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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

185 hedge funds and large institutions have $285M 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, 56 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

8% more capital invested

Capital invested by funds: $265M → $285M (+$19.9M)

5% more funds holding

Funds holding: 176 → 185 (+9)

0.45% more ownership

Funds ownership: 17.12% → 17.57% (+0.45%)

Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
2.44%
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
56
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.7M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
+$1.44M
3
PFP
Paragon Financial Partners
California
+$1.4M
4
PS
Principal Securities
Iowa
+$942K
5
FFA
Farther Finance Advisors
California
+$738K

Top Sellers

Rank Fund Capital Flow
1
IPA
Investment Planning Advisors
Georgia
-$1.2M
2
CA
Cornerstone Advisors
North Carolina
-$1.15M
3
KIM
Karpus Investment Management
New York
-$874K
4
UBS Group
UBS Group
Switzerland
-$805K
5
Ameriprise
Ameriprise
Minnesota
-$647K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
101
Summit Investment Advisory Services
Minnesota
$240K +$4.98K +380 +2%
CA
102
Cannon Advisors
North Carolina
$240K +$4.96K +378 +2%
SWM
103
Silverlake Wealth Management
Vermont
$239K – – –
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$238K – – –
TWM
105
TCFG Wealth Management
California
$234K -$5.97K -455 -3%
DE
106
Diversified Enterprises
Delaware
$230K +$866 +66 +0.4%
CF
107
Centaurus Financial
California
$217K +$420 +32 +0.2%
JWCA
108
J.W. Cole Advisors
Florida
$207K +$196K +14,927 New
HWM
109
HB Wealth Management
Georgia
$203K +$192K +14,600 New
MEAC
110
M.E. Allison & Co
Texas
$201K +$774 +59 +0.4%
AAS
111
Avantax Advisory Services
Texas
$200K +$189K +14,429 New
IAS
112
Insigneo Advisory Services
Florida
$200K – – –
ACM
113
AlphaStar Capital Management
North Carolina
$199K – – –
EWA
114
Evolution Wealth Advisors
Florida
$196K +$186K +14,163 New
WAM
115
Worth Asset Management
Texas
$191K +$180K +13,749 New
SWP
116
Stratos Wealth Partners
Ohio
$190K +$180K +13,700 New
Northern Trust
117
Northern Trust
Illinois
$187K +$177K +13,497 New
JCM
118
Jacobi Capital Management
Pennsylvania
$187K +$1.95K +149 +1%
BB
119
Burford Brothers
Texas
$183K – – –
TCA
120
Transcend Capital Advisors
New Jersey
$183K – – –
SGI
121
Summit Global Investments
Utah
$180K – – –
PWP
122
Principle Wealth Partners
Connecticut
$178K – – –
Citadel Advisors
123
Citadel Advisors
Florida
$175K +$166K +12,618 New
Empower Advisory Group
124
Empower Advisory Group
Colorado
$173K – – –
IWC
125
Integrated Wealth Concepts
Massachusetts
$173K +$971 +74 +0.6%
3 4
5
6 7

ETV Hedge Fund Activity: Q2 2025 in Review

185 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2025, worth a combined $285M — up 7.5% from $265M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ETV positions and 18 closed out — a net gain of 10 holders — while 56 added to existing stakes and 50 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.7M. The largest seller was Investment Planning Advisors, cutting an estimated $1.2M.

  • 185 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2025, up from 176 in Q1 2025.
  • Funds reported $285M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2025, up 7.5% quarter-over-quarter.
  • 28 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2025 and 18 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2025 was Shaker Financial Services, an estimated $1.7M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2025 was Investment Planning Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2025.