ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

112 hedge funds and large institutions have $110M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
35
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.65M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.56M
3
Ameriprise
Ameriprise
Minnesota
+$1.42M
4
WAM
Weiss Asset Management
Massachusetts
+$657K
5
AG
Advisor Group
Arizona
+$612K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.03M
2
NMC
Nine Masts Capital
Hong Kong
-$1.66M
3
AI
Atria Investments
North Carolina
-$1.29M
4
Cohen & Steers
Cohen & Steers
New York
-$743K
5
AWA
Arete Wealth Advisors
Illinois
-$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
101
Benjamin F. Edwards & Company
Missouri
$11K – – –
SNT
102
Security National Trust
West Virginia
$9K – – –
AF
103
Advisornet Financial
Minnesota
$7K – – –
MFW
104
Mosaic Family Wealth
Missouri
$7K – – –
FHB
105
First Hawaiian Bank
Hawaii
$6K – – –
SFG
106
SevenBridge Financial Group
Pennsylvania
$3K -$3K -194 -50%
BCWM
107
Bartlett & Co Wealth Management
Ohio
$2.02K – – –
CFGS
108
Concourse Financial Group Securities
Alabama
$2K – – –
BC
109
Bartlett & Co
Ohio
$2K – – –
WDL
110
Well Done LLC
Michigan
$1K +$1K +100 New
CC
111
Claybrook Capital
Massachusetts
$1K +$1K +100 New
NMC
112
Nine Masts Capital
Hong Kong
– -$1.66M -103,200 Closed
AI
113
Atria Investments
North Carolina
– -$1.29M -80,171 Closed
AWA
114
Arete Wealth Advisors
Illinois
– -$420K -26,065 Closed
CRWM
115
Castle Rock Wealth Management
California
– -$312K -20,820 Closed
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
– -$206K -12,765 Closed
CA
117
Cetera Advisors
Colorado
– -$165K -10,350 Closed
SPIA
118
Steward Partners Investment Advisory
New York
– -$45K -2,800 Closed
APA
119
American Portfolios Advisors
New York
– -$28.6K -1,775 Closed
NC
120
NewSquare Capital
Pennsylvania
– -$18K -1,100 Closed
GI
121
Gradient Investments
Minnesota
– -$17K -1,070 Closed
CAG
122
Csenge Advisory Group
Florida
– -$11K -780 Closed
GP
123
Girard Partners
Pennsylvania
– -$7K -443 Closed
VNA
124
Valley National Advisers
Pennsylvania
– -$7K -425 Closed
PWAG
125
Polaris Wealth Advisory Group
California
– -$3K -168 Closed
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