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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

87 hedge funds and large institutions have $124M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.59% less ownership

Funds ownership: 13.77%13.18% (-0.59%)

4% less capital invested

Capital invested by funds: $129M → $124M (-$4.91M)

2% less funds holding

Funds holding: 8987 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
33
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16M -$826K -55,860 -5%
Cohen & Steers
2
Cohen & Steers
New York
$14.2M
GC
3
Guggenheim Capital
Illinois
$12.1M -$2.55M -172,193 -17%
Morgan Stanley
4
Morgan Stanley
New York
$10.4M -$48.9K -3,310 -0.5%
Invesco
5
Invesco
Georgia
$10M +$474K +32,052 +5%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$5.89M +$327K +22,127 +6%
FTI
7
Fiduciary Trust International
Massachusetts
$4.11M -$1.48M -100,000 -26%
MIAN
8
Mariner Independent Advisor Network
Kansas
$4.1M +$2.09M +141,132 +103%
LPL Financial
9
LPL Financial
California
$3.77M -$3.82M -258,532 -50%
Wells Fargo
10
Wells Fargo
California
$3.47M -$549K -37,105 -14%
JWM
11
Jacobus Wealth Management
Wisconsin
$3.25M -$68.3K -4,621 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.81M +$182K +12,297 +7%
Ameriprise
13
Ameriprise
Minnesota
$2.62M +$155K +10,467 +6%
NGA
14
Naples Global Advisors
Florida
$2.48M +$80.8K +5,465 +3%
UBS Group
15
UBS Group
Switzerland
$2.28M -$172K -11,610 -7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.07M +$58.2K +3,939 +3%
UAS
17
United Asset Strategies
New York
$1.62M +$233K +15,744 +17%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.57M +$118K +8,010 +8%
OC
19
Oppenheimer & Co
New York
$1.31M -$12.6K -850 -0.9%
VC
20
Vicus Capital
Pennsylvania
$1.26M +$6.95K +470 +0.6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.26M +$184K +12,475 +17%
RJA
22
Raymond James & Associates
Florida
$1.21M +$389K +26,300 +47%
EFS
23
Essex Financial Services
Connecticut
$1.19M -$196K -13,250 -14%
C
24
CFO4Life
Texas
$697K +$15.3K +1,037 +2%
Goldman Sachs
25
Goldman Sachs
New York
$691K -$580K -39,215 -46%