ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

160 hedge funds and large institutions have $240M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
54
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.51M
2
GC
Guggenheim Capital
Illinois
$15.3M
3
LPL Financial
LPL Financial
California
$9.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.11M
5
Truist Financial
Truist Financial
North Carolina
$1.62M

Top Sellers

1
ACM
Anfield Capital Management
California
$0
2
Invesco
Invesco
Georgia
$11.8M
3
Wells Fargo
Wells Fargo
California
$3.35M
4
AWA
Arkadios Wealth Advisors
Georgia
$2.02M
5
NSLI
Nan Shan Life Insurance
Taiwan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
126
UMB Bank
Missouri
$47K – – –
BFEC
127
Benjamin F. Edwards & Company
Missouri
$45K +$45K +2,857 New
TWM
128
Tradition Wealth Management
Minnesota
$38K +$771 +50 +2%
PFS
129
Prospera Financial Services
Texas
$36K +$36K +2,297 New
MCC
130
Money Concepts Capital
Florida
$34K +$34K +2,200 New
WAM
131
Worth Asset Management
Texas
$34K +$34K +2,500 New
COCM
132
Charter Oak Capital Management
New Hampshire
$32K -$6.6K -420 -17%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$31K – – –
SSB
134
Sandy Spring Bank
Maryland
$31K – – –
CFB
135
Cullen/Frost Bankers
Texas
$29K – – –
FF
136
FourThought Financial
Florida
$25K – – –
FFC
137
First Financial Corp
Indiana
$23K – – –
PA
138
Parallel Advisors
California
$22K – – –
SWA
139
SOA Wealth Advisors
New York
$19K – – –
CCA
140
Column Capital Advisors
Indiana
$16K +$16K +1,000 New
CBT
141
CoreFirst Bank & Trust
Kansas
$15K – – –
AF
142
Allworth Financial
California
$13K – – –
SBL
143
Sargent Bickham Lagudis
Colorado
$12K – – –
JPLA
144
Joseph P. Lucia & Associates
New York
$12K +$12K +750 New
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
SIS
146
Sound Income Strategies
Florida
$11K – – –
FCA
147
FinTrust Capital Advisors
South Carolina
$10K – – –
OIA
148
Optimum Investment Advisors
Illinois
$9K +$9K +600 New
SWM
149
Spire Wealth Management
Virginia
$8K -$112K -7,263 -93%
JPMorgan Chase & Co
150
JPMorgan Chase & Co
New York
$8K +$8K +500 New
4 5
6
7 8