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 %
AWA
51
Arkadios Wealth Advisors
Georgia
$847K 58,766 +30,308 +107%
FFN
52
Focus Financial Network
Minnesota
$774K 53,728 +1,298 +2%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$764K 53,035 +10,000 +23%
HighTower Advisors
54
HighTower Advisors
Illinois
$698K 48,449 -3,103 -6%
WAAG
55
Wealth Alliance Advisory Group
Kansas
$678K 47,046 – –
SW
56
SteelPeak Wealth
California
$636K 44,162 +995 +2%
Creative Planning
57
Creative Planning
Kansas
$636K 44,155 -1,438 -3%
WE
58
Wealth Effects
Massachusetts
$551K 38,244 -2,936 -7%
TSMHT
59
Thurston Springer Miller Herd & Titak
Indiana
$550K 38,190 +25,587 +203%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$536K 37,168 +6,854 +23%
GWSG
61
GPS Wealth Strategies Group
Colorado
$529K 36,686 +2,841 +8%
SCI
62
Stableford Capital II
Arizona
$523K 36,303 – –
HSA
63
HBK Sorce Advisory
Pennsylvania
$502K 34,812 – –
IA
64
IFG Advisory
Georgia
$487K 33,785 – –
EAM
65
Everstar Asset Management
North Carolina
$481K 33,360 -300 -0.9%
NA
66
NewEdge Advisors
Louisiana
$479K 33,238 -6,425 -16%
KTA
67
Keeley-Teton Advisors
Illinois
$473K 32,815 – –
EWM
68
Executive Wealth Management
Michigan
$462K 32,088 +32,088 New
PFS
69
Prospera Financial Services
Texas
$455K 31,543 +625 +2%
GIA
70
Gladstone Institutional Advisory
Florida
$448K 31,122 -463 -1%
AC
71
Avory & Company
Florida
$437K 30,308 – –
BRWA
72
B. Riley Wealth Advisors
Florida
$428K 29,562 +336 +1%
DAS
73
Dynamic Advisor Solutions
Arizona
$413K 28,637 -3,990 -12%
EFS
74
Essex Financial Services
Connecticut
$405K 28,089 +329 +1%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$402K 27,927 +1,546 +6%
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