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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
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%