ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

153 hedge funds and large institutions have $239M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 19 closing their positions.

Holders
153
Holders Change
-6
Holders Change %
-3.77%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
58
Reduced
41
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$26.7M
2
WS
2
Wedbush Securities
California
$2.01M
3
SFS
3
Shaker Financial Services
Virginia
$4.64M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.31M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.8M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
Invesco
3
Invesco
Georgia
$13.9M
4
IC
4
IEQ Capital
California
$1.77M
5
AAM
5
Advisors Asset Management
Colorado
$942K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisors
North Carolina
$26.7M 2,064,948 +437,703 +27%
Morgan Stanley
2
Morgan Stanley
New York
$21.8M 1,688,979 -1,725,019 -51%
LPL Financial
3
LPL Financial
California
$20.4M 1,581,327 +66,809 +4%
Invesco
4
Invesco
Georgia
$13.9M 1,075,974 -129,566 -11%
GC
5
Guggenheim Capital
Illinois
$12.6M 972,244 -2,469 -0.3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.95M 691,886 +23,281 +3%
Bank of America
7
Bank of America
North Carolina
$8.55M 661,397 -14,213 -2%
UBS Group
8
UBS Group
Switzerland
$7.49M 579,524 -32,039 -5%
PS
9
Principal Securities
Iowa
$6.34M 490,307 +47,406 +11%
BWG
10
Balanced Wealth Group
Ohio
$6.09M 489,265 +65,220 +15%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.43M 420,220 -540 -0.1%
RJA
12
Raymond James & Associates
Florida
$4.96M 383,923 +5,005 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.95M 382,615 -27,719 -7%
SFS
14
Shaker Financial Services
Virginia
$4.64M 358,786 +76,808 +27%
Franklin Resources
15
Franklin Resources
California
$4.08M 315,461 +2,429 +0.8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.96M 305,854 -21,745 -7%
Wells Fargo
17
Wells Fargo
California
$3.85M 297,931 +15,676 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.68M 284,656 +66,949 +31%
KIM
19
Karpus Investment Management
New York
$3.52M 272,180 -1,252 -0.5%
LCM
20
Landscape Capital Management
New Jersey
$3.5M 270,591 +66,705 +33%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.41M 264,012 -14,740 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.35M 258,989 +5,692 +2%
Truist Financial
23
Truist Financial
North Carolina
$3.24M 250,683 -19,774 -7%
Ameriprise
24
Ameriprise
Minnesota
$2.89M 222,808 -4,758 -2%
NGA
25
Naples Global Advisors
Florida
$2.87M 222,013 -4,350 -2%
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