We are live on ! Find out more
ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

177 hedge funds and large institutions have $293M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

13% more capital invested

Capital invested by funds: $260M → $293M (+$32.5M)

7% more funds holding

Funds holding: 165177 (+12)

0.28% more ownership

Funds ownership: 17.11%17.39% (+0.28%)

Holders
177
Holders Change
+12
Holders Change %
+7.27%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
57
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$3.02M
NGA
27
Naples Global Advisors
Florida
$2.98M -$28.7K -2,035 -1%
SFS
28
Shaker Financial Services
Virginia
$2.77M -$1.54M -108,801 -36%
Mariner
29
Mariner
Kansas
$2.33M +$50.1K +3,552 +2%
IPA
30
Investment Planning Advisors
Georgia
$2.2M -$1.44K -102 -0.1%
PAG
31
Private Advisor Group
New Jersey
$2.15M +$13.3K +942 +0.6%
BPA
32
Beacon Pointe Advisors
California
$2.11M -$624K -44,226 -23%
IC
33
IEQ Capital
California
$1.86M -$79.9K -5,663 -4%
SWP
34
Stratos Wealth Partners
Ohio
$1.78M -$9.98K -707 -0.6%
MA
35
Mutual Advisors
Nebraska
$1.76M +$24.4K +1,729 +1%
S
36
SharpePoint
Arizona
$1.76M +$1.72M +121,845 New
WS
37
Wedbush Securities
California
$1.68M +$299K +21,201 +22%
OWA
38
Outlook Wealth Advisors
Texas
$1.51M -$63.3K -4,484 -4%
OWP
39
Obermeyer Wealth Partners
Colorado
$1.43M -$20.3K -1,439 -1%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.41M +$16.9K +1,194 +1%
AAM
41
Advisors Asset Management
Colorado
$1.35M -$23.2K -1,647 -2%
CAM
42
Cresset Asset Management
Illinois
$1.18M +$23.8K +1,685 +2%
PIWA
43
Prevail Innovative Wealth Advisors
Kansas
$1.11M +$367K +25,981 +51%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.01M -$20.9K -1,481 -2%
ACM
45
Arlington Capital Management
Illinois
$995K +$72K +5,102 +8%
CRC
46
Curi RMB Capital
Illinois
$965K +$1.98K +140 +0.2%
OC
47
Oppenheimer & Co
New York
$951K -$41.7K -2,954 -4%
Stifel Financial
48
Stifel Financial
Missouri
$911K +$45.4K +3,216 +5%
MWM
49
Meridian Wealth Management
Kentucky
$900K +$137K +9,694 +18%
KAS
50
Kestra Advisory Services
Texas
$896K +$460K +32,570 +110%