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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

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: 177176 (-1)

10% less capital invested

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

33% less funds holding in top 10

Funds holding in top 10: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MEAC
101
M.E. Allison & Co
Texas
$191K +$1.04K +74 +0.5%
IAS
102
Insigneo Advisory Services
Florida
$190K +$202K +14,398 New
ACM
103
AlphaStar Capital Management
North Carolina
$189K
JCM
104
Jacobi Capital Management
Pennsylvania
$176K +$1.95K +139 +1%
AFS
105
Anderson Financial Strategies
Ohio
$175K
BB
106
Burford Brothers
Texas
$174K
TCA
107
Transcend Capital Advisors
New Jersey
$174K +$185K +13,165 New
SGI
108
Summit Global Investments
Utah
$172K +$183K +13,000 New
PWP
109
Principle Wealth Partners
Connecticut
$169K
MFG
110
Merit Financial Group
Georgia
$169K
Empower Advisory Group
111
Empower Advisory Group
Colorado
$165K
IWC
112
Integrated Wealth Concepts
Massachusetts
$164K -$5.78K -411 -3%
RSWM
113
Robertson Stephens Wealth Management
California
$164K +$174K +12,378 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$163K +$1.98K +141 +1%
FWM
115
Focused Wealth Management
New York
$161K -$618 -44 -0.4%
SPC
116
Sigma Planning Corp
Michigan
$161K -$63.7K -4,534 -27%
Jane Street
117
Jane Street
New York
$152K +$162K +11,506 New
ACM
118
Arlington Capital Management
Illinois
$148K -$813K -57,824 -84%
Comerica Bank
119
Comerica Bank
Texas
$148K -$14.3K -1,021 -8%
PA
120
Pinnacle Associates
New York
$148K
KFA
121
Kapstone Financial Advisors
Ohio
$148K
CWM
122
Cornerstone Wealth Management
Missouri
$147K +$548 +39 +0.4%
ISFAN
123
Investor's Fiduciary Advisor Network
Washington
$147K +$9.88K +703 +7%
AWS
124
Atria Wealth Solutions
New York
$145K -$16.4K -1,166 -10%
CCG
125
Capital CS Group
California
$140K +$1.59K +113 +1%

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.