ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

142 hedge funds and large institutions have $189M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.36M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.07M
3
HH
Hilltop Holdings
Texas
+$1.01M
4
Mariner
Mariner
Kansas
+$754K
5
Invesco
Invesco
Georgia
+$718K

Top Sellers

1
LPL Financial
LPL Financial
California
-$735K
2
Citigroup
Citigroup
New York
-$511K
3
Goldman Sachs
Goldman Sachs
New York
-$452K
4
Morgan Stanley
Morgan Stanley
New York
-$373K
5
GC
Guggenheim Capital
Illinois
-$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
126
Sonora Investment Management
Arizona
$14K – – –
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$14K +$14K +900 New
JPLA
128
Joseph P. Lucia & Associates
New York
$12K – – –
SIS
129
Sound Income Strategies
Florida
$10.5K – – –
SNT
130
Security National Trust
West Virginia
$10K – – –
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$9K +$9K +552 New
ACM
132
Allred Capital Management
Texas
$7.75K +$7.75K +500 New
LWANC
133
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K -$7.5K -500 -56%
TF
134
Tompkins Financial
New York
$5K – – –
BAM
135
Bellevue Asset Management
Washington
$5K – – –
KFI
136
Key Financial Inc
Pennsylvania
$5K – – –
BC
137
Burleson & Co
California
$4K +$4K +241 New
BFEC
138
Benjamin F. Edwards & Company
Missouri
$3K – – –
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$49 +3 +2%
BCWM
140
Bartlett & Co Wealth Management
Ohio
$2.32K – – –
BC
141
Bartlett & Co
Ohio
$2K – – –
Goldman Sachs
142
Goldman Sachs
New York
– -$452K -29,430 Closed
M&T Bank
143
M&T Bank
New York
– -$218K -14,229 Closed
CCG
144
Capital CS Group
California
– -$217K -14,168 Closed
KPWS
145
Kestra Private Wealth Services
Texas
– -$165K -10,806 Closed
CG
146
CFO4Life Group
Texas
– -$165K -10,774 Closed
GWS
147
Glassman Wealth Services
Virginia
– -$65K -4,243 Closed
AWG
148
Altus Wealth Group
Colorado
– -$44K -2,875 Closed
HGWM
149
Harvest Group Wealth Management
Massachusetts
– -$31K -2,002 Closed
ASN
150
Advisory Services Network
Georgia
– -$15K -1,000 Closed
3 4 5
6
7