ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

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
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%