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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

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: 177 → 176 (-1)

10% less capital invested

Capital invested by funds: $293M → $265M (-$28M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$3.21M
2
SPIA
Steward Partners Investment Advisory
New York
+$3.06M
3
MML Investors Services
MML Investors Services
Massachusetts
+$2.28M
4
Ameriprise
Ameriprise
Minnesota
+$1.83M
5
LPL Financial
LPL Financial
California
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$8.31M
2
PCM
Penserra Capital Management
California
-$5.37M
3
SWP
Stratos Wealth Partners
Ohio
-$1.78M
4
SFS
Shaker Financial Services
Virginia
-$1.67M
5
Morgan Stanley
Morgan Stanley
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
76
American Institute for Advanced Investment Management
Arizona
$314K +$16K +1,139 +5%
P
77
&Partners
Tennessee
$302K – – –
TCM
78
Triumph Capital Management
Colorado
$297K +$26.2K +1,862 +9%
MOS
79
MGO One Seven
Ohio
$270K +$47.9K +3,409 +20%
CC
80
Commons Capital
Massachusetts
$267K +$13.6K +966 +5%
PFS
81
Prospera Financial Services
Texas
$242K -$186K -13,209 -42%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$241K -$815 -58 -0.3%
Corient Private Wealth
83
Corient Private Wealth
Florida
$240K – – –
DADC
84
D.A. Davidson & Co
Montana
$238K -$6.8K -484 -3%
SA
85
Sanctuary Advisors
Indiana
$236K – – –
SWA
86
Stratos Wealth Advisors
Ohio
$234K – – –
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$231K +$45.1K +3,212 +22%
EH
88
Equitable Holdings
New York
$229K -$50.6K -3,600 -17%
WCM
89
Westend Capital Management
California
$229K -$134K -9,556 -36%
TWM
90
TCFG Wealth Management
California
$229K – – –
SWM
91
Silverlake Wealth Management
Vermont
$228K – – –
RCM
92
Robinson Capital Management
Michigan
$227K – – –
Millennium Management
93
Millennium Management
New York
$227K +$241K +17,148 New
SIAS
94
Summit Investment Advisory Services
Minnesota
$224K +$4.85K +345 +2%
CA
95
Cannon Advisors
North Carolina
$224K +$4.95K +352 +2%
DE
96
Diversified Enterprises
Delaware
$218K -$197 -14 -0.1%
TCWA
97
Turtle Creek Wealth Advisors
Texas
$209K – – –
CF
98
Centaurus Financial
California
$206K -$2.25K -160 -1%
EC
99
Elequin Capital
New York
$202K +$215K +15,282 New
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$200K – – –
2 3
4
5 6

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.