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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

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

13% more capital invested

Capital invested by funds: $260M → $293M (+$32.5M)

7% more funds holding

Funds holding: 165177 (+12)

0.28% more ownership

Funds ownership: 17.11%17.39% (+0.28%)

Holders
177
Holders Change
+12
Holders Change %
+7.27%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
57
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.7M +$442K +31,313 +2%
LPL Financial
2
LPL Financial
California
$23M -$323K -22,875 -1%
Invesco
3
Invesco
Georgia
$20.8M +$554K +39,241 +3%
GC
4
Guggenheim Capital
Illinois
$19M +$2.89M +204,988 +18%
Raymond James Financial
5
Raymond James Financial
Florida
$14.2M +$13.9M +982,361 New
CA
6
Cornerstone Advisors
North Carolina
$12.2M -$5.21M -368,973 -30%
PFP
7
Paragon Financial Partners
California
$11.1M +$10.9M +772,288 New
UBS Group
8
UBS Group
Switzerland
$9.43M +$827K +58,559 +10%
Bank of America
9
Bank of America
North Carolina
$9.36M -$148K -10,515 -2%
PS
10
Principal Securities
Iowa
$7.98M +$317K +22,491 +4%
BWG
11
Balanced Wealth Group
Ohio
$7.87M +$308K +21,822 +4%
SIM
12
Sims Investment Management
Ohio
$5.66M +$5.55M +393,016 New
PCM
13
Penserra Capital Management
California
$5.37M +$354K +25,111 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.07M +$18.9K +1,337 +0.4%
Wells Fargo
15
Wells Fargo
California
$4.96M +$312K +22,104 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.6M +$34.5K +2,447 +0.8%
Truist Financial
17
Truist Financial
North Carolina
$4.47M +$12.5K +889 +0.3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.42M +$48.3K +3,419 +1%
Franklin Resources
19
Franklin Resources
California
$4.24M -$95.3K -6,749 -2%
MML Investors Services
20
MML Investors Services
Massachusetts
$4.22M +$79.3K +5,620 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.11M +$2.1K +149 +0.1%
Ameriprise
22
Ameriprise
Minnesota
$3.99M +$629K +44,573 +19%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.88M +$166K +11,794 +5%
KIM
24
Karpus Investment Management
New York
$3.75M -$105K -7,443 -3%
KCPT
25
Kingstone Capital Partners Texas
Texas
$3.26M +$3.19M +226,088 New