ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

159 hedge funds and large institutions have $243M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
48
Reduced
52
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.1M
2
CA
2
Cornerstone Advisors
North Carolina
$20.1M
3
LPL Financial
3
LPL Financial
California
$18.7M
4
PS
4
Principal Securities
Iowa
$5.46M
5
BWG
5
Balanced Wealth Group
Ohio
$5.23M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.19M
2
SIA
2
Sit Investment Associates
Minnesota
$2.72M
3
IGWM
3
ICA Group Wealth Management
Colorado
$330K
4
EC
4
Elequin Capital
New York
$298K
5
WAM
5
Wolverine Asset Management
Illinois
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$170K 13,802 +1,318 +11%
WAM
102
Worth Asset Management
Texas
$170K 13,758 -15,963 -54%
FWM
103
Focused Wealth Management
New York
$170K 13,747 +266 +2%
AWM
104
AE Wealth Management
Kansas
$168K 13,474 +1,650 +14%
BB
105
Burford Brothers
Texas
$163K 13,200 +13,200 New
CA
106
Cetera Advisors
Colorado
$163K 13,194 -2,093 -14%
JCM
107
Jacobi Capital Management
Pennsylvania
$161K 13,097 -7,258 -36%
SWP
108
Semus Wealth Partners
Florida
$160K 12,983 +66 +0.5%
HH
109
Hilltop Holdings
Texas
$158K 12,814 -3,190 -20%
PWP
110
Principle Wealth Partners
Connecticut
$158K 12,800 – –
MFG
111
Merit Financial Group
Georgia
$158K 12,781 +592 +5%
KWM
112
Kingsview Wealth Management
Oregon
$156K 12,655 -81 -0.6%
NWMG
113
National Wealth Management Group
Ohio
$156K 12,624 -700 -5%
BWM
114
Birchcreek Wealth Management
Ohio
$155K 12,593 – –
VF
115
Virtu Financial
New York
$154K 12,507 +12,507 New
Empower Advisory Group
116
Empower Advisory Group
Colorado
$154K 12,466 – –
WB
117
WesBanco Bank
West Virginia
$141K 11,470 -10,000 -47%
CAS
118
CTC Alternative Strategies
Illinois
$141K 11,456 +11,456 New
AF
119
Allworth Financial
California
$140K 11,343 +10,500 +1,246%
Comerica Bank
120
Comerica Bank
Texas
$139K 11,236 – –
PA
121
Pinnacle Associates
New York
$138K 11,219 – –
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$137K 11,118 – –
CCMG
123
Clark Capital Management Group
Pennsylvania
$128K 10,395 – –
PA
124
Parallel Advisors
California
$102K 8,294 +1,598 +24%
PTC
125
Private Trust Company
Ohio
$92.8K 7,523 +14 +0.2%
3 4
5
6 7