ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

148 hedge funds and large institutions have $200M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
63
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFP
Paragon Financial Partners
California
$5.8M
2
CA
Cornerstone Advisors
North Carolina
$4.86M
3
KIM
Karpus Investment Management
New York
$2.83M
4
HFRG
Houlihan Financial Resource Group
Virginia
$2.52M
5
Invesco
Invesco
Georgia
$11.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$22.4M
2
CAN
Cetera Advisor Networks
California
$622K
3
Ameriprise
Ameriprise
Minnesota
$3.32M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$818K
5
BCM
Bluefin Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$41K +$257 +20 +0.6%
HI
127
Harbour Investments
Wisconsin
$34.1K – – –
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$31.1K +$31.1K +2,430 New
GWM
129
Geneos Wealth Management
Colorado
$19.2K – – –
SWA
130
SOA Wealth Advisors
New York
$16K – – –
BC
131
Barrett & Company
Rhode Island
$12.8K – – –
CCA
132
Column Capital Advisors
Indiana
$12.8K – – –
OLVIG
133
Oliver Lagore Vanvalin Investment Group
Michigan
$12.8K – – –
CBT
134
CoreFirst Bank & Trust
Kansas
$12K – – –
JPMorgan Chase & Co
135
JPMorgan Chase & Co
New York
$11.5K – – –
BBHC
136
Brown Brothers Harriman & Co
New York
$11.2K +$11.2K +875 New
AF
137
Allworth Financial
California
$10.8K – – –
RFA
138
Register Financial Advisors
Georgia
$9.59K – – –
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
SIS
140
Sound Income Strategies
Florida
$8.63K – – –
FCA
141
FinTrust Capital Advisors
South Carolina
$7.58K – – –
SWM
142
Spire Wealth Management
Virginia
$6.61K – – –
LWANC
143
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.11K – – –
KFI
144
Key Financial Inc
Pennsylvania
$4.26K – – –
BAM
145
Bellevue Asset Management
Washington
$4.26K – – –
TF
146
Tompkins Financial
New York
$3.83K – – –
SCA
147
Stonebridge Capital Advisors
Minnesota
$3.83K – – –
TRCT
148
Tower Research Capital (TRC)
New York
$243 -$128 -10 -34%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$13 -$13 -1 -50%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
– -$280K -22,190 Closed
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