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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

176 hedge funds and large institutions have $265M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0.27% less ownership

Funds ownership: 17.39%17.12% (-0.27%)

1% less funds holding

Funds holding: 177176 (-1)

10% less capital invested

Capital invested by funds: $293M → $265M (-$28M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
176
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
55
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$2.67M -$112K -8,000 -4%
NGA
27
Naples Global Advisors
Florida
$2.56M -$178K -12,675 -6%
IC
28
IEQ Capital
California
$2.15M +$473K +33,673 +26%
Mariner
29
Mariner
Kansas
$2.11M -$26.3K -1,875 -1%
S
30
SharpePoint
Arizona
$2.03M +$488K +34,695 +28%
PAG
31
Private Advisor Group
New Jersey
$2.01M +$37.2K +2,649 +2%
OWA
32
Outlook Wealth Advisors
Texas
$1.84M +$479K +34,113 +32%
BPA
33
Beacon Pointe Advisors
California
$1.62M -$325K -23,150 -16%
MA
34
Mutual Advisors
Nebraska
$1.6M +$11.6K +822 +0.7%
WS
35
Wedbush Securities
California
$1.52M -$16.9K -1,202 -1%
IPA
36
Investment Planning Advisors
Georgia
$1.49M -$568K -40,388 -26%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.35M +$59.8K +4,256 +4%
PIWA
38
Prevail Innovative Wealth Advisors
Kansas
$1.3M +$309K +21,964 +29%
AAM
39
Advisors Asset Management
Colorado
$1.24M +$2.95K +210 +0.2%
CAM
40
Cresset Asset Management
Illinois
$1.1M +$24.6K +1,754 +2%
OWP
41
Obermeyer Wealth Partners
Colorado
$994K -$339K -24,093 -24%
SFS
42
Shaker Financial Services
Virginia
$972K -$1.67M -118,883 -62%
Stifel Financial
43
Stifel Financial
Missouri
$949K +$121K +8,602 +14%
MWM
44
Meridian Wealth Management
Kentucky
$943K +$125K +8,923 +14%
CRC
45
Curi RMB Capital
Illinois
$935K +$53.3K +3,791 +6%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$878K +$188K +13,409 +25%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$865K -$63.5K -4,516 -6%
OC
48
Oppenheimer & Co
New York
$865K -$7.69K -547 -0.8%
KAS
49
Kestra Advisory Services
Texas
$834K +$13.6K +967 +2%
AWA
50
Arkadios Wealth Advisors
Georgia
$776K

ETV Hedge Fund Activity: Q1 2025 in Review

176 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2025, worth a combined $265M — down 9.6% from $293M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETV positions and 14 closed out — a net gain of 3 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.21M. The largest seller was Cornerstone Advisors, cutting an estimated $8.31M.

  • 176 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2025, down from 177 in Q4 2024.
  • Funds reported $265M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2025, down 9.6% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2025 and 14 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2025 was Osaic Holdings, an estimated $3.21M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2025 was Cornerstone Advisors, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2025.