ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

165 hedge funds and large institutions have $260M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
58
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$4.8M
2
SWP
Stratos Wealth Partners
Ohio
$1.71M
3
Invesco
Invesco
Georgia
$19.4M
4
PAG
Private Advisor Group
New Jersey
$2.05M
5
ACM
Arlington Capital Management
Illinois
$883K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
$16.7M
2
LCM
Landscape Capital Management
New Jersey
$216K
3
SFS
Shaker Financial Services
Virginia
$4.16M
4
BRWA
B. Riley Wealth Advisors
Florida
$403K
5
KAS
Kestra Advisory Services
Texas
$408K
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
151
Hazlett, Burt & Watson
West Virginia
$14K +$308 +23 +2%
BCM
152
Blume Capital Management
California
$13.8K – – –
GI
153
GAMMA Investing
California
$13.8K – – –
CBT
154
CoreFirst Bank & Trust
Kansas
$12.9K +$12.9K +937 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$8.78K – – –
SWM
157
Spire Wealth Management
Virginia
$7.14K – – –
LFG
158
Larson Financial Group
Missouri
$6.9K – – –
AF
159
Allworth Financial
California
$6.9K +$6.9K +500 New
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.52K – – –
BAM
161
Bellevue Asset Management
Washington
$4.6K – – –
SRCM
162
Signature Resources Capital Management
California
$3.11K – – –
TRCT
163
Tower Research Capital (TRC)
New York
$124 +$124 +9 New
DF
164
DecisionPoint Financial
Arizona
$113 – – –
HNB
165
Huntington National Bank
Ohio
$14 -$14 – –
Fidelity Investments
166
Fidelity Investments
Massachusetts
$14 +$14 +1 New
Two Sigma Investments
167
Two Sigma Investments
New York
– -$337K -24,623 Closed
BWS
168
BCR Wealth Strategies
Alabama
– -$219K -16,035 Closed
Nomura Holdings
169
Nomura Holdings
Japan
– -$205K -15,000 Closed
Balyasny Asset Management
170
Balyasny Asset Management
Illinois
– -$172K -12,590 Closed
NWMG
171
National Wealth Management Group
Ohio
– -$164K -12,024 Closed
WB
172
WesBanco Bank
West Virginia
– -$157K -11,470 Closed
SWP
173
Semus Wealth Partners
Florida
– -$154K -11,244 Closed
TSWM
174
Tyler-Stone Wealth Management
Ohio
– -$34.9K -2,555 Closed
US Bancorp
175
US Bancorp
Minnesota
– -$30.1K -2,205 Closed
4 5 6
7
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