ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

133 hedge funds and large institutions have $150M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
42
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
+$7.31M
2
SB
Strategic Blueprint
Georgia
+$3.45M
3
SIA
Sit Investment Associates
Minnesota
+$2.38M
4
UBS Group
UBS Group
Switzerland
+$2.27M
5
LPL Financial
LPL Financial
California
+$2.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$3.37M
2
OWA
Outlook Wealth Advisors
Texas
-$1.68M
3
CRC
Curi RMB Capital
Illinois
-$309K
4
SCI
Stableford Capital II
Arizona
-$275K
5
JWCA
J.W. Cole Advisors
Florida
-$272K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
101
Claraphi Advisory Network
United States
$50K +$50K +4,170 New
SF
102
Synovus Financial
Georgia
$50K +$50K +4,254 New
GWM
103
Geneos Wealth Management
Colorado
$47K -$5.96K -500 -11%
LFG
104
Larson Financial Group
Missouri
$42K – – –
PGAM
105
Princeton Global Asset Management
New Jersey
$40K – – –
APA
106
American Portfolios Advisors
New York
$39.2K +$567 +47 +1%
VFA
107
Valeo Financial Advisors
Indiana
$35K – – –
SSB
108
Sandy Spring Bank
Maryland
$31K -$6.37K -534 -17%
WEC
109
Winslow Evans & Crocker
Massachusetts
$28K -$21K -1,630 -43%
US Bancorp
110
US Bancorp
Minnesota
$27K -$18.8K -1,587 -41%
SIM
111
Sonora Investment Management
Arizona
$26K +$14.7K +1,200 +129%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
HGWM
113
Harvest Group Wealth Management
Massachusetts
$24K – – –
FFC
114
First Financial Corp
Indiana
$18K – – –
TFS
115
TrustCore Financial Services
Tennessee
$18K – – –
ASN
116
Advisory Services Network
Georgia
$16K -$157K -13,385 -91%
CFA
117
Carroll Financial Associates
North Carolina
$14K -$3.96K -332 -22%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$13K -$3.01K -250 -19%
HR
119
Howe & Rusling
New York
$12K – – –
JPLA
120
Joseph P. Lucia & Associates
New York
$12K – – –
NSIM
121
North Star Investment Management
Illinois
$12K – – –
LWANC
122
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K – – –
HCM
123
Highlander Capital Management
New Jersey
$11K +$266 +21 +2%
SNT
124
Security National Trust
West Virginia
$8K – – –
SIS
125
Sound Income Strategies
Florida
$8K +$8K +675 New
2 3 4
5
6