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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
TCWA
101
Turtle Creek Wealth Advisors
Texas
$228K
CF
102
Centaurus Financial
California
$227K +$4.59K +325 +2%
MEAC
103
M.E. Allison & Co
Texas
$207K +$203K +14,388 New
ACM
104
AlphaStar Capital Management
North Carolina
$206K
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$206K +$19K +1,344 +10%
CA
106
Clearstead Advisors
Ohio
$193K +$189K +13,392 New
AFS
107
Anderson Financial Strategies
Ohio
$191K +$187K +13,226 New
BB
108
Burford Brothers
Texas
$190K
JCM
109
Jacobi Capital Management
Pennsylvania
$190K -$5.11K -362 -3%
IWC
110
Integrated Wealth Concepts
Massachusetts
$184K +$5.82K +412 +3%
PWP
111
Principle Wealth Partners
Connecticut
$184K
MFG
112
Merit Financial Group
Georgia
$184K +$8.36K +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 +$14.4K +1,021 +9%
FWM
116
Focused Wealth Management
New York
$176K -$26.6K -1,886 -13%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$176K +$56.9K +4,030 +49%
AWS
118
Atria Wealth Solutions
New York
$175K +$24.5K +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 -$7.06K -500 -4%
PA
122
Pinnacle Associates
New York
$162K
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$161K +$296 +21 +0.2%
KFA
124
Kapstone Financial Advisors
Ohio
$160K +$158K +11,185 New
CWM
125
Cornerstone Wealth Management
Missouri
$160K -$17.6K -1,244 -10%