ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

149 hedge funds and large institutions have $185M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
49
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$11.4M
2
Invesco
2
Invesco
Georgia
$12.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.43M
4
GC
4
Guggenheim Capital
Illinois
$10.9M
5
EC
5
Elequin Capital
New York
$691K

Top Sellers

1
PFP
1
Paragon Financial Partners
California
$0
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$0
3
WAM
3
Wolverine Asset Management
Illinois
$679K
4
LCM
4
Landscape Capital Management
New Jersey
$990K
5
Morgan Stanley
5
Morgan Stanley
New York
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
NWMG
101
National Wealth Management Group
Ohio
$159K 13,324 – –
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$159K 13,285 +13,285 New
SWP
103
Semus Wealth Partners
Florida
$155K 12,917 -790 -6%
PWP
104
Principle Wealth Partners
Connecticut
$153K 12,800 – –
KWM
105
Kingsview Wealth Management
Oregon
$152K 12,736 +1,740 +16%
BWM
106
Birchcreek Wealth Management
Ohio
$151K 12,593 -2,741 -18%
SPIA
107
Steward Partners Investment Advisory
New York
$149K 12,484 -1,451 -10%
Empower Advisory Group
108
Empower Advisory Group
Colorado
$149K 12,466 – –
MFG
109
Merit Financial Group
Georgia
$146K 12,189 – –
AWM
110
AE Wealth Management
Kansas
$142K 11,824 -2,911 -20%
Comerica Bank
111
Comerica Bank
Texas
$134K 11,236 +11,236 New
PA
112
Pinnacle Associates
New York
$134K 11,219 – –
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$133K 11,118 – –
CCMG
114
Clark Capital Management Group
Pennsylvania
$124K 10,395 +10,395 New
AAS
115
Ameritas Advisory Services
Nebraska
$123K 10,311 +10,311 New
PTC
116
Private Trust Company
Ohio
$89.9K 7,509 +13 +0.2%
CSPIA
117
Cary Street Partners Investment Advisory
Virginia
$82.9K 6,923 – –
PA
118
Parallel Advisors
California
$80.2K 6,696 +429 +7%
MA
119
Montag & Associates
Georgia
$70.6K 5,900 – –
RG
120
Retirement Group
California
$54K 4,508 – –
US Bancorp
121
US Bancorp
Minnesota
$47.3K 3,954 – –
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$42.5K 3,550 +1,120 +46%
PGAM
123
Princeton Global Asset Management
New Jersey
$41.6K 3,479 – –
TSWM
124
Tyler-Stone Wealth Management
Ohio
$40K 3,320 -280 -8%
HI
125
Harbour Investments
Wisconsin
$32K 2,671 – –
3 4
5
6 7