ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

153 hedge funds and large institutions have $239M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-6
Holders Change %
-3.77%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
58
Reduced
41
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$5.66M
2
WS
Wedbush Securities
California
+$1.2M
3
SFS
Shaker Financial Services
Virginia
+$993K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$925K
5
Cohen & Steers
Cohen & Steers
New York
+$886K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$22.3M
2
SIA
Sit Investment Associates
Minnesota
-$2.72M
3
Invesco
Invesco
Georgia
-$1.68M
4
IC
IEQ Capital
California
-$823K
5
AAM
Advisors Asset Management
Colorado
-$566K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
126
Tyler-Stone Wealth Management
Ohio
$33K -$6.47K -500 -16%
CA
127
CoreCap Advisors
Michigan
$32.4K +$32.4K +2,508 New
CWC
128
Carolinas Wealth Consulting
North Carolina
$29K – – –
US Bancorp
129
US Bancorp
Minnesota
$28.5K -$22.6K -1,749 -44%
BFEC
130
Benjamin F. Edwards & Company
Missouri
$28K +$1.8K +139 +7%
HGERS
131
Householder Group Estate & Retirement Specialist
Arizona
$17.6K – – –
HBW
132
Hazlett, Burt & Watson
West Virginia
$17K +$17K +1,300 New
SWA
133
SOA Wealth Advisors
New York
$16.2K – – –
TRCT
134
Tower Research Capital (TRC)
New York
$13.6K +$13.6K +1,049 +20,980%
BEI
135
Benjamin Edwards Inc
Missouri
$13K +$13K +1,000 New
BC
136
Barrett & Company
Rhode Island
$12.9K – – –
BCM
137
Blume Capital Management
California
$12.9K – – –
OLVIG
138
Oliver Lagore Vanvalin Investment Group
Michigan
$12.9K – – –
GI
139
GAMMA Investing
California
$12.9K +$12.9K +1,000 New
CBT
140
CoreFirst Bank & Trust
Kansas
$12.1K – – –
JPMorgan Chase & Co
141
JPMorgan Chase & Co
New York
$11.5K +$3.23K +250 +39%
RFA
142
Register Financial Advisors
Georgia
$9.7K +$9.7K +750 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
SIS
144
Sound Income Strategies
Florida
$8.73K – – –
FCA
145
FinTrust Capital Advisors
South Carolina
$7.98K – – –
SWM
146
Spire Wealth Management
Virginia
$6.69K – – –
GWM
147
Geneos Wealth Management
Colorado
$6.47K -$12.9K -1,000 -67%
CJ
148
Caitlin John
Michigan
$5.83K – – –
LWANC
149
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.17K – – –
BAM
150
Bellevue Asset Management
Washington
$4.31K – – –
3 4 5
6
7