We are live on ! Find out more
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
AWA
51
Arkadios Wealth Advisors
Georgia
$815K
HighTower Advisors
52
HighTower Advisors
Illinois
$801K +$111K +8,434 +17%
FFA
53
Farther Finance Advisors
California
$780K +$738K +56,239 New
FFN
54
Focus Financial Network
Minnesota
$764K +$27.6K +2,106 +4%
WAAG
55
Wealth Alliance Advisory Group
Kansas
$647K -$5.21K -397 -0.8%
WWA
56
WCG Wealth Advisors
Nevada
$617K +$211K +16,076 +57%
Creative Planning
57
Creative Planning
Kansas
$602K -$7.33K -559 -1%
SW
58
SteelPeak Wealth
California
$584K -$30.3K -2,312 -5%
SF
59
Summit Financial
New Jersey
$582K +$550K +41,928 New
SCI
60
Stableford Capital II
Arizona
$539K +$36.8K +2,803 +8%
EH
61
Equitable Holdings
New York
$528K +$271K +20,674 +119%
WE
62
Wealth Effects
Massachusetts
$516K -$3.08K -235 -0.6%
KA
63
Kovack Advisors
Florida
$515K +$352K +26,862 +262%
TSMHT
64
Thurston Springer Miller Herd & Titak
Indiana
$494K -$34.6K -2,640 -7%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$468K +$443K +33,771 New
GWSG
66
GPS Wealth Strategies Group
Colorado
$461K
GI
67
GAMCO Investors
Connecticut
$455K +$430K +32,815 New
GIA
68
Gladstone Institutional Advisory
Florida
$453K +$7.13K +544 +2%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$450K -$51.2K -3,906 -11%
P
70
&Partners
Tennessee
$443K +$121K +9,251 +41%
HF
71
HRT Financial
New York
$424K +$402K +30,629 New
AC
72
Avory & Company
Florida
$420K
AWS
73
Atria Wealth Solutions
New York
$410K +$244K +18,590 +169%
NS
74
NBC Securities
Alabama
$409K
EFS
75
Essex Financial Services
Connecticut
$407K +$7.19K +548 +2%

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.