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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

181 hedge funds and large institutions have $304M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 48

0.06% more ownership

Funds ownership: 18.79%18.85% (+0.06%)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

3% less capital invested

Capital invested by funds: $315M → $304M (-$10.8M)

1% less funds holding

Funds holding: 183181 (-2)

Holders
181
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
69
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.7M -$118K -8,215 -0.5%
LPL Financial
2
LPL Financial
California
$23.5M -$1.15M -79,966 -4%
Invesco
3
Invesco
Georgia
$20.2M -$493K -34,278 -2%
GC
4
Guggenheim Capital
Illinois
$18.3M +$431K +29,994 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$15.8M +$646K +44,924 +4%
PFP
6
Paragon Financial Partners
California
$14.5M +$751K +52,191 +6%
Bank of America
7
Bank of America
North Carolina
$9.84M +$265K +18,451 +3%
PS
8
Principal Securities
Iowa
$8.42M -$394K -27,382 -4%
BWG
9
Balanced Wealth Group
Ohio
$8.3M +$503K +34,974 +6%
UBS Group
10
UBS Group
Switzerland
$7.19M +$276K +19,174 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.39M +$2.38M +165,124 +55%
Ameriprise
12
Ameriprise
Minnesota
$6.19M +$232K +16,132 +4%
Wells Fargo
13
Wells Fargo
California
$5.97M +$5.25K +365 +0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.89M -$109K -7,571 -2%
SPIA
15
Steward Partners Investment Advisory
New York
$5.79M +$1.26M +87,542 +26%
MML Investors Services
16
MML Investors Services
Massachusetts
$5.46M -$925K -64,315 -14%
SIM
17
Sims Investment Management
Ohio
$5.3M -$14.1K -982 -0.3%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.96M -$1.46M -101,499 -22%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.65M +$3.16M +219,413 +182%
Truist Financial
20
Truist Financial
North Carolina
$4.34M -$10.5K -728 -0.2%
KCPT
21
Kingstone Capital Partners Texas
Texas
$4.2M +$775K +53,894 +21%
Franklin Resources
22
Franklin Resources
California
$4.07M +$57.1K +3,967 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.65M +$216K +15,047 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.55M +$40.5K +2,818 +1%
WAM
25
Wolverine Asset Management
Illinois
$3.49M -$1.12M -77,890 -23%

ETV Hedge Fund Activity: Q1 2026 in Review

181 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2026, worth a combined $304M — down 3.4% from $315M a quarter earlier.

Fund positioning in ETV was balanced in Q1 2026: 19 funds opened new positions, 19 closed out, 69 added to existing stakes and 48 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.16M. The largest seller was Readystate Asset Management, cutting an estimated $3.1M.

  • 181 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2026, down from 183 in Q4 2025.
  • Funds reported $304M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2026, down 3.4% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2026 and 19 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2026 was Cetera Investment Advisers, an estimated $3.16M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2026 was Readystate Asset Management, an estimated $3.1M sold.

Based on aggregated 13F filings for Q1 2026.