ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

176 hedge funds and large institutions have $292M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+11
Holders Change %
+6.67%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
23
Increased
57
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFP
Paragon Financial Partners
California
$11.1M
2
GC
Guggenheim Capital
Illinois
$19M
3
UBS Group
UBS Group
Switzerland
$9.43M
4
Ameriprise
Ameriprise
Minnesota
$3.99M
5
Invesco
Invesco
Georgia
$20.8M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$149K
2
CA
Cornerstone Advisors
North Carolina
$12.2M
3
SFS
Shaker Financial Services
Virginia
$2.77M
4
IWP
Innova Wealth Partners
Pennsylvania
$0
5
BPA
Beacon Pointe Advisors
California
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISFAN
126
Investor's Fiduciary Advisor Network
Washington
$151K +$151K +10,495 New
CCG
127
Capital CS Group
California
$151K +$1.56K +108 +1%
CCMG
128
Clark Capital Management Group
Pennsylvania
$150K – – –
IAIM
129
International Assets Investment Management
Florida
$149K -$16M -1,128,432 -99%
AAS
130
Ameritas Advisory Services
Nebraska
$145K – – –
KA
131
Kovack Advisors
Florida
$145K +$145K +10,064 New
PA
132
Parallel Advisors
California
$125K +$1.59K +110 +1%
MSG
133
Main Street Group
Virginia
$122K -$92.5K -6,417 -43%
OW
134
Olistico Wealth
Oklahoma
$121K – – –
KTC
135
Kentucky Trust Company
Kentucky
$119K +$119K +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 – – –
CWC
140
Carolinas Wealth Consulting
North Carolina
$83.7K – – –
BTD
141
BankPlus Trust Department
Mississippi
$80.1K +$80.1K +5,560 New
PTC
142
Private Trust Company
Ohio
$73.9K -$35.1K -2,436 -32%
MHIP
143
Mountain Hill Investment Partners
New Jersey
$65.8K +$65.8K +4,565 New
HI
144
Harbour Investments
Wisconsin
$52.9K – – –
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$51.2K – – –
OLVIG
146
Oliver Lagore Vanvalin Investment Group
Michigan
$43.2K – – –
VWM
147
Vermillion Wealth Management
Minnesota
$40.1K +$40.1K +2,784 New
BC
148
Barrett & Company
Rhode Island
$36K – – –
HBW
149
Hazlett, Burt & Watson
West Virginia
$34K +$19.3K +1,372 +131%
GRP
150
Global Retirement Partners
California
$33.9K – – –
4 5
6
7 8