ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

160 hedge funds and large institutions have $240M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
54
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.51M
2
GC
Guggenheim Capital
Illinois
$15.3M
3
LPL Financial
LPL Financial
California
$9.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.11M
5
Truist Financial
Truist Financial
North Carolina
$1.62M

Top Sellers

1
ACM
Anfield Capital Management
California
$0
2
Invesco
Invesco
Georgia
$11.8M
3
Wells Fargo
Wells Fargo
California
$3.35M
4
AWA
Arkadios Wealth Advisors
Georgia
$2.02M
5
NSLI
Nan Shan Life Insurance
Taiwan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
101
Total Clarity Wealth Management
Illinois
$190K -$1.72K -110 -0.9%
IGWM
102
ICA Group Wealth Management
Colorado
$188K +$188K +13,022 New
AIP
103
Ahrens Investment Partners
Louisiana
$183K -$23.4K -1,500 -11%
APA
104
American Portfolios Advisors
New York
$176K +$20.6K +1,322 +13%
IA
105
IFP Advisors
Florida
$176K +$176K +11,400 New
PA
106
Pinnacle Associates
New York
$175K – – –
MWM
107
Meridian Wealth Management
Kentucky
$175K +$3.21K +205 +2%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$174K – – –
KWM
109
Kingsview Wealth Management
Oregon
$172K – – –
AWM
110
AE Wealth Management
Kansas
$168K +$168K +10,775 New
Millennium Management
111
Millennium Management
New York
$165K +$165K +10,560 New
SPIA
112
Steward Partners Investment Advisory
New York
$163K – – –
KNW
113
Kesler Norman & Wride
Utah
$158K – – –
CA
114
CoreCap Advisors
Michigan
$158K +$31.5K +2,013 +25%
CWM
115
Cornerstone Wealth Management
Missouri
$157K +$125 +8 +0.1%
CC
116
Commons Capital
Massachusetts
$153K – – –
AF
117
Advisornet Financial
Minnesota
$145K -$23.4K -1,500 -14%
TSWM
118
Tyler-Stone Wealth Management
Ohio
$112K – – –
MA
119
Montag & Associates
Georgia
$92K – – –
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$90K – – –
DWP
121
Destiny Wealth Partners
Florida
$82K -$25.7K -1,647 -24%
GWM
122
Geneos Wealth Management
Colorado
$79K +$12.9K +828 +20%
US Bancorp
123
US Bancorp
Minnesota
$62K – – –
PGAM
124
Princeton Global Asset Management
New Jersey
$52K – – –
FAG
125
Fortitude Advisory Group
Washington
$51K +$20.3K +1,292 +66%
3 4
5
6 7