ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

183 hedge funds and large institutions have $282M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+9
Holders Change %
+5.17%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
55
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.79M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
+$1.53M
3
PFP
Paragon Financial Partners
California
+$1.48M
4
PS
Principal Securities
Iowa
+$996K
5
FFA
Farther Finance Advisors
California
+$780K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$2.27M
2
IPA
Investment Planning Advisors
Georgia
-$1.27M
3
CA
Cornerstone Advisors
North Carolina
-$1.21M
4
KIM
Karpus Investment Management
New York
-$924K
5
UBS Group
UBS Group
Switzerland
-$851K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cornerstone Advisors
North Carolina
$2.29M -$1.21M -87,467 -35%
NGA
27
Naples Global Advisors
Florida
$2.23M -$460K -33,200 -17%
Mariner
28
Mariner
Kansas
$2.2M -$15.8K -1,141 -0.7%
S
29
SharpePoint
Arizona
$2.2M +$24.8K +1,790 +1%
Cohen & Steers
30
Cohen & Steers
New York
$2.18M -$624K -45,000 -22%
PAG
31
Private Advisor Group
New Jersey
$2.15M +$37.7K +2,716 +2%
OWA
32
Outlook Wealth Advisors
Texas
$1.9M -$34.6K -2,492 -2%
BPA
33
Beacon Pointe Advisors
California
$1.85M +$144K +10,378 +8%
IC
34
IEQ Capital
California
$1.82M -$439K -31,673 -19%
PIWA
35
Prevail Innovative Wealth Advisors
Kansas
$1.58M +$215K +15,465 +16%
WS
36
Wedbush Securities
California
$1.57M -$31.1K -2,243 -2%
MA
37
Mutual Advisors
Nebraska
$1.54M -$172K -12,489 -10%
TCBWMS
38
Texas Capital Bank Wealth Management Services
Texas
$1.53M +$1.53M +110,019 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.33M +$408K +29,402 +44%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.3M -$119K -8,567 -8%
CAM
41
Cresset Asset Management
Illinois
$1.18M +$25.9K +1,870 +2%
AAM
42
Advisors Asset Management
Colorado
$1.17M -$135K -9,739 -10%
Stifel Financial
43
Stifel Financial
Missouri
$1.13M +$130K +9,385 +13%
OWP
44
Obermeyer Wealth Partners
Colorado
$1.11M +$69.4K +5,000 +7%
MWM
45
Meridian Wealth Management
Kentucky
$1.09M +$98.5K +7,101 +10%
NA
46
NewEdge Advisors
Louisiana
$999K +$540K +38,967 +118%
KAS
47
Kestra Advisory Services
Texas
$997K +$122K +8,786 +14%
CRC
48
Curi RMB Capital
Illinois
$933K -$48.4K -3,490 -5%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$909K +$721 +52 +0.1%
OC
50
Oppenheimer & Co
New York
$908K – – –
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