ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

152 hedge funds and large institutions have $612M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+7
Holders Change %
+4.83%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
49
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$159K +$15.4K +1,250 +11%
PWP
102
Principle Wealth Partners
Connecticut
$157K
PCA
103
Personal Capital Advisors
California
$153K -$39.3K -3,200 -20%
MFG
104
Merit Financial Group
Georgia
$150K +$774 +63 +0.5%
Creative Planning
105
Creative Planning
Kansas
$149K -$3.68K -300 -2%
AAS
106
Ameritas Advisory Services
Nebraska
$148K +$2.89K +235 +2%
CA
107
Cetera Advisors
Colorado
$147K -$31.1K -2,530 -17%
PA
108
Pinnacle Associates
New York
$138K
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$137K
KWM
110
Kingsview Wealth Management
Oregon
$135K
IAN
111
Integrated Advisors Network
Texas
$133K +$133K +10,806 New
SPIA
112
Steward Partners Investment Advisory
New York
$129K -$24.1K -1,963 -16%
AIP
113
Ahrens Investment Partners
Louisiana
$128K -$6.14K -500 -5%
BAM
114
Belpointe Asset Management
Nevada
$102K +$102K +8,305 New
PTC
115
Private Trust Company
Ohio
$92K +$148 +12 +0.2%
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
$85K +$85K +6,923 New
MA
117
Montag & Associates
Georgia
$72.5K
RG
118
Retirement Group
California
$67K
DWP
119
Destiny Wealth Partners
Florida
$65.6K +$995 +81 +2%
PP
120
PrairieView Partners
Minnesota
$63K +$63K +5,196 New
HNB
121
Huntington National Bank
Ohio
$49.2K -$53K
US Bancorp
122
US Bancorp
Minnesota
$48.6K
TSWM
123
Tyler-Stone Wealth Management
Ohio
$48K -$2.46K -200 -5%
PGAM
124
Princeton Global Asset Management
New Jersey
$42K +$950 +77 +2%
HI
125
Harbour Investments
Wisconsin
$32.8K