ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

154 hedge funds and large institutions have $204M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 19 closing their positions.

Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
61
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.43M
2
GC
2
Guggenheim Capital
Illinois
$14.2M
3
PFP
3
Paragon Financial Partners
California
$7.15M
4
LPL Financial
4
LPL Financial
California
$8.77M
5
Wells Fargo
5
Wells Fargo
California
$3.62M

Top Sellers

1
RA
1
RFG Advisory
Alabama
$0
2
AWM
2
Axxcess Wealth Management
California
$0
3
HH
3
Hilltop Holdings
Texas
$921K
4
Creative Planning
4
Creative Planning
Kansas
$168K
5
OWA
5
Outlook Wealth Advisors
Texas
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.3M 1,503,247 +17,044 +1%
Morgan Stanley
2
Morgan Stanley
New York
$16.8M 1,240,995 -17,497 -1%
GC
3
Guggenheim Capital
Illinois
$14.2M 1,049,764 +70,188 +7%
Invesco
4
Invesco
Georgia
$9.93M 735,140 -17,206 -2%
UBS Group
5
UBS Group
Switzerland
$9.75M 721,431 +36,544 +5%
Ameriprise
6
Ameriprise
Minnesota
$9.64M 713,440 +41,083 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.05M 669,767 +11,780 +2%
LPL Financial
8
LPL Financial
California
$8.77M 649,003 +64,851 +11%
PFP
9
Paragon Financial Partners
California
$7.15M 529,488 +69,109 +15%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.13M 453,186 +9,369 +2%
MIAN
11
Mariner Independent Advisor Network
Kansas
$4.9M 348,995 +25,906 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.77M 352,814 +25,485 +8%
Franklin Resources
13
Franklin Resources
California
$4.51M 333,630 +4,750 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.24M 313,946 +17,722 +6%
RJA
15
Raymond James & Associates
Florida
$4.06M 300,816 +13,111 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.78M 279,671 -8,794 -3%
NGA
17
Naples Global Advisors
Florida
$3.73M 276,373 +5,470 +2%
Wells Fargo
18
Wells Fargo
California
$3.62M 267,727 +53,102 +25%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.24M 239,677 +11,284 +5%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.2M 236,587 -12,962 -5%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$2.43M 180,171 +116,829 +184%
BPA
22
Beacon Pointe Advisors
California
$2.36M 174,236 +3,915 +2%
CAN
23
Cetera Advisor Networks
California
$2.19M 161,857 +17,925 +12%
OC
24
Oppenheimer & Co
New York
$2.08M 154,004 -250 -0.2%
MA
25
Mutual Advisors
Nebraska
$2.02M 149,772 +1,947 +1%
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