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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$14.2M
2
PFP
2
Paragon Financial Partners
California
$11.1M
3
SIM
3
Sims Investment Management
Ohio
$5.66M
4
KCPT
4
Kingstone Capital Partners Texas
Texas
$3.26M
5
GC
5
Guggenheim Capital
Illinois
$19M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$149K
2
CA
2
Cornerstone Advisors
North Carolina
$12.2M
3
SFS
3
Shaker Financial Services
Virginia
$2.77M
4
IWP
4
Innova Wealth Partners
Pennsylvania
$0
5
BPA
5
Beacon Pointe Advisors
California
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.7M 1,853,541 +31,313 +2%
LPL Financial
2
LPL Financial
California
$23M 1,593,287 -22,875 -1%
Invesco
3
Invesco
Georgia
$20.8M 1,446,364 +39,241 +3%
GC
4
Guggenheim Capital
Illinois
$19M 1,319,674 +204,988 +18%
Raymond James Financial
5
Raymond James Financial
Florida
$14.2M 982,361 +982,361 New
CA
6
Cornerstone Advisors
North Carolina
$12.2M 843,863 -368,973 -30%
PFP
7
Paragon Financial Partners
California
$11.1M 772,288 +772,288 New
UBS Group
8
UBS Group
Switzerland
$9.43M 654,742 +58,559 +10%
Bank of America
9
Bank of America
North Carolina
$9.36M 649,842 -10,515 -2%
PS
10
Principal Securities
Iowa
$7.98M 553,448 +22,491 +4%
BWG
11
Balanced Wealth Group
Ohio
$7.87M 545,774 +21,822 +4%
SIM
12
Sims Investment Management
Ohio
$5.66M 393,016 +393,016 New
PCM
13
Penserra Capital Management
California
$5.37M 372,711 +25,111 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.07M 351,661 +1,337 +0.4%
Wells Fargo
15
Wells Fargo
California
$4.96M 344,165 +22,104 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.6M 319,279 +2,447 +0.8%
Truist Financial
17
Truist Financial
North Carolina
$4.47M 310,202 +889 +0.3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.42M 306,828 +3,419 +1%
Franklin Resources
19
Franklin Resources
California
$4.24M 294,478 -6,749 -2%
MML Investors Services
20
MML Investors Services
Massachusetts
$4.23M 293,219 +5,620 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.11M 285,099 +149 +0.1%
Ameriprise
22
Ameriprise
Minnesota
$3.99M 276,316 +44,573 +19%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.88M 269,094 +11,794 +5%
KIM
24
Karpus Investment Management
New York
$3.75M 260,429 -7,443 -3%
KCPT
25
Kingstone Capital Partners Texas
Texas
$3.26M 226,088 +226,088 New
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