ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

156 hedge funds and large institutions have $259M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
46
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$17.9M
2
IPA
2
Investment Planning Advisors
Georgia
$2.09M
3
GC
3
Guggenheim Capital
Illinois
$14.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$24.1M
5
LPL Financial
5
LPL Financial
California
$22.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.06M
2
LCM
2
Landscape Capital Management
New Jersey
$2.61M
3
WAM
3
Wolverine Asset Management
Illinois
$291K
4
WS
4
Wedbush Securities
California
$1.46M
5
RJA
5
Raymond James & Associates
Florida
$4.58M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$173K 12,680 – –
BWM
102
Birchcreek Wealth Management
Ohio
$172K 12,593 – –
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$172K 12,590 +12,590 New
IWC
104
Integrated Wealth Concepts
Massachusetts
$171K 12,514 -936 -7%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$171K 12,502 -5,506 -31%
Empower Advisory Group
106
Empower Advisory Group
Colorado
$170K 12,466 – –
KWM
107
Kingsview Wealth Management
Oregon
$169K 12,388 -267 -2%
MCCA
108
Mill Creek Capital Advisors
Pennsylvania
$166K 12,151 – –
NWMG
109
National Wealth Management Group
Ohio
$164K 12,024 -600 -5%
JWCA
110
J.W. Cole Advisors
Florida
$162K 11,882 -5,397 -31%
WB
111
WesBanco Bank
West Virginia
$157K 11,470 – –
SWP
112
Semus Wealth Partners
Florida
$154K 11,244 -1,114 -9%
Comerica Bank
113
Comerica Bank
Texas
$154K 11,236 – –
PA
114
Pinnacle Associates
New York
$153K 11,219 – –
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$152K 11,140 +15 +0.1%
AWS
116
Atria Wealth Solutions
New York
$142K 10,410 -25,867 -71%
CCMG
117
Clark Capital Management Group
Pennsylvania
$142K 10,395 – –
IGWM
118
ICA Group Wealth Management
Colorado
$140K 10,270 -8,067 -44%
CCG
119
Capital CS Group
California
$140K 10,246 +127 +1%
AAS
120
Ameritas Advisory Services
Nebraska
$138K 10,080 – –
WCM
121
Westend Capital Management
California
$128K 9,496 -1,527 -14%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$124K 9,088 -2,012 -18%
PA
123
Parallel Advisors
California
$115K 8,445 +93 +1%
OW
124
Olistico Wealth
Oklahoma
$115K 8,400 +8,400 New
PTC
125
Private Trust Company
Ohio
$103K 7,545 +9 +0.1%
3 4
5
6 7