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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
FFN
51
Focus Financial Network
Minnesota
$700K -$10.8K -765 -1%
HighTower Advisors
52
HighTower Advisors
Illinois
$651K +$12K +854 +2%
WAAG
53
Wealth Alliance Advisory Group
Kansas
$621K
SW
54
SteelPeak Wealth
California
$587K +$3.85K +274 +0.6%
Creative Planning
55
Creative Planning
Kansas
$581K -$2.5K -178 -0.4%
TSMHT
56
Thurston Springer Miller Herd & Titak
Indiana
$505K +$913 +65 +0.2%
WE
57
Wealth Effects
Massachusetts
$495K -$11.1K -790 -2%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$480K -$11.3K -805 -2%
IA
59
IFG Advisory
Georgia
$446K
SCI
60
Stableford Capital II
Arizona
$446K
GWSG
61
GPS Wealth Strategies Group
Colorado
$439K -$48.6K -3,457 -9%
NA
62
NewEdge Advisors
Louisiana
$436K -$2.81K -200 -0.6%
KTA
63
Keeley-Teton Advisors
Illinois
$433K
GIA
64
Gladstone Institutional Advisory
Florida
$425K +$14.4K +1,026 +3%
AC
65
Avory & Company
Florida
$400K
NS
66
NBC Securities
Alabama
$389K +$414K +29,489 +95,126%
EFS
67
Essex Financial Services
Connecticut
$380K +$9.53K +678 +2%
DAS
68
Dynamic Advisor Solutions
Arizona
$379K +$520 +37 +0.1%
WWA
69
WCG Wealth Advisors
Nevada
$375K +$399K +28,400 New
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$365K -$3.7K -263 -0.9%
EAM
71
Everstar Asset Management
North Carolina
$357K -$88.5K -6,300 -19%
HSA
72
HBK Sorce Advisory
Pennsylvania
$345K -$122K -8,665 -25%
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
$325K +$21.8K +1,553 +7%
BAM
74
Belpointe Asset Management
Nevada
$318K +$339K +24,098 New
FCA
75
Fortis Capital Advisors
Kansas
$318K +$339K +24,098 New

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.