ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

159 hedge funds and large institutions have $243M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
48
Reduced
52
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.1M
2
CA
2
Cornerstone Advisors
North Carolina
$20.1M
3
LPL Financial
3
LPL Financial
California
$18.7M
4
PS
4
Principal Securities
Iowa
$5.46M
5
BWG
5
Balanced Wealth Group
Ohio
$5.23M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.19M
2
SIA
2
Sit Investment Associates
Minnesota
$2.72M
3
IGWM
3
ICA Group Wealth Management
Colorado
$330K
4
EC
4
Elequin Capital
New York
$298K
5
WAM
5
Wolverine Asset Management
Illinois
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
126
Montag & Associates
Georgia
$85.1K 6,900 +1,000 +17%
RG
127
Retirement Group
California
$55.6K 4,508 – –
TC
128
Truvestments Capital
Florida
$49.3K 4,000 +4,000 New
US Bancorp
129
US Bancorp
Minnesota
$48.8K 3,954 – –
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$43.8K 3,550 – –
PGAM
131
Princeton Global Asset Management
New Jersey
$42.9K 3,479 – –
ASN
132
Advisory Services Network
Georgia
$40.8K 3,308 +3,308 New
TSWM
133
Tyler-Stone Wealth Management
Ohio
$37.7K 3,055 -265 -8%
HI
134
Harbour Investments
Wisconsin
$32.9K 2,671 – –
CWC
135
Carolinas Wealth Consulting
North Carolina
$27.6K 2,242 – –
BFEC
136
Benjamin F. Edwards & Company
Missouri
$25K 2,025 -98 -5%
NFA
137
Northwest Financial Advisors
Virginia
$21K 1,700 +1,700 New
GWM
138
Geneos Wealth Management
Colorado
$18.5K 1,500 – –
HGERS
139
Householder Group Estate & Retirement Specialist
Arizona
$16K 1,361 – –
SWA
140
SOA Wealth Advisors
New York
$15.4K 1,250 – –
BC
141
Barrett & Company
Rhode Island
$12.3K 1,000 – –
OLVIG
142
Oliver Lagore Vanvalin Investment Group
Michigan
$12.3K 1,000 – –
BCM
143
Blume Capital Management
California
$12.3K 1,000 +1,000 New
MSG
144
Main Street Group
Virginia
$12.1K 980 +980 New
CBT
145
CoreFirst Bank & Trust
Kansas
$11.6K 937 – –
BBHC
146
Brown Brothers Harriman & Co
New York
$10.8K 875 – –
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$9K 700 -294 -30%
SIS
148
Sound Income Strategies
Florida
$8.32K 675 – –
JPMorgan Chase & Co
149
JPMorgan Chase & Co
New York
$7.84K 636 -260 -29%
FCA
150
FinTrust Capital Advisors
South Carolina
$7.61K 617 – –
3 4 5
6
7