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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

91 hedge funds and large institutions have $113M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

0% less capital invested

Capital invested by funds: $113M → $113M (-$213K)

0.53% less ownership

Funds ownership: 11.66%11.13% (-0.53%)

1% less funds holding

Funds holding: 9291 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
39
Reduced
21
Closed
8
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
$18.8M -$146K -9,534 -0.8%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$9.48M +$349K +22,731 +4%
Cohen & Steers
3
Cohen & Steers
New York
$8.31M -$1.94M -126,659 -19%
Invesco
4
Invesco
Georgia
$5.84M -$707K -46,044 -11%
Morgan Stanley
5
Morgan Stanley
New York
$5.77M +$562K +36,632 +11%
FTI
6
Fiduciary Trust International
Massachusetts
$5.5M -$1.67M -108,650 -23%
GC
7
Guggenheim Capital
Illinois
$4.45M -$320K -20,843 -7%
MIAN
8
Mariner Independent Advisor Network
Kansas
$4.04M -$67.7K -4,411 -2%
UBS Group
9
UBS Group
Switzerland
$4M +$45.6K +2,972 +1%
Ameriprise
10
Ameriprise
Minnesota
$3.66M +$794K +51,772 +28%
Wells Fargo
11
Wells Fargo
California
$3.6M +$173K +11,287 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.3M +$168K +10,951 +5%
JWM
13
Jacobus Wealth Management
Wisconsin
$3.03M -$475K -30,927 -14%
NGA
14
Naples Global Advisors
Florida
$2.88M +$15.3K +1,000 +0.5%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.17M +$442K +28,775 +25%
OC
16
Oppenheimer & Co
New York
$1.86M -$38.4K -2,500 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.82M +$58.5K +3,811 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.6M -$47.1K -3,068 -3%
RJA
19
Raymond James & Associates
Florida
$1.48M +$68.8K +4,486 +5%
VC
20
Vicus Capital
Pennsylvania
$1.3M -$41.4K -2,700 -3%
Creative Planning
21
Creative Planning
Kansas
$1.03M +$429K +27,931 +71%
Millennium Management
22
Millennium Management
New York
$860K +$477K +31,112 +124%
FWM
23
Focused Wealth Management
New York
$742K +$167K +10,858 +29%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$673K +$98.1K +6,393 +17%
HH
25
Hilltop Holdings
Texas
$657K +$401K +26,144 +156%