ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

165 hedge funds and large institutions have $260M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
58
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.8M
2
SWP
2
Stratos Wealth Partners
Ohio
$1.71M
3
Invesco
3
Invesco
Georgia
$19.4M
4
PAG
4
Private Advisor Group
New Jersey
$2.05M
5
ACM
5
Arlington Capital Management
Illinois
$883K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$16.7M
2
LCM
2
Landscape Capital Management
New Jersey
$216K
3
SFS
3
Shaker Financial Services
Virginia
$4.16M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$403K
5
KAS
5
Kestra Advisory Services
Texas
$408K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.1M 1,822,228 +56,411 +3%
LPL Financial
2
LPL Financial
California
$22.3M 1,616,162 -35,630 -2%
Invesco
3
Invesco
Georgia
$19.4M 1,407,123 +97,642 +7%
CA
4
Cornerstone Advisors
North Carolina
$16.7M 1,212,836 -852,112 -41%
GC
5
Guggenheim Capital
Illinois
$15.4M 1,114,686 +29,167 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.1M 735,414 -1,282 -0.2%
Bank of America
7
Bank of America
North Carolina
$9.11M 660,357 +15,473 +2%
UBS Group
8
UBS Group
Switzerland
$8.23M 596,183 +31,388 +6%
PS
9
Principal Securities
Iowa
$7.33M 530,957 +14,570 +3%
BWG
10
Balanced Wealth Group
Ohio
$7.22M 523,952 +23,422 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.84M 350,324 -23,228 -6%
PCM
12
Penserra Capital Management
California
$4.8M 347,600 +347,600 New
RJA
13
Raymond James & Associates
Florida
$4.6M 333,676 -1,316 -0.4%
Wells Fargo
14
Wells Fargo
California
$4.44M 322,061 +11,088 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.37M 316,832 +26,649 +9%
Truist Financial
16
Truist Financial
North Carolina
$4.27M 309,313 +28,039 +10%
Franklin Resources
17
Franklin Resources
California
$4.2M 301,227 +4,232 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.19M 303,409 -3,028 -1%
SFS
19
Shaker Financial Services
Virginia
$4.16M 301,302 -68,273 -18%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.97M 287,599 +5,850 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.93M 284,950 -12,231 -4%
KIM
22
Karpus Investment Management
New York
$3.7M 267,872 -1,704 -0.6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.55M 257,300 +1,299 +0.5%
Ameriprise
24
Ameriprise
Minnesota
$3.2M 231,743 +5,288 +2%
Cohen & Steers
25
Cohen & Steers
New York
$2.9M 209,931 – –
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