We are live on ! Find out more
ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

177 hedge funds and large institutions have $293M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

13% more capital invested

Capital invested by funds: $260M → $293M (+$32.5M)

7% more funds holding

Funds holding: 165177 (+12)

0.28% more ownership

Funds ownership: 17.11%17.39% (+0.28%)

Holders
177
Holders Change
+12
Holders Change %
+7.27%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
57
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$847K +$428K +30,308 +107%
FFN
52
Focus Financial Network
Minnesota
$774K +$18.3K +1,298 +2%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$764K +$141K +10,000 +23%
HighTower Advisors
54
HighTower Advisors
Illinois
$698K -$43.8K -3,103 -6%
WAAG
55
Wealth Alliance Advisory Group
Kansas
$678K
SW
56
SteelPeak Wealth
California
$636K +$14K +995 +2%
Creative Planning
57
Creative Planning
Kansas
$636K -$20.3K -1,438 -3%
WE
58
Wealth Effects
Massachusetts
$551K -$41.4K -2,936 -7%
TSMHT
59
Thurston Springer Miller Herd & Titak
Indiana
$550K +$361K +25,587 +203%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$536K +$96.7K +6,854 +23%
GWSG
61
GPS Wealth Strategies Group
Colorado
$529K +$40.1K +2,841 +8%
SCI
62
Stableford Capital II
Arizona
$523K
HSA
63
HBK Sorce Advisory
Pennsylvania
$502K
IA
64
IFG Advisory
Georgia
$487K
EAM
65
Everstar Asset Management
North Carolina
$481K -$4.23K -300 -0.9%
NA
66
NewEdge Advisors
Louisiana
$479K -$90.7K -6,425 -16%
KTA
67
Keeley-Teton Advisors
Illinois
$473K
EWM
68
Executive Wealth Management
Michigan
$462K +$453K +32,088 New
PFS
69
Prospera Financial Services
Texas
$455K +$8.82K +625 +2%
GIA
70
Gladstone Institutional Advisory
Florida
$448K -$6.54K -463 -1%
AC
71
Avory & Company
Florida
$437K
BRWA
72
B. Riley Wealth Advisors
Florida
$428K +$4.74K +336 +1%
DAS
73
Dynamic Advisor Solutions
Arizona
$413K -$56.3K -3,990 -12%
EFS
74
Essex Financial Services
Connecticut
$405K +$4.64K +329 +1%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$402K +$21.8K +1,546 +6%