ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

148 hedge funds and large institutions have $200M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
63
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFP
Paragon Financial Partners
California
$5.8M
2
CA
Cornerstone Advisors
North Carolina
$4.86M
3
KIM
Karpus Investment Management
New York
$2.83M
4
HFRG
Houlihan Financial Resource Group
Virginia
$2.52M
5
Invesco
Invesco
Georgia
$11.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$22.4M
2
CAN
Cetera Advisor Networks
California
$622K
3
Ameriprise
Ameriprise
Minnesota
$3.32M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$818K
5
BCM
Bluefin Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
Cornerstone Wealth Management
Missouri
$180K +$17.8K +1,391 +11%
SPIA
102
Steward Partners Investment Advisory
New York
$178K +$38.5K +3,011 +28%
SWP
103
Semus Wealth Partners
Florida
$175K +$856 +67 +0.5%
NWMG
104
National Wealth Management Group
Ohio
$174K – – –
VWA
105
V Wealth Advisors
Kansas
$174K – – –
GIA
106
Gladstone Institutional Advisory
Florida
$172K +$15.4K +1,204 +10%
FWM
107
Focused Wealth Management
New York
$171K +$2.9K +227 +2%
PWP
108
Principle Wealth Partners
Connecticut
$164K – – –
Empower Advisory Group
109
Empower Advisory Group
Colorado
$159K – – –
MFG
110
Merit Financial Group
Georgia
$156K – – –
PA
111
Pinnacle Associates
New York
$143K – – –
VF
112
Virtu Financial
New York
$143K -$71.4K -5,610 -33%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$142K +$142K +11,118 New
MCC
114
Money Concepts Capital
Florida
$141K +$141K +11,000 New
KWM
115
Kingsview Wealth Management
Oregon
$141K – – –
PTC
116
Private Trust Company
Ohio
$95.8K +$153 +12 +0.2%
CSPIA
117
Cary Street Partners Investment Advisory
Virginia
$88.5K – – –
PA
118
Parallel Advisors
California
$80.1K +$62.1K +4,855 +344%
MA
119
Montag & Associates
Georgia
$75.4K – – –
EC
120
Elequin Capital
New York
$66.2K -$206K -16,136 -76%
RG
121
Retirement Group
California
$57.6K -$11.9K -931 -17%
HNB
122
Huntington National Bank
Ohio
$51.2K -$50.6K – –
US Bancorp
123
US Bancorp
Minnesota
$50.5K – – –
TSWM
124
Tyler-Stone Wealth Management
Ohio
$46K +$46K +3,600 New
PGAM
125
Princeton Global Asset Management
New Jersey
$44.5K – – –
3 4
5
6 7