ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

159 hedge funds and large institutions have $243M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
48
Reduced
52
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.1M
2
CA
2
Cornerstone Advisors
North Carolina
$20.1M
3
LPL Financial
3
LPL Financial
California
$18.7M
4
PS
4
Principal Securities
Iowa
$5.46M
5
BWG
5
Balanced Wealth Group
Ohio
$5.23M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.19M
2
SIA
2
Sit Investment Associates
Minnesota
$2.72M
3
IGWM
3
ICA Group Wealth Management
Colorado
$330K
4
EC
4
Elequin Capital
New York
$298K
5
WAM
5
Wolverine Asset Management
Illinois
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.1M 3,413,998 +1,747,876 +105%
CA
2
Cornerstone Advisors
North Carolina
$20.1M 1,627,245 +679,028 +72%
LPL Financial
3
LPL Financial
California
$18.7M 1,514,518 +639,167 +73%
Invesco
4
Invesco
Georgia
$14.9M 1,205,540 +141,042 +13%
GC
5
Guggenheim Capital
Illinois
$12M 974,713 +61,955 +7%
Bank of America
6
Bank of America
North Carolina
$8.33M 675,610 +30,832 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.24M 668,605 +171,122 +34%
UBS Group
8
UBS Group
Switzerland
$7.54M 611,563 -16,161 -3%
PS
9
Principal Securities
Iowa
$5.46M 442,901 +442,901 New
BWG
10
Balanced Wealth Group
Ohio
$5.23M 424,045 +424,045 New
Osaic Holdings
11
Osaic Holdings
Arizona
$5.19M 420,760 -116,628 -22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.06M 410,334 -26,862 -6%
RJA
13
Raymond James & Associates
Florida
$4.67M 378,918 -13,178 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.04M 327,599 -27,688 -8%
Franklin Resources
15
Franklin Resources
California
$3.86M 313,032 -17,813 -5%
Wells Fargo
16
Wells Fargo
California
$3.48M 282,255 +33,961 +14%
SFS
17
Shaker Financial Services
Virginia
$3.48M 281,978 +135,463 +92%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.44M 278,752 +10,619 +4%
KIM
19
Karpus Investment Management
New York
$3.37M 273,432 +58,462 +27%
Truist Financial
20
Truist Financial
North Carolina
$3.33M 270,457 +3,178 +1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.12M 253,297 +3,326 +1%
Mariner
22
Mariner
Kansas
$2.98M 241,796 -25,557 -10%
Ameriprise
23
Ameriprise
Minnesota
$2.81M 227,566 -12,217 -5%
NGA
24
Naples Global Advisors
Florida
$2.79M 226,363 -14,050 -6%
SIA
25
Sit Investment Associates
Minnesota
$2.72M 220,915 -102,549 -32%
1
2 3 4 5