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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
VWM
151
Vermillion Wealth Management
Minnesota
$36.8K
BC
152
Barrett & Company
Rhode Island
$33K
MCM
153
MAI Capital Management
Ohio
$29.2K
PPC
154
Park Place Capital
Alabama
$26.5K
BF
155
BOK Financial
Oklahoma
$24K
CA
156
CoreCap Advisors
Michigan
$19.1K
DPW
157
DiNuzzo Private Wealth
Pennsylvania
$17.1K +$18.2K +1,297 New
SWA
158
SOA Wealth Advisors
New York
$16.5K
NC
159
NewSquare Capital
Pennsylvania
$16.3K +$17.3K +1,234 New
DWM
160
Darwin Wealth Management
Florida
$16.1K
HBW
161
Hazlett, Burt & Watson
West Virginia
$15K -$18.5K -1,319 -55%
BCM
162
Blume Capital Management
California
$13.2K
GI
163
GAMMA Investing
California
$13.2K
FFO
164
Fortitude Family Office
Arizona
$10.5K
JP Morgan Chase
165
JP Morgan Chase
New York
$8.4K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$8K -$984 -70 -10%
SWM
167
Spire Wealth Management
Virginia
$6.84K
LWANC
168
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.28K
DF
169
Dunhill Financial
United Kingdom
$5.23K -$3.89K -277 -41%
AF
170
Allworth Financial
California
$5.06K
BAM
171
Bellevue Asset Management
Washington
$4.4K
SRCM
172
Signature Resources Capital Management
California
$2.97K
AAG
173
Armstrong Advisory Group
Massachusetts
$2.88K
PWAM
174
Private Wealth Asset Management
Iowa
$2.31K +$2.46K +175 New
CWP
175
Concord Wealth Partners
Virginia
$1.7K +$1.81K +129 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.