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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

185 hedge funds and large institutions have $285M 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, 56 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

8% more capital invested

Capital invested by funds: $265M → $285M (+$19.9M)

5% more funds holding

Funds holding: 176185 (+9)

0.45% more ownership

Funds ownership: 17.12%17.57% (+0.45%)

Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
2.44%
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
56
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cornerstone Advisors
North Carolina
$2.29M -$1.15M -87,467 -35%
NGA
27
Naples Global Advisors
Florida
$2.23M -$435K -33,200 -17%
Mariner
28
Mariner
Kansas
$2.2M -$15K -1,141 -0.7%
S
29
SharpePoint
Arizona
$2.2M +$23.5K +1,790 +1%
Cohen & Steers
30
Cohen & Steers
New York
$2.18M -$590K -45,000 -22%
PAG
31
Private Advisor Group
New Jersey
$2.15M +$35.6K +2,716 +2%
OWA
32
Outlook Wealth Advisors
Texas
$1.9M -$32.7K -2,492 -2%
BPA
33
Beacon Pointe Advisors
California
$1.85M +$136K +10,378 +8%
IC
34
IEQ Capital
California
$1.82M -$415K -31,673 -19%
PIWA
35
Prevail Innovative Wealth Advisors
Kansas
$1.58M +$203K +15,465 +16%
WS
36
Wedbush Securities
California
$1.57M -$29.4K -2,243 -2%
MA
37
Mutual Advisors
Nebraska
$1.54M -$164K -12,489 -10%
TCBWMS
38
Texas Capital Bank Wealth Management Services
Texas
$1.53M +$1.44M +110,019 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.33M +$386K +29,402 +44%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.3M -$112K -8,567 -8%
CAM
41
Cresset Asset Management
Illinois
$1.18M +$24.5K +1,871 +2%
AAM
42
Advisors Asset Management
Colorado
$1.17M -$128K -9,739 -10%
Stifel Financial
43
Stifel Financial
Missouri
$1.13M +$123K +9,385 +13%
OWP
44
Obermeyer Wealth Partners
Colorado
$1.11M +$65.6K +5,000 +7%
MWM
45
Meridian Wealth Management
Kentucky
$1.09M +$93.1K +7,101 +10%
NA
46
NewEdge Advisors
Louisiana
$999K +$511K +38,967 +118%
KAS
47
Kestra Advisory Services
Texas
$997K +$115K +8,786 +14%
CRC
48
Curi RMB Capital
Illinois
$933K -$45.8K -3,490 -5%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$909K +$682 +52 +0.1%
OC
50
Oppenheimer & Co
New York
$908K

ETV Hedge Fund Activity: Q2 2025 in Review

185 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2025, worth a combined $285M — up 7.5% from $265M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ETV positions and 18 closed out — a net gain of 10 holders — while 56 added to existing stakes and 50 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.7M. The largest seller was Investment Planning Advisors, cutting an estimated $1.2M.

  • 185 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2025, up from 176 in Q1 2025.
  • Funds reported $285M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2025, up 7.5% quarter-over-quarter.
  • 28 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2025 and 18 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2025 was Shaker Financial Services, an estimated $1.7M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2025 was Investment Planning Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2025.