ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

69 hedge funds and large institutions have $132M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.91M
2
JWM
2
Jacobus Wealth Management
Wisconsin
$2.35M
3
LPL Financial
3
LPL Financial
California
$7.2M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$433K
5
AIG
5
American International Group
New York
$530K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$10.6M
2
Invesco
2
Invesco
Georgia
$13.9M
3
RVP
3
Relative Value Partners
Illinois
$0
4
U
4
UBS
Switzerland
$7.16M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$18.1M 1,275,752 -55,663 -4%
Cohen & Steers
2
Cohen & Steers
New York
$17.8M 1,254,310 -2,087 -0.2%
Invesco
3
Invesco
Georgia
$13.9M 976,588 -237,470 -20%
AAM
4
Advisors Asset Management
Colorado
$10.6M 747,964 -250,091 -25%
Bank of America
5
Bank of America
North Carolina
$9.91M 698,121 +105,398 +18%
Morgan Stanley
6
Morgan Stanley
New York
$9.4M 662,157 -25,949 -4%
LPL Financial
7
LPL Financial
California
$7.2M 506,737 +36,800 +8%
U
8
UBS
Switzerland
$7.16M 503,920 -107,846 -18%
Wells Fargo
9
Wells Fargo
California
$4.91M 345,915 +20,768 +6%
FTI
10
Fiduciary Trust International
Massachusetts
$4.01M 282,585 -14,500 -5%
RJA
11
Raymond James & Associates
Florida
$3.09M 217,684 -27,977 -11%
JWM
12
Jacobus Wealth Management
Wisconsin
$2.35M 165,367 +93,312 +130%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.31M 162,845 -2,454 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.01M 141,177 +2,183 +2%
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$1.49M 104,568 -57,562 -36%
IMS
16
Index Management Solutions
Pennsylvania
$1.32M 92,940 +24,381 +36%
WS
17
Wedbush Securities
California
$1.22M 86,084 +1,373 +2%
Ameriprise
18
Ameriprise
Minnesota
$1.15M 81,176 +11,258 +16%
B
19
Baird
Wisconsin
$1.11M 77,949 +16,401 +27%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$960K 67,595 -14,534 -18%
VC
21
Vicus Capital
Pennsylvania
$782K 55,096 +30,203 +121%
EVM
22
Eaton Vance Management
Massachusetts
$740K 50,560 – –
WA
23
WFG Advisors
Texas
$732K 51,536 +489 +1%
HC
24
HHG & Company
Connecticut
$556K 39,098 – –
AIG
25
American International Group
New York
$530K 37,346 +30,273 +428%
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