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 %
CA
101
Cannon Advisors
North Carolina
$240K +$5.24K +378 +2%
SWM
102
Silverlake Wealth Management
Vermont
$239K – – –
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$238K – – –
TWM
104
TCFG Wealth Management
California
$234K -$6.31K -455 -3%
DE
105
Diversified Enterprises
Delaware
$230K +$915 +66 +0.4%
CF
106
Centaurus Financial
California
$217K +$444 +32 +0.2%
JWCA
107
J.W. Cole Advisors
Florida
$207K +$207K +14,927 New
HWM
108
HB Wealth Management
Georgia
$203K +$203K +14,600 New
MEAC
109
M.E. Allison & Co
Texas
$201K +$818 +59 +0.4%
AAS
110
Avantax Advisory Services
Texas
$200K +$200K +14,429 New
IAS
111
Insigneo Advisory Services
Florida
$200K – – –
ACM
112
AlphaStar Capital Management
North Carolina
$199K – – –
EWA
113
Evolution Wealth Advisors
Florida
$196K +$196K +14,163 New
WAM
114
Worth Asset Management
Texas
$191K +$191K +13,749 New
SWP
115
Stratos Wealth Partners
Ohio
$190K +$190K +13,700 New
Northern Trust
116
Northern Trust
Illinois
$187K +$187K +13,497 New
JCM
117
Jacobi Capital Management
Pennsylvania
$187K +$2.07K +149 +1%
BB
118
Burford Brothers
Texas
$183K – – –
TCA
119
Transcend Capital Advisors
New Jersey
$183K – – –
SGI
120
Summit Global Investments
Utah
$180K – – –
PWP
121
Principle Wealth Partners
Connecticut
$178K – – –
Citadel Advisors
122
Citadel Advisors
Florida
$175K +$175K +12,618 New
Empower Advisory Group
123
Empower Advisory Group
Colorado
$173K – – –
IWC
124
Integrated Wealth Concepts
Massachusetts
$173K +$1.03K +74 +0.6%
FWM
125
Focused Wealth Management
New York
$173K +$3.43K +247 +2%
3 4
5
6 7