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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

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: 177 → 176 (-1)

10% less capital invested

Capital invested by funds: $293M → $265M (-$28M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-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
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$3.21M
2
SPIA
Steward Partners Investment Advisory
New York
+$3.06M
3
MML Investors Services
MML Investors Services
Massachusetts
+$2.28M
4
Ameriprise
Ameriprise
Minnesota
+$1.83M
5
LPL Financial
LPL Financial
California
+$1.29M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$8.31M
2
PCM
Penserra Capital Management
California
-$5.37M
3
SWP
Stratos Wealth Partners
Ohio
-$1.78M
4
SFS
Shaker Financial Services
Virginia
-$1.67M
5
Morgan Stanley
Morgan Stanley
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.5M -$1.1M -78,243 -4%
LPL Financial
2
LPL Financial
California
$22.3M +$1.29M +91,672 +6%
Invesco
3
Invesco
Georgia
$19.4M +$308K +21,937 +2%
GC
4
Guggenheim Capital
Illinois
$17.1M -$301K -21,419 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$13M -$9.19K -654 -0.1%
PFP
6
Paragon Financial Partners
California
$10.8M +$631K +44,934 +6%
Bank of America
7
Bank of America
North Carolina
$9.6M +$1.08M +76,584 +12%
UBS Group
8
UBS Group
Switzerland
$8.26M -$417K -29,659 -5%
PS
9
Principal Securities
Iowa
$8.03M +$56.3K +4,003 +0.7%
BWG
10
Balanced Wealth Group
Ohio
$7.15M -$61.2K -4,352 -0.8%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.78M +$3.21M +228,444 +80%
MML Investors Services
12
MML Investors Services
Massachusetts
$6.02M +$2.28M +162,532 +55%
Ameriprise
13
Ameriprise
Minnesota
$5.37M +$1.83M +129,913 +47%
SIM
14
Sims Investment Management
Ohio
$5.23M +$40.8K +2,901 +0.7%
Wells Fargo
15
Wells Fargo
California
$5.11M +$597K +42,498 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.63M -$19.5K -1,390 -0.4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.09M +$36.5K +2,595 +0.8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.06M -$172K -12,215 -4%
Franklin Resources
19
Franklin Resources
California
$3.94M +$54.5K +3,878 +1%
Truist Financial
20
Truist Financial
North Carolina
$3.9M -$208K -14,776 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.6M +$44.2K +3,145 +1%
KCPT
22
Kingstone Capital Partners Texas
Texas
$3.5M +$550K +39,143 +17%
CA
23
Cornerstone Advisors
North Carolina
$3.34M -$8.31M -591,244 -70%
KIM
24
Karpus Investment Management
New York
$3.21M -$249K -17,705 -7%
SPIA
25
Steward Partners Investment Advisory
New York
$3.15M +$3.06M +217,684 +1,050%
1
2 3 4 5

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.