We are live on ! Find out more
ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

185 hedge funds and large institutions have $285M 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, 56 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

8% more capital invested

Capital invested by funds: $265M → $285M (+$19.9M)

5% more funds holding

Funds holding: 176 → 185 (+9)

0.45% more ownership

Funds ownership: 17.12% → 17.57% (+0.45%)

Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
2.44%
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
56
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.7M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
+$1.44M
3
PFP
Paragon Financial Partners
California
+$1.4M
4
PS
Principal Securities
Iowa
+$942K
5
FFA
Farther Finance Advisors
California
+$738K

Top Sellers

Rank Fund Capital Flow
1
IPA
Investment Planning Advisors
Georgia
-$1.2M
2
CA
Cornerstone Advisors
North Carolina
-$1.15M
3
KIM
Karpus Investment Management
New York
-$874K
4
UBS Group
UBS Group
Switzerland
-$805K
5
Ameriprise
Ameriprise
Minnesota
-$647K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
126
Focused Wealth Management
New York
$173K +$3.24K +247 +2%
RSWM
127
Robertson Stephens Wealth Management
California
$172K – – –
MCCA
128
Mill Creek Capital Advisors
Pennsylvania
$169K +$159K +12,151 New
CWM
129
Cornerstone Wealth Management
Missouri
$168K +$13.2K +1,008 +9%
TSS
130
Two Sigma Securities
New York
$162K +$153K +11,661 New
ISFAN
131
Investor's Fiduciary Advisor Network
Washington
$159K +$4.32K +329 +3%
PA
132
Pinnacle Associates
New York
$156K – – –
KFA
133
Kapstone Financial Advisors
Ohio
$155K – – –
Comerica Bank
134
Comerica Bank
Texas
$151K -$4.38K -334 -3%
CCMG
135
Clark Capital Management Group
Pennsylvania
$144K – – –
TCWA
136
Turtle Creek Wealth Advisors
Texas
$142K -$73.2K -5,584 -35%
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$142K +$315 +24 +0.2%
MFWP
138
Mosaic Family Wealth Partners
Missouri
$142K – – –
IAIM
139
International Assets Investment Management
Florida
$142K +$66 +5 +0%
AAS
140
Ameritas Advisory Services
Nebraska
$141K +$918 +70 +0.7%
AF
141
Allworth Financial
California
$139K +$126K +9,600 +2,400%
PA
142
Parallel Advisors
California
$124K +$1.59K +121 +1%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$115K -$53.8K -4,104 -33%
KTC
144
Kentucky Trust Company
Kentucky
$114K – – –
OW
145
Olistico Wealth
Oklahoma
$107K – – –
MWA
146
Medallion Wealth Advisors
Connecticut
$102K +$8.85K +675 +10%
MA
147
Montag & Associates
Georgia
$95.7K – – –
PGAM
148
Princeton Global Asset Management
New Jersey
$89K – – –
MSG
149
Main Street Group
Virginia
$85.4K -$50K -3,811 -38%
AW
150
Avion Wealth
Texas
$85K -$18.4K -1,400 -19%
4 5
6
7 8

ETV Hedge Fund Activity: Q2 2025 in Review

185 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2025, worth a combined $285M — up 7.5% from $265M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ETV positions and 18 closed out — a net gain of 10 holders — while 56 added to existing stakes and 50 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.7M. The largest seller was Investment Planning Advisors, cutting an estimated $1.2M.

  • 185 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2025, up from 176 in Q1 2025.
  • Funds reported $285M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2025, up 7.5% quarter-over-quarter.
  • 28 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2025 and 18 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2025 was Shaker Financial Services, an estimated $1.7M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2025 was Investment Planning Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2025.