ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

145 hedge funds and large institutions have $180M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
48
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$8.97M
2
BPA
Beacon Pointe Advisors
California
$2.7M
3
PFP
Paragon Financial Partners
California
$7.37M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.04M
5
Morgan Stanley
Morgan Stanley
New York
$16.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$15.4M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
UBS Group
UBS Group
Switzerland
$6.97M
4
SWP
Stratos Wealth Partners
Ohio
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$13K -$35.3K -2,715 -73%
CCA
127
Column Capital Advisors
Indiana
$13K – – –
BC
128
Barrett & Company
Rhode Island
$12.3K +$12.3K +1,000 New
CBT
129
CoreFirst Bank & Trust
Kansas
$12K – – –
AF
130
Allworth Financial
California
$11K – – –
SBL
131
Sargent Bickham Lagudis
Colorado
$10K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
SIS
133
Sound Income Strategies
Florida
$9K – – –
OIA
134
Optimum Investment Advisors
Illinois
$8K – – –
FCA
135
FinTrust Capital Advisors
South Carolina
$8K – – –
SWM
136
Spire Wealth Management
Virginia
$7K – – –
LWANC
137
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
TF
138
Tompkins Financial
New York
$4K – – –
SCA
139
Stonebridge Capital Advisors
Minnesota
$4K – – –
BAM
140
Bellevue Asset Management
Washington
$4K – – –
KFI
141
Key Financial Inc
Pennsylvania
$4K – – –
TWA
142
TCI Wealth Advisors
Arizona
$4K +$4K +298 New
WWM
143
Wagner Wealth Management
South Carolina
$3K – – –
PWP
144
Principle Wealth Partners
Connecticut
$168 – – –
SWP
145
Stratos Wealth Partners
Ohio
– -$1.54M -113,695 Closed
Cohen & Steers
146
Cohen & Steers
New York
– -$307K -22,753 Closed
AP
147
Agilis Partners
Massachusetts
– -$190K -14,030 Closed
CRWM
148
Castle Rock Wealth Management
California
– -$184K -13,022 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
– -$176K -13,017 Closed
Citadel Advisors
150
Citadel Advisors
Florida
– -$144K -10,658 Closed
3 4 5
6
7