ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

149 hedge funds and large institutions have $185M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
49
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$11.4M
2
Invesco
2
Invesco
Georgia
$12.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.43M
4
GC
4
Guggenheim Capital
Illinois
$10.9M
5
EC
5
Elequin Capital
New York
$691K

Top Sellers

1
PFP
1
Paragon Financial Partners
California
$0
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$0
3
WAM
3
Wolverine Asset Management
Illinois
$679K
4
LCM
4
Landscape Capital Management
New Jersey
$990K
5
Morgan Stanley
5
Morgan Stanley
New York
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$280K 23,407 -1,866 -7%
NS
77
NBC Securities
Alabama
$268K 22,400 +22,400 New
P
78
&Partners
Tennessee
$266K 22,219 -1,200 -5%
JWCA
79
J.W. Cole Advisors
Florida
$266K 22,185 -2,008 -8%
WB
80
WesBanco Bank
West Virginia
$257K 21,470 – –
IWC
81
Integrated Wealth Concepts
Massachusetts
$256K 21,361 +5,635 +36%
CG
82
Colony Group
Massachusetts
$248K 20,757 -610 -3%
JCM
83
Jacobi Capital Management
Pennsylvania
$244K 20,355 +276 +1%
DADC
84
D.A. Davidson & Co
Montana
$243K 20,340 +76 +0.4%
CF
85
Centaurus Financial
California
$231K 19,303 -517 -3%
D
86
Diversified
Delaware
$216K 18,028 -1,450 -7%
SWM
87
SeaCrest Wealth Management
New York
$215K 17,980 -70 -0.4%
SWM
88
Silverlake Wealth Management
Vermont
$206K 17,242 – –
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$206K 17,180 -500 -3%
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$205K 17,162 – –
Corient Private Wealth
91
Corient Private Wealth
Florida
$205K 17,100 +125 +0.7%
AC
92
Abbrea Capital
California
$202K 16,875 -1,200 -7%
AWS
93
Atria Wealth Solutions
New York
$201K 16,769 -59,660 -78%
HH
94
Hilltop Holdings
Texas
$192K 16,004 -1,715 -10%
CA
95
Cetera Advisors
Colorado
$183K 15,287 +930 +6%
SIAS
96
Summit Investment Advisory Services
Minnesota
$178K 14,859 +328 +2%
FPAS
97
Focus Partners Advisor Solutions
Missouri
$174K 14,506 – –
FAN
98
Financial Advisors Network
California
$172K 14,401 +14,401 New
CWM
99
Cornerstone Wealth Management
Missouri
$170K 14,187 +119 +0.8%
FWM
100
Focused Wealth Management
New York
$161K 13,481 +139 +1%
2 3
4
5 6