ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

153 hedge funds and large institutions have $239M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-6
Holders Change %
-3.77%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
58
Reduced
41
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$5.66M
2
WS
Wedbush Securities
California
+$1.2M
3
SFS
Shaker Financial Services
Virginia
+$993K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$925K
5
Cohen & Steers
Cohen & Steers
New York
+$886K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$22.3M
2
SIA
Sit Investment Associates
Minnesota
-$2.72M
3
Invesco
Invesco
Georgia
-$1.68M
4
IC
IEQ Capital
California
-$823K
5
AAM
Advisors Asset Management
Colorado
-$566K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$286K +$286K +22,135 New
DADC
77
D.A. Davidson & Co
Montana
$285K -$5.44K -421 -2%
SWA
78
Stratos Wealth Advisors
Ohio
$253K +$71.6K +5,539 +39%
IW
79
Imprint Wealth
South Carolina
$251K +$251K +19,425 New
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$242K +$20K +1,546 +9%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$240K – – –
IGWM
82
ICA Group Wealth Management
Colorado
$237K -$109K -8,396 -31%
D
83
Diversified
Delaware
$235K +$1.02K +79 +0.4%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$233K +$51.4K +3,973 +28%
Corient Private Wealth
85
Corient Private Wealth
Florida
$226K -$1.62K -125 -0.7%
JWCA
86
J.W. Cole Advisors
Florida
$223K -$54.8K -4,241 -20%
SWM
87
Silverlake Wealth Management
Vermont
$223K – – –
TCWA
88
Turtle Creek Wealth Advisors
Texas
$219K -$52.8K -4,082 -19%
RCM
89
Robinson Capital Management
Michigan
$219K +$219K +17,189 New
AC
90
Abbrea Capital
California
$218K – – –
SIAS
91
Summit Investment Advisory Services
Minnesota
$201K +$4.4K +340 +2%
MSG
92
Main Street Group
Virginia
$199K +$187K +14,435 +1,473%
CF
93
Centaurus Financial
California
$196K +$3.2K +248 +2%
CWM
94
Cornerstone Wealth Management
Missouri
$186K +$1.09K +84 +0.6%
ACM
95
AlphaStar Capital Management
North Carolina
$185K +$185K +14,314 New
FWM
96
Focused Wealth Management
New York
$182K +$4.53K +350 +3%
SPIA
97
Steward Partners Investment Advisory
New York
$177K -$1.68K -130 -0.9%
IWC
98
Integrated Wealth Concepts
Massachusetts
$174K -$7.95K -615 -4%
JCM
99
Jacobi Capital Management
Pennsylvania
$171K +$1.85K +143 +1%
BB
100
Burford Brothers
Texas
$171K – – –
2 3
4
5 6