ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

136 hedge funds and large institutions have $180M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+8
Holders Change %
+6.25%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
45
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$1.78M
2
HH
Hilltop Holdings
Texas
+$1.58M
3
Ameriprise
Ameriprise
Minnesota
+$1.32M
4
Bank of America
Bank of America
North Carolina
+$1.3M
5
AWA
Arkadios Wealth Advisors
Georgia
+$967K

Top Sellers

1
RA
RFG Advisory
Alabama
-$2.19M
2
GC
Guggenheim Capital
Illinois
-$1.46M
3
WAM
Weiss Asset Management
Massachusetts
-$965K
4
JWCA
J.W. Cole Advisors
Florida
-$731K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$417K
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
126
Security National Trust
West Virginia
$10K – – –
SIS
127
Sound Income Strategies
Florida
$10K – – –
TF
128
Tompkins Financial
New York
$5K – – –
BAM
129
Bellevue Asset Management
Washington
$5K – – –
CTB
130
Country Trust Bank
Illinois
$5K +$5K +297 New
KFI
131
Key Financial Inc
Pennsylvania
$5K +$5K +333 New
BFEC
132
Benjamin F. Edwards & Company
Missouri
$3K – – –
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +180 New
BCWM
134
Bartlett & Co Wealth Management
Ohio
$2.3K – – –
BC
135
Bartlett & Co
Ohio
$2K – – –
WAM
136
Weiss Asset Management
Massachusetts
– -$965K -69,773 Closed
ACM
137
Allred Capital Management
Texas
– -$214K -15,500 Closed
UCFA
138
United Capital Financial Advisors
Texas
– -$166K -11,995 Closed
Mirae Asset Global Investments
139
Mirae Asset Global Investments
South Korea
– -$158K -11,411 Closed
CBTWT
140
Community Bank & Trust (Waco, Texas)
Texas
– -$150K -10,858 Closed
LNWWM
141
Laird Norton Wetherby Wealth Management
California
– -$138K -10,000 Closed
CSPIA
142
Cary Street Partners Investment Advisory
Virginia
– -$21K -1,550 Closed
NSIM
143
North Star Investment Management
Illinois
– -$14K -1,001 Closed
PFS
144
Prospera Financial Services
Texas
– -$11K -800 Closed
OSAM
145
O'Shaughnessy Asset Management
Connecticut
– -$8K -552 Closed
Barclays
146
Barclays
United Kingdom
– -$6K -439 Closed
NFSG
147
Newbridge Financial Services Group
Florida
– -$6K -411 Closed
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