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 %
TCWA
101
Turtle Creek Wealth Advisors
Texas
$228K – – –
CF
102
Centaurus Financial
California
$227K +$4.68K +325 +2%
MEAC
103
M.E. Allison & Co
Texas
$207K +$207K +14,388 New
ACM
104
AlphaStar Capital Management
North Carolina
$206K – – –
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$206K +$19.4K +1,344 +10%
CA
106
Clearstead Advisors
Ohio
$193K +$193K +13,392 New
AFS
107
Anderson Financial Strategies
Ohio
$191K +$191K +13,226 New
BB
108
Burford Brothers
Texas
$190K – – –
JCM
109
Jacobi Capital Management
Pennsylvania
$190K -$5.22K -362 -3%
IWC
110
Integrated Wealth Concepts
Massachusetts
$184K +$5.94K +412 +3%
PWP
111
Principle Wealth Partners
Connecticut
$184K – – –
MFG
112
Merit Financial Group
Georgia
$184K +$8.53K +592 +5%
BWM
113
Birchcreek Wealth Management
Ohio
$181K – – –
Empower Advisory Group
114
Empower Advisory Group
Colorado
$180K – – –
Comerica Bank
115
Comerica Bank
Texas
$177K +$14.7K +1,021 +9%
FWM
116
Focused Wealth Management
New York
$176K -$27.2K -1,886 -13%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$176K +$58.1K +4,030 +49%
AWS
118
Atria Wealth Solutions
New York
$175K +$25K +1,738 +17%
MCCA
119
Mill Creek Capital Advisors
Pennsylvania
$175K – – –
JWCA
120
J.W. Cole Advisors
Florida
$171K – – –
KWM
121
Kingsview Wealth Management
Oregon
$164K -$7.21K -500 -4%
PA
122
Pinnacle Associates
New York
$162K – – –
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$161K +$303 +21 +0.2%
KFA
124
Kapstone Financial Advisors
Ohio
$160K +$160K +11,185 New
CWM
125
Cornerstone Wealth Management
Missouri
$160K -$17.9K -1,244 -10%
3 4
5
6 7