ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

165 hedge funds and large institutions have $260M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
58
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.8M
2
SWP
2
Stratos Wealth Partners
Ohio
$1.71M
3
Invesco
3
Invesco
Georgia
$19.4M
4
PAG
4
Private Advisor Group
New Jersey
$2.05M
5
ACM
5
Arlington Capital Management
Illinois
$883K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$16.7M
2
LCM
2
Landscape Capital Management
New Jersey
$216K
3
SFS
3
Shaker Financial Services
Virginia
$4.16M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$403K
5
KAS
5
Kestra Advisory Services
Texas
$408K
Name Market Value Shares Shares
Change 		Shares
Change %
MSG
101
Main Street Group
Virginia
$205K 14,861 -578 -4%
ACM
102
AlphaStar Capital Management
North Carolina
$198K 14,314 – –
FWM
103
Focused Wealth Management
New York
$195K 14,134 +272 +2%
JCM
104
Jacobi Capital Management
Pennsylvania
$187K 13,538 +196 +1%
BB
105
Burford Brothers
Texas
$182K 13,200 – –
SPC
106
Sigma Planning Corp
Michigan
$181K 13,090 +13,090 New
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$179K 12,940 +438 +4%
PWP
108
Principle Wealth Partners
Connecticut
$177K 12,800 +12,800 New
CA
109
Cannon Advisors
North Carolina
$175K 12,825 +12,825 New
TSMHT
110
Thurston Springer Miller Herd & Titak
Indiana
$174K 12,603 +12,603 New
BWM
111
Birchcreek Wealth Management
Ohio
$174K 12,593 – –
Empower Advisory Group
112
Empower Advisory Group
Colorado
$172K 12,466 – –
IWC
113
Integrated Wealth Concepts
Massachusetts
$171K 12,388 -126 -1%
CWM
114
Cornerstone Wealth Management
Missouri
$170K 12,345 -1,584 -11%
MFG
115
Merit Financial Group
Georgia
$168K 12,189 -592 -5%
MCCA
116
Mill Creek Capital Advisors
Pennsylvania
$168K 12,151 – –
KWM
117
Kingsview Wealth Management
Oregon
$164K 11,888 -500 -4%
JWCA
118
J.W. Cole Advisors
Florida
$164K 11,882 – –
Comerica Bank
119
Comerica Bank
Texas
$155K 11,236 – –
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$154K 11,169 +29 +0.3%
AWS
121
Atria Wealth Solutions
New York
$144K 10,428 +18 +0.2%
CCMG
122
Clark Capital Management Group
Pennsylvania
$143K 10,395 – –
CCG
123
Capital CS Group
California
$143K 10,356 +110 +1%
FCA
124
Fortis Capital Advisors
Kansas
$140K 10,181 +10,181 New
BAM
125
Belpointe Asset Management
Nevada
$140K 10,181 +10,181 New
3 4
5
6 7