ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

183 hedge funds and large institutions have $282M 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, 55 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+9
Holders Change %
+5.17%
% of All Funds
2.45%
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
55
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.79M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
+$1.53M
3
PFP
Paragon Financial Partners
California
+$1.48M
4
PS
Principal Securities
Iowa
+$996K
5
FFA
Farther Finance Advisors
California
+$780K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$2.27M
2
IPA
Investment Planning Advisors
Georgia
-$1.27M
3
CA
Cornerstone Advisors
North Carolina
-$1.21M
4
KIM
Karpus Investment Management
New York
-$924K
5
UBS Group
UBS Group
Switzerland
-$851K
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
126
Robertson Stephens Wealth Management
California
$172K – – –
MCCA
127
Mill Creek Capital Advisors
Pennsylvania
$169K +$169K +12,151 New
CWM
128
Cornerstone Wealth Management
Missouri
$168K +$14K +1,008 +9%
TSS
129
Two Sigma Securities
New York
$162K +$162K +11,661 New
ISFAN
130
Investor's Fiduciary Advisor Network
Washington
$159K +$4.54K +329 +3%
PA
131
Pinnacle Associates
New York
$156K – – –
KFA
132
Kapstone Financial Advisors
Ohio
$155K – – –
Comerica Bank
133
Comerica Bank
Texas
$151K -$4.63K -334 -3%
CCMG
134
Clark Capital Management Group
Pennsylvania
$144K – – –
TCWA
135
Turtle Creek Wealth Advisors
Texas
$142K -$77.5K -5,584 -35%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$142K +$333 +24 +0.2%
MFWP
137
Mosaic Family Wealth Partners
Missouri
$142K – – –
IAIM
138
International Assets Investment Management
Florida
$142K +$69 +5 +0%
AAS
139
Ameritas Advisory Services
Nebraska
$141K +$971 +70 +0.7%
AF
140
Allworth Financial
California
$139K +$133K +9,600 +2,400%
PA
141
Parallel Advisors
California
$124K +$1.68K +121 +1%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$115K -$56.9K -4,104 -33%
KTC
143
Kentucky Trust Company
Kentucky
$114K – – –
OW
144
Olistico Wealth
Oklahoma
$107K – – –
MA
145
Montag & Associates
Georgia
$95.7K – – –
PGAM
146
Princeton Global Asset Management
New Jersey
$89K – – –
MSG
147
Main Street Group
Virginia
$85.4K -$52.9K -3,811 -38%
AW
148
Avion Wealth
Texas
$85K -$19.3K -1,400 -19%
BTD
149
BankPlus Trust Department
Mississippi
$77.1K – – –
PTC
150
Private Trust Company
Ohio
$71.1K – – –
4 5
6
7 8