
$205K -$2.81K -229 -1%
FWM
87
Focused Wealth Management
New York
$204K -$10.9K -891 -5%
AWM
88
AE Wealth Management
Kansas
$187K -$42.9K -3,495 -19%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$186K +$186K +15,181 New
MWM
90
Meridian Wealth Management
Kentucky
$185K +$34.3K +2,792 +23%
LWM
91
Laidlaw Wealth Management
New York
$182K +$7.39K +602 +4%
FAN
92
Financial Advisors Network
California
$177K – – –
IA
93
IFP Advisors
Florida
$176K – – –
BCM
94
Bluefin Capital Management
New York
$176K +$176K +14,325 New
SIAS
95
Summit Investment Advisory Services
Minnesota
$175K +$175K +14,266 New
VWA
96
V Wealth Advisors
Kansas
$171K – – –
SWP
97
Semus Wealth Partners
Florida
$167K +$167K +13,580 New
CCG
98
Capital CS Group
California
$165K +$3.13K +255 +2%
NWMG
99
National Wealth Management Group
Ohio
$164K – – –
LPT
100
Legacy Private Trust
Wisconsin
$163K -$4.61K -375 -3%
2 3
4
5 6