ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

118 hedge funds and large institutions have $130M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
47
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$2.41M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.06M
3
Invesco
Invesco
Georgia
+$1.85M
4
OC
Oppenheimer & Co
New York
+$1.24M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.08M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.19M
2
WAM
Weiss Asset Management
Massachusetts
-$657K
3
AGM
Alpine Global Management
New York
-$558K
4
HH
Hilltop Holdings
Texas
-$545K
5
AP
Agilis Partners
Massachusetts
-$418K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
101
North Star Investment Management
Illinois
$15K – – –
NFG
102
Next Financial Group
Texas
$15K – – –
NFH
103
NEXT Financial Holdings
Texas
$15K +$15K +1,000 New
SIM
104
Sonora Investment Management
Arizona
$14K – – –
BFEC
105
Benjamin F. Edwards & Company
Missouri
$12K – – –
SNT
106
Security National Trust
West Virginia
$10K – – –
FHA
107
Flagship Harbor Advisors
Massachusetts
$9K -$65.2K -4,710 -88%
MFW
108
Mosaic Family Wealth
Missouri
$8K – – –
BMM
109
Buffington Mohr McNeal
Idaho
$7K +$7K +482 New
PGAM
110
Princeton Global Asset Management
New Jersey
$7K +$7K +505 New
FHB
111
First Hawaiian Bank
Hawaii
$6K – – –
FNB
112
Farmers National Bank
Kentucky
$6K +$6K +415 New
CFGS
113
Concourse Financial Group Securities
Alabama
$3K – – –
SFG
114
SevenBridge Financial Group
Pennsylvania
$3K – – –
BCWM
115
Bartlett & Co Wealth Management
Ohio
$2.25K – – –
BC
116
Bartlett & Co
Ohio
$2K – – –
JPLA
117
Joseph P. Lucia & Associates
New York
$1K +$1K +15,120 New
WAM
118
Weiss Asset Management
Massachusetts
– -$657K -48,755 Closed
AGM
119
Alpine Global Management
New York
– -$558K -41,379 Closed
AP
120
Agilis Partners
Massachusetts
– -$418K -30,975 Closed
ST
121
Sabal Trust
Florida
– -$270K -20,000 Closed
Baird Financial Group
122
Baird Financial Group
Wisconsin
– -$153K -11,324 Closed
AIC
123
Ameritas Investment Company
Nebraska
– -$62K -4,578 Closed
WDL
124
Well Done LLC
Michigan
– -$1K -100 Closed
CC
125
Claybrook Capital
Massachusetts
– -$1K -100 Closed
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