ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

88 hedge funds and large institutions have $118M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
14
Increased
27
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTI
1
Fiduciary Trust International
Massachusetts
$4.13M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$8.27M
3
UBS Group
3
UBS Group
Switzerland
$3.04M
4
SCI
4
Stableford Capital II
Arizona
$629K
5
LPL Financial
5
LPL Financial
California
$5.47M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$8.81M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.13M
3
Cohen & Steers
3
Cohen & Steers
New York
$11.7M
4
Invesco
4
Invesco
Georgia
$8.45M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$16.7M 1,127,684 +26,558 +2%
Cohen & Steers
2
Cohen & Steers
New York
$11.7M 787,696 -134,714 -15%
GC
3
Guggenheim Capital
Illinois
$8.81M 593,514 -206,358 -26%
Invesco
4
Invesco
Georgia
$8.45M 569,650 -108,822 -16%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$8.27M 556,902 +141,706 +34%
LPL Financial
6
LPL Financial
California
$5.47M 365,889 +28,846 +9%
Morgan Stanley
7
Morgan Stanley
New York
$5.13M 345,474 -205,902 -37%
FTI
8
Fiduciary Trust International
Massachusetts
$4.13M 278,192 +154,535 +125%
MIAN
9
Mariner Independent Advisor Network
Kansas
$4.06M 273,230 -17,360 -6%
Wells Fargo
10
Wells Fargo
California
$3.56M 239,878 -6,347 -3%
JWM
11
Jacobus Wealth Management
Wisconsin
$3.4M 229,116 -1,768 -0.8%
UBS Group
12
UBS Group
Switzerland
$3.04M 205,062 +57,074 +39%
Ameriprise
13
Ameriprise
Minnesota
$2.92M 197,147 +6,907 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.9M 195,315 +6,387 +3%
NGA
15
Naples Global Advisors
Florida
$2.58M 173,915 +1,450 +0.8%
UAS
16
United Asset Strategies
New York
$1.93M 130,017 +4,883 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.66M 111,995 -36,462 -25%
OC
18
Oppenheimer & Co
New York
$1.63M 109,750 +4,500 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.61M 108,324 +2,650 +3%
RJA
20
Raymond James & Associates
Florida
$1.44M 97,072 – –
VC
21
Vicus Capital
Pennsylvania
$1.31M 88,228 -2,739 -3%
MFS
22
MSI Financial Services
Massachusetts
$1.22M 82,238 -15,436 -16%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$739K 49,809 -32,561 -40%
Goldman Sachs
24
Goldman Sachs
New York
$737K 49,651 +8,851 +22%
EFS
25
Essex Financial Services
Connecticut
$736K 49,600 -13,825 -22%
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