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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

176 hedge funds and large institutions have $265M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0.27% less ownership

Funds ownership: 17.39%17.12% (-0.27%)

1% less funds holding

Funds holding: 177176 (-1)

10% less capital invested

Capital invested by funds: $293M → $265M (-$28M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
176
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
55
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Kingsview Wealth Management
Oregon
$138K -$13.5K -959 -8%
CCMG
127
Clark Capital Management Group
Pennsylvania
$137K
AAS
128
Ameritas Advisory Services
Nebraska
$136K
KA
129
Kovack Advisors
Florida
$136K +$2.9K +206 +2%
MFWP
130
Mosaic Family Wealth Partners
Missouri
$135K +$144K +10,213 New
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$135K -$13.7K -978 -9%
IAIM
132
International Assets Investment Management
Florida
$135K -$4.22K -300 -3%
MSG
133
Main Street Group
Virginia
$132K +$21.4K +1,523 +18%
PA
134
Parallel Advisors
California
$116K +$2.11K +150 +2%
KTC
135
Kentucky Trust Company
Kentucky
$109K
AW
136
Avion Wealth
Texas
$108K
OW
137
Olistico Wealth
Oklahoma
$102K -$9.36K -666 -8%
MA
138
Montag & Associates
Georgia
$91.1K
MWA
139
Medallion Wealth Advisors
Connecticut
$88.5K
PGAM
140
Princeton Global Asset Management
New Jersey
$84.8K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$81.6K
CWC
142
Carolinas Wealth Consulting
North Carolina
$76.7K -$14 -1 -0%
WAM
143
Wolverine Asset Management
Illinois
$74K +$78.7K +5,602 New
BTD
144
BankPlus Trust Department
Mississippi
$73.4K
LFG
145
Larson Financial Group
Missouri
$71.3K +$68.9K +4,900 +980%
PTC
146
Private Trust Company
Ohio
$67.7K
MHIP
147
Mountain Hill Investment Partners
New Jersey
$60.3K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$46.9K
HI
149
Harbour Investments
Wisconsin
$45.2K -$3.51K -250 -7%
US Bancorp
150
US Bancorp
Minnesota
$40.6K +$43.2K +3,075 New

ETV Hedge Fund Activity: Q1 2025 in Review

176 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2025, worth a combined $265M — down 9.6% from $293M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETV positions and 14 closed out — a net gain of 3 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.21M. The largest seller was Cornerstone Advisors, cutting an estimated $8.31M.

  • 176 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2025, down from 177 in Q4 2024.
  • Funds reported $265M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2025, down 9.6% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2025 and 14 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2025 was Osaic Holdings, an estimated $3.21M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2025 was Cornerstone Advisors, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2025.