ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

159 hedge funds and large institutions have $243M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
48
Reduced
52
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.1M
2
CA
2
Cornerstone Advisors
North Carolina
$20.1M
3
LPL Financial
3
LPL Financial
California
$18.7M
4
PS
4
Principal Securities
Iowa
$5.46M
5
BWG
5
Balanced Wealth Group
Ohio
$5.23M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.19M
2
SIA
2
Sit Investment Associates
Minnesota
$2.72M
3
IGWM
3
ICA Group Wealth Management
Colorado
$330K
4
EC
4
Elequin Capital
New York
$298K
5
WAM
5
Wolverine Asset Management
Illinois
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
NS
76
NBC Securities
Alabama
$302K 24,525 +2,125 +9%
EC
77
Elequin Capital
New York
$298K 24,191 -33,510 -58%
DADC
78
D.A. Davidson & Co
Montana
$276K 22,424 +2,084 +10%
P
79
&Partners
Tennessee
$274K 22,219 – –
JWCA
80
J.W. Cole Advisors
Florida
$265K 21,520 -665 -3%
TCWA
81
Turtle Creek Wealth Advisors
Texas
$259K 21,021 +21,021 New
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$242K 19,625 +19,625 New
Cerity Partners
83
Cerity Partners
New York
$234K 18,999 +18,999 New
AAS
84
Avantax Advisory Services
Texas
$233K 18,860 -5,100 -21%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$229K 18,589 +18,589 New
AWA
86
Arete Wealth Advisors
Illinois
$224K 18,199 -9,342 -34%
D
87
Diversified
Delaware
$223K 18,089 +61 +0.3%
SWM
88
SeaCrest Wealth Management
New York
$219K 17,880 -100 -0.6%
Corient Private Wealth
89
Corient Private Wealth
Florida
$217K 17,600 +500 +3%
SWM
90
Silverlake Wealth Management
Vermont
$213K 17,242 – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$212K 17,180 – –
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$212K 17,162 – –
AC
93
Abbrea Capital
California
$208K 16,875 – –
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$196K 15,876 -7,531 -32%
SIAS
95
Summit Investment Advisory Services
Minnesota
$188K 15,215 +356 +2%
CF
96
Centaurus Financial
California
$184K 14,940 -4,363 -23%
CWM
97
Cornerstone Wealth Management
Missouri
$176K 14,288 +101 +0.7%
IWC
98
Integrated Wealth Concepts
Massachusetts
$173K 14,065 -7,296 -34%
SWA
99
Stratos Wealth Advisors
Ohio
$173K 14,041 +14,041 New
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$173K 14,035 +750 +6%
2 3
4
5 6