Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
177 hedge funds and large institutions have $293M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 9 closing their positions.
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
30% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 44
12% more capital invested
Capital invested by funds: $261M → $293M (+$31.5M)
7% more funds holding
Funds holding: 165 → 177 (+12)
1.19% more ownership
Funds ownership: 16.2% → 17.39% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFP
Paragon Financial Partners
Woodland Hills,
California
|
+$10.9M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.89M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$827K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$629K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$554K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$5.21M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.54M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$970K |
| 4 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
-$883K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$624K |
ETV Hedge Fund Activity: Q4 2024 in Review
177 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2024, worth a combined $293M — up 12% from $261M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ETV positions and 9 closed out — a net gain of 15 holders — while 57 added to existing stakes and 44 trimmed.
The largest buyer was Paragon Financial Partners, opening a new position worth an estimated $10.9M. The largest seller was Cornerstone Advisors, cutting an estimated $5.21M.
- 177 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2024, up from 165 in Q3 2024.
- Funds reported $293M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2024, up 12% quarter-over-quarter.
- 24 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2024 and 9 closed out, a net change of +15 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2024 was Paragon Financial Partners, an estimated $10.9M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $5.21M sold.
Based on aggregated 13F filings for Q4 2024.