ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

156 hedge funds and large institutions have $259M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
46
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$17.9M
2
IPA
2
Investment Planning Advisors
Georgia
$2.09M
3
GC
3
Guggenheim Capital
Illinois
$14.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$24.1M
5
LPL Financial
5
LPL Financial
California
$22.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.06M
2
LCM
2
Landscape Capital Management
New Jersey
$2.61M
3
WAM
3
Wolverine Asset Management
Illinois
$291K
4
WS
4
Wedbush Securities
California
$1.46M
5
RJA
5
Raymond James & Associates
Florida
$4.58M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisors
North Carolina
$28.2M 2,064,948 – –
Morgan Stanley
2
Morgan Stanley
New York
$24.1M 1,765,817 +76,838 +5%
LPL Financial
3
LPL Financial
California
$22.6M 1,651,792 +70,465 +4%
Invesco
4
Invesco
Georgia
$17.9M 1,309,481 +233,507 +22%
GC
5
Guggenheim Capital
Illinois
$14.8M 1,085,519 +113,275 +12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.1M 736,696 +44,810 +6%
Bank of America
7
Bank of America
North Carolina
$8.82M 644,884 -16,513 -2%
UBS Group
8
UBS Group
Switzerland
$7.72M 564,795 -14,729 -3%
PS
9
Principal Securities
Iowa
$7.06M 516,387 +26,080 +5%
BWG
10
Balanced Wealth Group
Ohio
$6.48M 500,530 +11,265 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.11M 373,552 -9,063 -2%
SFS
12
Shaker Financial Services
Virginia
$5.05M 369,575 +10,789 +3%
RJA
13
Raymond James & Associates
Florida
$4.58M 334,992 -48,931 -13%
Wells Fargo
14
Wells Fargo
California
$4.25M 310,973 +13,042 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.19M 306,437 +583 +0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.06M 297,181 -123,039 -29%
Franklin Resources
17
Franklin Resources
California
$4.06M 296,995 -18,466 -6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.97M 290,183 +26,171 +10%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.85M 281,749 -2,907 -1%
Truist Financial
20
Truist Financial
North Carolina
$3.85M 281,274 +30,591 +12%
KIM
21
Karpus Investment Management
New York
$3.69M 269,576 -2,604 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.5M 256,001 -2,988 -1%
Ameriprise
23
Ameriprise
Minnesota
$3.1M 226,455 +3,647 +2%
NGA
24
Naples Global Advisors
Florida
$2.97M 217,138 -4,875 -2%
Cohen & Steers
25
Cohen & Steers
New York
$2.87M 209,931 +27,000 +15%
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