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 %
MCM
151
MAI Capital Management
Ohio
$31.8K +$31.8K +2,207 New
PPC
152
Park Place Capital
Alabama
$28.9K +$28.9K +2,003 New
BF
153
BOK Financial
Oklahoma
$25.7K – – –
CA
154
CoreCap Advisors
Michigan
$20.8K – – –
SWA
155
SOA Wealth Advisors
New York
$18K – – –
DWM
156
Darwin Wealth Management
Florida
$16.1K – – –
FFA
157
Farther Finance Advisors
California
$15.3K – – –
GI
158
GAMMA Investing
California
$14.4K – – –
BCM
159
Blume Capital Management
California
$14.4K – – –
CBT
160
CoreFirst Bank & Trust
Kansas
$13.5K – – –
FFO
161
Fortitude Family Office
Arizona
$11.4K +$11.4K +793 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
DF
163
Dunhill Financial
United Kingdom
$9.7K +$9.7K +673 New
SAM
164
Synergy Asset Management
Washington
$9.45K +$9.45K +685 New
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$9.17K – – –
SWM
166
Spire Wealth Management
Virginia
$7.46K – – –
LFG
167
Larson Financial Group
Missouri
$7.21K – – –
AF
168
Allworth Financial
California
$5.8K -$1.45K -100 -20%
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.76K – – –
MRP
170
Measured Risk Portfolios
California
$5.58K +$5.58K +387 New
BAM
171
Bellevue Asset Management
Washington
$4.8K – – –
SRCM
172
Signature Resources Capital Management
California
$3.24K – – –
AAG
173
Armstrong Advisory Group
Massachusetts
$2.88K +$2.88K +200 New
NS
174
NBC Securities
Alabama
$460 -$419K -28,250 -100%
TRCT
175
Tower Research Capital (TRC)
New York
$130 – – –
4 5 6
7
8