ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

183 hedge funds and large institutions have $282M 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, 55 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+9
Holders Change %
+5.17%
% of All Funds
2.45%
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
55
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.79M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
+$1.53M
3
PFP
Paragon Financial Partners
California
+$1.48M
4
PS
Principal Securities
Iowa
+$996K
5
FFA
Farther Finance Advisors
California
+$780K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$2.27M
2
IPA
Investment Planning Advisors
Georgia
-$1.27M
3
CA
Cornerstone Advisors
North Carolina
-$1.21M
4
KIM
Karpus Investment Management
New York
-$924K
5
UBS Group
UBS Group
Switzerland
-$851K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
76
Laurel Wealth Advisors (North Carolina)
North Carolina
$400K +$371K +5,148 +1,287%
IA
77
IFG Advisory
Georgia
$388K -$80.8K -5,823 -17%
BRWA
78
B. Riley Wealth Advisors
Florida
$372K +$372K +26,825 New
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$362K -$21.8K -1,571 -6%
HSA
80
HBK Sorce Advisory
Pennsylvania
$361K -$1.39K -100 -0.4%
EAM
81
Everstar Asset Management
North Carolina
$360K -$15.3K -1,100 -4%
FLPIM
82
F.L. Putnam Investment Management
Massachusetts
$342K – – –
DAS
83
Dynamic Advisor Solutions
Arizona
$337K -$60.9K -4,394 -15%
AIFAIM
84
American Institute for Advanced Investment Management
Arizona
$335K -$15.8K -1,069 -5%
MPWS
85
McCarter Private Wealth Services
Massachusetts
$333K +$333K +24,025 New
TCM
86
Triumph Capital Management
Colorado
$324K +$11.9K +859 +4%
BAM
87
Belpointe Asset Management
Nevada
$292K -$42.3K -3,053 -13%
FCA
88
Fortis Capital Advisors
Kansas
$292K -$42.3K -3,053 -13%
IPA
89
Investment Planning Advisors
Georgia
$290K -$1.27M -91,666 -81%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$284K +$284K +20,449 New
CC
91
Commons Capital
Massachusetts
$283K +$2.26K +163 +0.8%
DADC
92
D.A. Davidson & Co
Montana
$279K +$29K +2,088 +12%
PFS
93
Prospera Financial Services
Texas
$260K +$5.29K +381 +2%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$255K +$11.1K +799 +5%
Corient Private Wealth
95
Corient Private Wealth
Florida
$252K – – –
WCM
96
Westend Capital Management
California
$248K +$6.89K +497 +3%
SWA
97
Stratos Wealth Advisors
Ohio
$246K – – –
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$246K +$246K +17,744 New
Baird Financial Group
99
Baird Financial Group
Wisconsin
$245K -$7.64K -551 -3%
MOS
100
MGO One Seven
Ohio
$242K -$42.2K -3,045 -15%
2 3
4
5 6