ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

145 hedge funds and large institutions have $169M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
48
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.58M
2
Morgan Stanley
Morgan Stanley
New York
+$4.22M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$576K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$488K
5
LPL Financial
LPL Financial
California
+$317K

Top Sellers

1
JWWM
Johnson & White Wealth Management
Pennsylvania
-$5.5M
2
Bank of America
Bank of America
North Carolina
-$1.66M
3
EC
Elequin Capital
New York
-$1.1M
4
Invesco
Invesco
Georgia
-$1.01M
5
GC
Guggenheim Capital
Illinois
-$984K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
126
TCI Wealth Advisors
Arizona
$16.4K +$12.6K +1,000 +336%
SWA
127
SOA Wealth Advisors
New York
$15.8K – – –
BC
128
Barrett & Company
Rhode Island
$12.6K – – –
CCA
129
Column Capital Advisors
Indiana
$12.6K – – –
OLVIG
130
Oliver Lagore Vanvalin Investment Group
Michigan
$12.6K +$12.6K +1,000 New
CBT
131
CoreFirst Bank & Trust
Kansas
$11.8K – – –
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$11.3K -$180K -14,285 -94%
AF
133
Allworth Financial
California
$10.6K – – –
RFA
134
Register Financial Advisors
Georgia
$9.47K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
SIS
136
Sound Income Strategies
Florida
$8.53K – – –
FCA
137
FinTrust Capital Advisors
South Carolina
$7.58K – – –
SWM
138
Spire Wealth Management
Virginia
$6.54K – – –
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.05K – – –
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$4.49K +$97 +7,715 +2%
KFI
141
Key Financial Inc
Pennsylvania
$4.21K – – –
BAM
142
Bellevue Asset Management
Washington
$4.21K – – –
SCA
143
Stonebridge Capital Advisors
Minnesota
$3.79K – – –
TF
144
Tompkins Financial
New York
$3.79K – – –
GFWA
145
Grey Fox Wealth Advisors
Delaware
$3.79K +$3.79K +300 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$25 +$25 +2 New
JWWM
147
Johnson & White Wealth Management
Pennsylvania
– -$5.5M -115,884 Closed
BCI
148
Brinker Capital Investments
Pennsylvania
– -$858K -69,882 Closed
AGM
149
Alpine Global Management
New York
– -$482K -39,283 Closed
SCI
150
Stableford Capital II
Arizona
– -$457K -37,190 Closed
3 4 5
6
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