ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

124 hedge funds and large institutions have $169M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
42
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Anfield Capital Management
California
+$3.24M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.8M
3
OWA
Outlook Wealth Advisors
Texas
+$1.26M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.08M
5
Morgan Stanley
Morgan Stanley
New York
+$1.03M

Top Sellers

1
SB
Strategic Blueprint
Georgia
-$3.45M
2
AWA
Arkadios Wealth Advisors
Georgia
-$2.89M
3
SIA
Sit Investment Associates
Minnesota
-$2.38M
4
Invesco
Invesco
Georgia
-$2.07M
5
TCWM
Total Clarity Wealth Management
Illinois
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Arkadios Wealth Advisors
Georgia
– -$2.89M -239,331 Closed
SIA
127
Sit Investment Associates
Minnesota
– -$2.38M -197,147 Closed
LCM
128
Landscape Capital Management
New Jersey
– -$1.25M -103,422 Closed
SSWG
129
Seven Springs Wealth Group
Tennessee
– -$449K -37,252 Closed
AGM
130
Alpine Global Management
New York
– -$385K -31,883 Closed
ACM
131
Arlington Capital Management
Illinois
– -$334K -27,706 Closed
ACM
132
Allred Capital Management
Texas
– -$186K -15,500 Closed
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
– -$186K -15,401 Closed
Citadel Advisors
134
Citadel Advisors
Florida
– -$132K -10,942 Closed
EPA
135
Element Pointe Advisors
Florida
– -$130K -10,809 Closed
RFM
136
Royal Fund Management
Florida
– -$85K -7,124 Closed
AIC
137
Ameritas Investment Company
Nebraska
– -$63K -5,256 Closed
CAN
138
Claraphi Advisory Network
United States
– -$50K -4,170 Closed
LFG
139
Larson Financial Group
Missouri
– -$42K -3,500 Closed
ASN
140
Advisory Services Network
Georgia
– -$16K -1,365 Closed
HR
141
Howe & Rusling
New York
– -$12K -1,000 Closed
DWM
142
Darwin Wealth Management
Florida
– -$6K -500 Closed
VRM
143
Vectors Research Management
New York
– -$5K -400 Closed
NFG
144
Next Financial Group
Texas
– -$2K -150 Closed
2 3 4 5
6