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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

83 hedge funds and large institutions have $124M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

0% less capital invested

Capital invested by funds: $124M → $124M (-$94.5K)

0.29% less ownership

Funds ownership: 13.18%12.89% (-0.29%)

5% less funds holding

Funds holding: 8783 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
34
Reduced
24
Closed
7
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
$16.6M +$297K +19,998 +2%
Cohen & Steers
2
Cohen & Steers
New York
$13.9M -$601K -40,427 -4%
GC
3
Guggenheim Capital
Illinois
$12.1M -$250K -16,792 -2%
Invesco
4
Invesco
Georgia
$10.2M +$9.6K +645 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$8.32M -$2.24M -150,851 -21%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$6.26M +$247K +16,603 +4%
LPL Financial
7
LPL Financial
California
$5.02M +$1.2M +80,559 +31%
MIAN
8
Mariner Independent Advisor Network
Kansas
$4.38M +$192K +12,901 +5%
Wells Fargo
9
Wells Fargo
California
$3.72M +$167K +11,210 +5%
JWM
10
Jacobus Wealth Management
Wisconsin
$3.48M +$162K +10,868 +5%
Ameriprise
11
Ameriprise
Minnesota
$2.87M +$193K +12,949 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.85M -$19.9K -1,338 -0.7%
NGA
13
Naples Global Advisors
Florida
$2.6M +$66.3K +4,455 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.24M +$127K +8,509 +6%
UBS Group
15
UBS Group
Switzerland
$2.23M -$90.5K -6,086 -4%
UAS
16
United Asset Strategies
New York
$1.89M +$230K +15,429 +14%
FTI
17
Fiduciary Trust International
Massachusetts
$1.87M -$2.3M -154,535 -56%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.59M -$13.6K -917 -0.9%
OC
19
Oppenheimer & Co
New York
$1.59M +$245K +16,500 +19%
MFS
20
MSI Financial Services
Massachusetts
$1.47M +$1.09M +73,259 +300%
RJA
21
Raymond James & Associates
Florida
$1.47M +$222K +14,933 +18%
VC
22
Vicus Capital
Pennsylvania
$1.37M +$82.7K +5,559 +7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.24M -$40.4K -2,717 -3%
EFS
24
Essex Financial Services
Connecticut
$957K -$257K -17,250 -21%
C
25
CFO4Life
Texas
$712K -$149 -10 -0%