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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

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: 165 → 177 (+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
–

Top Buyers

1
PFP
Paragon Financial Partners
California
+$10.9M
2
GC
Guggenheim Capital
Illinois
+$2.89M
3
UBS Group
UBS Group
Switzerland
+$827K
4
Ameriprise
Ameriprise
Minnesota
+$629K
5
Invesco
Invesco
Georgia
+$554K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$15.9M
2
CA
Cornerstone Advisors
North Carolina
-$5.21M
3
SFS
Shaker Financial Services
Virginia
-$1.54M
4
IWP
Innova Wealth Partners
Pennsylvania
-$883K
5
BPA
Beacon Pointe Advisors
California
-$624K
Name Holding Trade Value Shares
Change 		Change in
Stake
ISFAN
126
Investor's Fiduciary Advisor Network
Washington
$151K +$148K +10,495 New
CCG
127
Capital CS Group
California
$151K +$1.52K +108 +1%
CCMG
128
Clark Capital Management Group
Pennsylvania
$150K – – –
IAIM
129
International Assets Investment Management
Florida
$149K -$15.9M -1,128,432 -99%
AAS
130
Ameritas Advisory Services
Nebraska
$145K – – –
KA
131
Kovack Advisors
Florida
$145K +$142K +10,064 New
PA
132
Parallel Advisors
California
$125K +$1.55K +110 +1%
MSG
133
Main Street Group
Virginia
$122K -$90.6K -6,417 -43%
OW
134
Olistico Wealth
Oklahoma
$121K – – –
KTC
135
Kentucky Trust Company
Kentucky
$119K +$116K +8,252 New
AW
136
Avion Wealth
Texas
$108K – – –
MA
137
Montag & Associates
Georgia
$99.4K – – –
PGAM
138
Princeton Global Asset Management
New Jersey
$92.5K – – –
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$89.1K – – –
MWA
140
Medallion Wealth Advisors
Connecticut
$88.5K +$94.6K +6,700 New
CWC
141
Carolinas Wealth Consulting
North Carolina
$83.7K – – –
BTD
142
BankPlus Trust Department
Mississippi
$80.1K +$78.5K +5,560 New
PTC
143
Private Trust Company
Ohio
$73.9K -$34.4K -2,436 -32%
MHIP
144
Mountain Hill Investment Partners
New Jersey
$65.8K +$64.4K +4,565 New
HI
145
Harbour Investments
Wisconsin
$52.9K – – –
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$51.2K – – –
OLVIG
147
Oliver Lagore Vanvalin Investment Group
Michigan
$43.2K – – –
VWM
148
Vermillion Wealth Management
Minnesota
$40.1K +$39.3K +2,784 New
BC
149
Barrett & Company
Rhode Island
$36K – – –
HBW
150
Hazlett, Burt & Watson
West Virginia
$34K +$19.4K +1,372 +131%
4 5
6
7 8

ETV Hedge Fund Activity: Q4 2024 in Review

177 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2024, worth a combined $293M — up 13% from $260M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ETV positions and 9 closed out — a net gain of 15 holders — while 57 added to existing stakes and 44 trimmed.

The largest buyer was Paragon Financial Partners, opening a new position worth an estimated $10.9M. The largest seller was International Assets Investment Management, cutting an estimated $15.9M.

  • 177 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2024, up from 165 in Q3 2024.
  • Funds reported $293M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2024, up 13% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2024 and 9 closed out, a net change of +15 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2024 was Paragon Financial Partners, an estimated $10.9M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2024 was International Assets Investment Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2024.