ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

153 hedge funds and large institutions have $248M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+17
Holders Change %
+12.5%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
52
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFP
1
Paragon Financial Partners
California
$7.55M
2
GC
2
Guggenheim Capital
Illinois
$14.1M
3
AWM
3
Axxcess Wealth Management
California
$1.91M
4
CAN
4
Cetera Advisor Networks
California
$2.29M
5
Invesco
5
Invesco
Georgia
$15.7M

Top Sellers

1
UAS
1
United Asset Strategies
New York
$190K
2
DADC
2
D.A. Davidson & Co
Montana
$281K
3
AWA
3
Arkadios Wealth Advisors
Georgia
$3.5M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$4.67M
5
CCG
5
Capital CS Group
California
$171K
Name Market Value Shares Shares
Change 		Shares
Change %
AF
101
Advisornet Financial
Minnesota
$180K 10,781 – –
SPIA
102
Steward Partners Investment Advisory
New York
$175K 10,440 -300 -3%
CCG
103
Capital CS Group
California
$171K 10,237 -14,495 -59%
KNW
104
Kesler Norman & Wride
Utah
$170K 10,130 – –
CWM
105
Cornerstone Wealth Management
Missouri
$168K 10,040 +10,040 New
ESBC
106
E.S. Barr & Co
Kentucky
$167K 10,000 – –
APA
107
American Portfolios Advisors
New York
$167K 9,946 +2,743 +38%
CC
108
Commons Capital
Massachusetts
$163K 9,766 +9,766 New
ACM
109
Antonetti Capital Management
Florida
$146K 8,704 -820 -9%
CA
110
CoreCap Advisors
Michigan
$135K 8,085 +8,085 New
SWM
111
Spire Wealth Management
Virginia
$130K 7,780 +7,780 New
TSWM
112
Tyler-Stone Wealth Management
Ohio
$120K 7,140 +7,140 New
DWP
113
Destiny Wealth Partners
Florida
$116K 6,907 – –
TCOV
114
Trust Company of Vermont
Vermont
$109K 6,487 +6,487 New
MA
115
Montag & Associates
Georgia
$99K 5,900 – –
CWS
116
Confluence Wealth Services
Pennsylvania
$97K 5,808 +5,808 New
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$96K 5,740 – –
GWM
118
Geneos Wealth Management
Colorado
$71K 4,245 – –
US Bancorp
119
US Bancorp
Minnesota
$66K 3,954 – –
PGAM
120
Princeton Global Asset Management
New Jersey
$55K 3,301 – –
UB
121
UMB Bank
Missouri
$50K 3,000 +3,000 New
HI
122
Harbour Investments
Wisconsin
$45K 2,671 +2,671 New
COCM
123
Charter Oak Capital Management
New Hampshire
$41K 2,456 – –
NFG
124
Next Financial Group
Texas
$40K 2,394 – –
TWM
125
Tradition Wealth Management
Minnesota
$40K 2,413 +49 +2%
3 4
5
6 7