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 %
SRCM
151
Signature Resources Capital Management
California
$2.77K – – –
DF
152
DecisionPoint Financial
Arizona
$101 – – –
Fidelity Investments
153
Fidelity Investments
Massachusetts
$13 -$26 -2 -67%
HNB
154
Huntington National Bank
Ohio
$13 -$12 – –
SIA
155
Sit Investment Associates
Minnesota
– -$2.72M -220,915 Closed
MWM
156
Meridian Wealth Management
Kentucky
– -$443K -35,942 Closed
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
– -$395K -31,998 Closed
EC
158
Elequin Capital
New York
– -$298K -24,191 Closed
Cerity Partners
159
Cerity Partners
New York
– -$234K -18,999 Closed
AAS
160
Avantax Advisory Services
Texas
– -$233K -18,860 Closed
AWA
161
Arete Wealth Advisors
Illinois
– -$224K -18,199 Closed
SWM
162
SeaCrest Wealth Management
New York
– -$219K -17,880 Closed
WAM
163
Worth Asset Management
Texas
– -$170K -13,758 Closed
AWM
164
AE Wealth Management
Kansas
– -$168K -13,474 Closed
HH
165
Hilltop Holdings
Texas
– -$158K -12,814 Closed
VF
166
Virtu Financial
New York
– -$154K -12,507 Closed
CAS
167
CTC Alternative Strategies
Illinois
– -$141K -11,456 Closed
RG
168
Retirement Group
California
– -$55.6K -4,508 Closed
TC
169
Truvestments Capital
Florida
– -$49.3K -4,000 Closed
ASN
170
Advisory Services Network
Georgia
– -$40.8K -3,308 Closed
NFA
171
Northwest Financial Advisors
Virginia
– -$21K -1,700 Closed
BBHC
172
Brown Brothers Harriman & Co
New York
– -$10.8K -875 Closed
AAP
173
Arax Advisory Partners
Colorado
– -$814 -66 Closed
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