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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
WCM
76
Westend Capital Management
California
$388K +$246K +17,418 +183%
MPWS
77
McCarter Private Wealth Services
Massachusetts
$370K -$29.2K -2,070 -7%
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$333K -$7.06K -500 -2%
P
79
&Partners
Tennessee
$327K
AIFAIM
80
American Institute for Advanced Investment Management
Arizona
$326K -$15.4K -1,092 -5%
EH
81
Equitable Holdings
New York
$302K +$6.35K +450 +2%
SPIA
82
Steward Partners Investment Advisory
New York
$299K +$18.2K +1,288 +7%
TCM
83
Triumph Capital Management
Colorado
$297K -$25.7K -1,822 -8%
FPAS
84
Focus Partners Advisor Solutions
Missouri
$295K -$2.88K -204 -1%
CC
85
Commons Capital
Massachusetts
$278K +$26.3K +1,862 +11%
DADC
86
D.A. Davidson & Co
Montana
$266K -$23.9K -1,694 -8%
Cerity Partners
87
Cerity Partners
New York
$264K
Baird Financial Group
88
Baird Financial Group
Wisconsin
$264K -$11.3K -800 -4%
Corient Private Wealth
89
Corient Private Wealth
Florida
$262K
SA
90
Sanctuary Advisors
Indiana
$258K -$4.23K -300 -2%
SWA
91
Stratos Wealth Advisors
Ohio
$256K -$26.8K -1,899 -10%
TWM
92
TCFG Wealth Management
California
$250K
SWM
93
Silverlake Wealth Management
Vermont
$248K
RCM
94
Robinson Capital Management
Michigan
$248K
MOS
95
MGO One Seven
Ohio
$246K -$6.42K -455 -3%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$245K -$44.5K -3,150 -16%
SPC
97
Sigma Planning Corp
Michigan
$240K +$50.8K +3,597 +27%
SIAS
98
Summit Investment Advisory Services
Minnesota
$239K +$4.84K +343 +2%
CA
99
Cannon Advisors
North Carolina
$239K +$53.2K +3,766 +29%
DE
100
Diversified Enterprises
Delaware
$238K -$5.63K -399 -2%