ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

136 hedge funds and large institutions have $214M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
54
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$13.7M
2
BPA
2
Beacon Pointe Advisors
California
$2.47M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.3M
4
GC
4
Guggenheim Capital
Illinois
$11.4M
5
HH
5
Hilltop Holdings
Texas
$2.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$9.48M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.6M
3
OFG
3
OTA Financial Group
New York
$0
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$804K
5
WAM
5
Wolverine Asset Management
Illinois
$62K
Name Market Value Shares Shares
Change 		Shares
Change %
FCA
126
FinTrust Capital Advisors
South Carolina
$10K 617 – –
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$9K 552 – –
CI
128
CX Institutional
Indiana
$9K 556 +556 New
LWANC
129
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K 400 – –
BAM
130
Bellevue Asset Management
Washington
$5K 333 – –
KFI
131
Key Financial Inc
Pennsylvania
$5K 333 – –
TF
132
Tompkins Financial
New York
$5K 300 +300 New
WWM
133
Wagner Wealth Management
South Carolina
$4K 225 – –
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$3K 191 +4 +2%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$2.4K 150 – –
BC
136
Bartlett & Co
Ohio
$2K 150 – –
OFG
137
OTA Financial Group
New York
– – -13,281 Closed
IC
138
Inscription Capital
Texas
– – -12,800 Closed
ACI
139
Alpha Cubed Investments
California
– – -10,988 Closed
BW
140
Bison Wealth
Georgia
– – -10,267 Closed
TWA
141
TCI Wealth Advisors
Arizona
– – -4,225 Closed
SWM
142
Spire Wealth Management
Virginia
– – -1,618 Closed
WT
143
Whittier Trust
California
– – -1,245 Closed
ASN
144
Advisory Services Network
Georgia
– – -1,000 Closed
HCM
145
Highlander Capital Management
New Jersey
– – -975 Closed
Fidelity Investments
146
Fidelity Investments
Massachusetts
– – -2 Closed
HNB
147
Huntington National Bank
Ohio
– – – –
CFGS
148
Concourse Financial Group Securities
Alabama
– – – –
2 3 4 5
6