ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

142 hedge funds and large institutions have $189M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.36M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.07M
3
HH
Hilltop Holdings
Texas
+$1.01M
4
Mariner
Mariner
Kansas
+$754K
5
Invesco
Invesco
Georgia
+$718K

Top Sellers

1
LPL Financial
LPL Financial
California
-$735K
2
Citigroup
Citigroup
New York
-$511K
3
Goldman Sachs
Goldman Sachs
New York
-$452K
4
Morgan Stanley
Morgan Stanley
New York
-$373K
5
GC
Guggenheim Capital
Illinois
-$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
Spire Wealth Management
Virginia
$150K +$150K +9,785 New
EFSCE
102
Enterprise Financial Services Corp (EFSC)
Missouri
$108K +$16 +1 +0%
MA
103
Montag & Associates
Georgia
$91K – – –
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$89K – – –
TWA
105
TCI Wealth Advisors
Arizona
$65K +$65K +4,225 New
GWM
106
Geneos Wealth Management
Colorado
$62K – – –
US Bancorp
107
US Bancorp
Minnesota
$61K – – –
VFA
108
Valeo Financial Advisors
Indiana
$56K – – –
APA
109
American Portfolios Advisors
New York
$53.1K +$697 +45 +1%
PGAM
110
Princeton Global Asset Management
New Jersey
$51K – – –
SSB
111
Sandy Spring Bank
Maryland
$40K – – –
COCM
112
Charter Oak Capital Management
New Hampshire
$38K – – –
TWM
113
Tradition Wealth Management
Minnesota
$35K +$756 +49 +2%
SFS
114
Sowell Financial Services
Arkansas
$32K +$32K +2,000 New
CFB
115
Cullen/Frost Bankers
Texas
$29K +$29K +1,875 New
NFG
116
Next Financial Group
Texas
$27K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
FF
118
FourThought Financial
Florida
$24K – – –
FFC
119
First Financial Corp
Indiana
$23K – – –
PA
120
Parallel Advisors
California
$22K – – –
SWA
121
SOA Wealth Advisors
New York
$19K – – –
WT
122
Whittier Trust
California
$19K – – –
CFA
123
Carroll Financial Associates
North Carolina
$18K – – –
CBT
124
CoreFirst Bank & Trust
Kansas
$15K – – –
HCM
125
Highlander Capital Management
New Jersey
$15K +$330 +21 +2%
3 4
5
6 7