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.

New
Increased
Maintained
Reduced
Closed
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
PFP
Paragon Financial Partners
California
$11.1M
2
GC
Guggenheim Capital
Illinois
$19M
3
UBS Group
UBS Group
Switzerland
$9.43M
4
Ameriprise
Ameriprise
Minnesota
$3.99M
5
Invesco
Invesco
Georgia
$20.8M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$149K
2
CA
Cornerstone Advisors
North Carolina
$12.2M
3
SFS
Shaker Financial Services
Virginia
$2.77M
4
IWP
Innova Wealth Partners
Pennsylvania
$0
5
BPA
Beacon Pointe Advisors
California
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
76
Westend Capital Management
California
$388K +$251K +17,418 +183%
MPWS
77
McCarter Private Wealth Services
Massachusetts
$370K -$29.8K -2,070 -7%
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$333K -$7.21K -500 -2%
P
79
&Partners
Tennessee
$327K – – –
AIFAIM
80
American Institute for Advanced Investment Management
Arizona
$326K -$15.7K -1,092 -5%
EH
81
Equitable Holdings
New York
$302K +$6.49K +450 +2%
SPIA
82
Steward Partners Investment Advisory
New York
$299K +$18.6K +1,288 +7%
TCM
83
Triumph Capital Management
Colorado
$297K -$26.3K -1,822 -8%
FPAS
84
Focus Partners Advisor Solutions
Missouri
$295K -$2.94K -204 -1%
CC
85
Commons Capital
Massachusetts
$278K +$26.8K +1,862 +11%
DADC
86
D.A. Davidson & Co
Montana
$266K -$24.4K -1,694 -8%
Cerity Partners
87
Cerity Partners
New York
$264K – – –
Baird Financial Group
88
Baird Financial Group
Wisconsin
$264K -$11.5K -800 -4%
Corient Private Wealth
89
Corient Private Wealth
Florida
$262K – – –
SA
90
Sanctuary Advisors
Indiana
$258K -$4.34K -300 -2%
SWA
91
Stratos Wealth Advisors
Ohio
$256K -$27.4K -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 -$6.56K -455 -3%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$245K -$45K -3,150 -16%
SPC
97
Sigma Planning Corp
Michigan
$240K +$51.8K +3,597 +27%
SIAS
98
Summit Investment Advisory Services
Minnesota
$239K +$4.94K +343 +2%
CA
99
Cannon Advisors
North Carolina
$239K +$54.3K +3,766 +29%
DE
100
Diversified Enterprises
Delaware
$238K -$5.75K -399 -2%
2 3
4
5 6