ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

148 hedge funds and large institutions have $200M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
63
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFP
1
Paragon Financial Partners
California
$5.8M
2
CA
2
Cornerstone Advisors
North Carolina
$4.86M
3
KIM
3
Karpus Investment Management
New York
$2.83M
4
HFRG
4
Houlihan Financial Resource Group
Virginia
$2.52M
5
Invesco
5
Invesco
Georgia
$11.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.4M
2
CAN
2
Cetera Advisor Networks
California
$622K
3
Ameriprise
3
Ameriprise
Minnesota
$3.32M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$818K
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EFS
76
Essex Financial Services
Connecticut
$321K 25,116 +469 +2%
AAS
77
Avantax Advisory Services
Texas
$321K 25,114 -3,215 -11%
JWCA
78
J.W. Cole Advisors
Florida
$309K 24,193 -8,461 -26%
P
79
&Partners
Tennessee
$299K 23,419 +23,419 New
GRP
80
Global Retirement Partners
California
$280K 21,878 +1,806 +9%
WB
81
WesBanco Bank
West Virginia
$274K 21,470 +9,770 +84%
CG
82
Colony Group
Massachusetts
$273K 21,367 -11 -0.1%
LWM
83
Laidlaw Wealth Management
New York
$262K 20,484 +5,651 +38%
DADC
84
D.A. Davidson & Co
Montana
$259K 20,264 +571 +3%
JCM
85
Jacobi Capital Management
Pennsylvania
$257K 20,079 +276 +1%
CF
86
Centaurus Financial
California
$253K 19,820 -31,277 -61%
D
87
Diversified
Delaware
$249K 19,478 -105 -0.5%
AC
88
Abbrea Capital
California
$231K 18,075 – –
SWM
89
SeaCrest Wealth Management
New York
$231K 18,050 -200 -1%
HH
90
Hilltop Holdings
Texas
$226K 17,719 +7,614 +75%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$226K 17,680 +6,680 +61%
SWM
92
Silverlake Wealth Management
Vermont
$220K 17,242 – –
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$219K 17,162 – –
Corient Private Wealth
94
Corient Private Wealth
Florida
$217K 16,975 – –
IWC
95
Integrated Wealth Concepts
Massachusetts
$201K 15,726 +3,937 +33%
BWM
96
Birchcreek Wealth Management
Ohio
$196K 15,334 -13,570 -47%
AWM
97
AE Wealth Management
Kansas
$188K 14,735 -160 -1%
SIAS
98
Summit Investment Advisory Services
Minnesota
$186K 14,531 +231 +2%
FPAS
99
Focus Partners Advisor Solutions
Missouri
$185K 14,506 – –
CA
100
Cetera Advisors
Colorado
$183K 14,357 +730 +5%
2 3
4
5 6