ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

176 hedge funds and large institutions have $292M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
176
Holders Change
+11
Holders Change %
+6.67%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
23
Increased
57
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$14.2M
2
PFP
2
Paragon Financial Partners
California
$11.1M
3
SIM
3
Sims Investment Management
Ohio
$5.66M
4
KCPT
4
Kingstone Capital Partners Texas
Texas
$3.26M
5
GC
5
Guggenheim Capital
Illinois
$19M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$149K
2
CA
2
Cornerstone Advisors
North Carolina
$12.2M
3
SFS
3
Shaker Financial Services
Virginia
$2.77M
4
IWP
4
Innova Wealth Partners
Pennsylvania
$0
5
BPA
5
Beacon Pointe Advisors
California
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$3.03M 209,931 – –
NGA
27
Naples Global Advisors
Florida
$2.98M 206,563 -2,035 -1%
SFS
28
Shaker Financial Services
Virginia
$2.77M 192,501 -108,801 -36%
Mariner
29
Mariner
Kansas
$2.33M 161,838 +3,552 +2%
IPA
30
Investment Planning Advisors
Georgia
$2.2M 152,979 -102 -0.1%
PAG
31
Private Advisor Group
New Jersey
$2.15M 149,450 +942 +0.6%
BPA
32
Beacon Pointe Advisors
California
$2.11M 146,141 -44,226 -23%
IC
33
IEQ Capital
California
$1.86M 129,302 -5,663 -4%
SWP
34
Stratos Wealth Partners
Ohio
$1.78M 123,500 -707 -0.6%
MA
35
Mutual Advisors
Nebraska
$1.76M 123,623 +1,729 +1%
S
36
SharpePoint
Arizona
$1.76M 121,845 +121,845 New
WS
37
Wedbush Securities
California
$1.68M 116,468 +21,201 +22%
OWA
38
Outlook Wealth Advisors
Texas
$1.51M 105,011 -4,484 -4%
OWP
39
Obermeyer Wealth Partners
Colorado
$1.43M 99,373 -1,439 -1%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.41M 97,966 +1,194 +1%
AAM
41
Advisors Asset Management
Colorado
$1.35M 93,766 -1,647 -2%
CAM
42
Cresset Asset Management
Illinois
$1.18M 81,690 +1,685 +2%
PIWA
43
Prevail Innovative Wealth Advisors
Kansas
$1.11M 76,806 +25,981 +51%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.01M 70,006 -1,481 -2%
ACM
45
Arlington Capital Management
Illinois
$995K 69,065 +5,102 +8%
CRC
46
Curi RMB Capital
Illinois
$965K 66,961 +140 +0.2%
OC
47
Oppenheimer & Co
New York
$951K 66,003 -2,954 -4%
Stifel Financial
48
Stifel Financial
Missouri
$911K 63,220 +3,216 +5%
MWM
49
Meridian Wealth Management
Kentucky
$900K 62,437 +9,694 +18%
KAS
50
Kestra Advisory Services
Texas
$896K 62,161 +32,570 +110%
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